Semis are the main driver of this bull market right now.

They power the AI revolution happening behind the scenes. Without these chips, the amazing progress in AI wouldn’t be possible.

As long as they do well, the bull market can keep going up. Right now, three of the biggest companies in the world are semis: TSMC, NVIDIA, and Broadcom. All of them just hit new record highs.

It’s hard to be negative when these stocks are doing so well. They are leading the market and have good reasons to keep rising.

And it’s not just semiconductors. Anything related to AI is leading the way right now — like data centers, networking, energy, and nuclear power.