(https://www.marketwatch.com/story/the-big-surprise-for-the-second-half-could-be-the-ai-trade-powering-higher-why-it-wouldnt-take-much-a02dd10b?mod=mw_rss_topstories) is the exact inverse signal you need to hear. Semiconductors just posted their best first half on record — meaning valuations are already *stretched* on the thesis that AI capex stays elevated forever.

Research these companies