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2 Semiconductor Stocks for Long-Term Investors and 1 We Avoid

Apr 08, 2026 09:57 UTC

Semiconductors are the picks and shovels of modern technology. The amount of data we ingest is also increasing exponentially, leading to elevated demand for chips with more processing power.

  • Semiconductors are the picks and shovels of modern technology
  • The amount of data we ingest is also increasing exponentially, leading to elevated demand for chips with more processing power
  • This secular trend bodes well for the industry, which has posted a six-month gain of 39

Semiconductors are the picks and shovels of modern technology. The amount of data we ingest is also increasing exponentially, leading to elevated demand for chips with more processing power. This secular trend bodes well for the industry, which has posted a six-month gain of 39.2% while the S&P 500 was down 2.1%.

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