Semiconductor Ishares ETF (SOXX)

Modine Manufacturing has missed out on the recent semiconductor rally despite a pivotal role in data centers.

This inverse ETF lets you profit from a major decline in the S&P 500.

In this episode, Larry McDonald joins the MoneyShow MoneyMasters Podcast to discuss what he calls the "Great Migration" of capital from tech and growth stocks into hard assets.

Recent analyst commentary suggests AMD's upside is limited anyway due to capacity constraints.

MaxLinear surged 80% after Q1 2026 earnings on strong data center growth, but negative net margins and a forward P/E of 60 raise valuation concerns.

Micron Technology has significantly outperformed the broader market over the past year, and analysts are highly optimistic about the stock’s prospects.

NVIDIA has significantly outperformed the broader market over the past year, and analysts are highly optimistic about the stock’s prospects.

Advanced Micro Devices has significantly outperformed the broader market over the past year, and analysts are highly optimistic about the stock’s prospects.

Not being Wall Street's darling has its own perks. AMD still trades at a discount after 71% gains so far in April.

Taiwan Semiconductor's A13 Process and N2U could sidestep ASML's $400 million High-NA machines, raising questions about the company's moat.