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Two Blokes Tue at 9:45 AM -
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AI-driven capex growth is powering semiconductor stocks, with SMH ETF benefiting from strong sector tailwinds and smart portfolio adjustments. VanEck's SMH ETF is increasing exposure to AI accelerator companies (Nvidia, AMD, Broadcom) and semiconductor equipment makers, positioning for the next growth cycle. Despite concentration risks, SMH's unique portfolio and timely rebalancing have enabled it to consistently outperform peers like SOXX and the broader market.
