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Two Blokes Tue at 8:45 AM -
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VanEck Semiconductor ETF is a Buy due to strong AI-driven momentum, robust earnings, and consistent outperformance versus broader tech indices like QQQ. The ETF's market-cap weighting leads to heavy concentration in Nvidia and other dominant players, which is justified by their AI ecosystem leadership. While some global semiconductor leaders are missing, SMH's portfolio still remains well-positioned for AI tailwinds and continued sector growth.
