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Drew Pettit 5.0 1 idea

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SMH
VanEck Semiconductor ETF
The semiconductor story is real due to AI build-out, supply constraints, margin expansion, sales growth outpacing assets, and markets rotating to supply-constrained areas. It is a growth story, not cyclical, with hyperscaler buyers providing stability.
AI/Semi  · Apr 24 · YOUTUBE
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LONG HIGH
Positions
TickerDirEntryP&LDate
SMH LONG $506.38 Apr 24
▶ YouTube Earnings will be strong this year supported by secular economic trends, says Citi's Drew Pettit
Semiconductors are a growth story with supply constraints.
The semiconductor story is real due to AI build-out, supply constraints, margin expansion, sales growth outpacing assets, and markets rotating to supply-constrained areas. It is a growth story, not cyclical, with hyperscaler buyers providing stability.
SMH HIGH CNBC Apr 24, 18:57
Drew Pettit
Drew Pettit | 1 trade ideas tracked | SMH, ITA | YouTube | Buzzberg