Douglas Yones

"If you look at the earnings cycle as a long-term investor, it's been the best earnings cycle ever in that sector ever... Those are perfect buying opportunities for a long-term investor." The recent selloff in mega-cap tech and semiconductors was driven by geopolitical panic, not deteriorating fundamentals. Because the structural demand for AI infrastructure and data processing is only increasing, these price drops offer a rare chance to buy secular growth at a discount. LONG US tech and semiconductors to capture the uninterrupted AI growth trend following a headline-driven washout. A severe macroeconomic recession forces enterprise customers to slash their IT and AI infrastructure budgets.

"If you look at the earnings cycle as a long-term investor, it's been the best earnings cycle ever in that sector ever... Those are perfect buying opportunities for a long-term investor." The recent selloff in mega-cap tech and semiconductors was driven by geopolitical panic, not deteriorating fundamentals. Because the structural demand for AI infrastructure and data processing is only increasing, these price drops offer a rare chance to buy secular growth at a discount. LONG US tech and semiconductors to capture the uninterrupted AI growth trend following a headline-driven washout. A severe macroeconomic recession forces enterprise customers to slash their IT and AI infrastructure budgets.