Trade Ideas
Why I'm Buying the Dip in Semiconductor Stocks
The semiconductor pullback is a buying opportunity driven by secular AI and data center demand.
Doug Kass·FEB 5, 2026, 1:00 PM UTC
The recent pullback in semiconductor stocks presents a buying opportunity for long-term investors. The secular growth drivers — AI, data centers, automotive electronics, and IoT — remain firmly intact despite short-term concerns about inventory cycles.
I'm particularly focused on companies with exposure to the AI inference market, which is expected to grow at a faster rate than the training market over the next several years.
#Semiconductors