You guys know that I like to categorize certain things as being the “most important.”
The Dow Jones Industrial Average is the world’s most important index. The financial crisis highs are some of the most important levels in market history.
And believe me when I say, semiconductors are the most important industry group in America right now, maybe even the world.
Why do I say this? Just look at the explosive growth. This is a group that just 5 years ago only had 3 companies worth more than $100 billion in market cap—Broadcom, Texas Instruments, and Taiwan Semiconductor.
Today there are 13 semis over that threshold, including the grandaddy of them all, Nvidia.
The growth here is so staggering, so unlike anything we have ever seen from one industry group, that we had to put together a FREE special report about it.
We looked at Nvidia, the semiconductor complex more broadly, and what we think of the group going forward.
Click here to get it sent to your inbox.
And while you’re at it, tune in on Wednesday Aug 28th @ 3:45 pm ET for a special show we’re doing to discuss this report, as well as Nvidia’s Q2 earnings. We’ll be live here.
Let me know what you think!
Nvidia’s next earnings are August 28th.
This report will prepare you for what’s coming.
See you in there!
JC