$iShares Semiconductor ETF(SOXX)$ $VanEck Semiconductor ETF(SMH)$ Without giving actual numbers, both Google and Microsoft signaled an intention to increase capex spend in '27. That means SpaceX, Meta, Google and Microsoft all intend to raise their capex. AMZN is the remaining one, but it's safe to assume they'll be spending too. Semis look worth accumulating on weakness.
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