Remember: A market pullback isn’t the time to mock semiconductors—it’s the time to find the big opportunities in AI’s second phase and invest in quality AI companies that are cash cows. The capital expenditures made will all need to be earned back from users starting next year. While others are blindly ranting that semiconductors are doomed (it’s basically Tesla’s 2022–2026 turbulence all over again), I’m constantly researching and looking for potential Sandisk or Micron equivalents in the software space.