SEMICONDUCTORS COULD ALMOST DOUBLE BY 2030 — WHICH $SOXX STOCKS WOULD I BUY? Bank of America expects the global semiconductor market to grow from $1.7T in 2026 to $3.2T by 2030 — +88%. That creates a huge tailwind for the iShares Semiconductor ETF $SOXX and its largest holdings. Here’s my take on the Top 10: 🟢 $AMD — BUY: Growing AI accelerator and data-center CPU demand gives AMD one of the best opportunities to take share in a rapidly expanding market. 🔴 $INTC — SELL: Intel’s turnaround has potential, but manufacturing execution and intense competition make the risk/reward weaker than other chip leaders. 🟢 $MU — BUY: AI servers require enormous amounts of high-bandwidth memory, making Micron a direct beneficiary of exploding AI compute demand. 🟢 $NVDA — BUY: NVIDIA remains the AI compute leader with GPUs, networking and CUDA creating one of the strongest ecosystems in semiconductors. 🟢 $AVGO — BUY: Custom AI accelerators and networking give Broadcom multiple ways to profit as hyperscalers build increasingly specialized AI infrastructure. 🟢 $MRVL — BUY: High-speed connectivity, optical networking and custom silicon position Marvell to benefit from scaling AI clusters. 🟢 $AMAT — BUY: More advanced chips require increasingly sophisticated manufacturing equipment, giving Applied Materials a picks-and-shovels role in the semiconductor boom. 🟢 $ADI — BUY: Analog Devices benefits from growing semiconductor content across industrial automation, automotive and communications, although its AI exposure is less direct. 🟢 $KLA — BUY: Increasing chip complexity makes process-control and inspection equipment more critical with each new semiconductor generation. 🟢 $TXN — BUY: Texas Instruments offers broad analog exposure and enormous manufacturing scale, although near-term growth ma