As the S&P 500 index becomes uncertain in its price action amid rising economic and geopolitical tensions in the United States, the technology sector takes the lead in terms of price action and growth. Fundamentally, most companies in this space are largely immune to the concerns and risks prevalent in today’s stock market environment. However, not all of them have enjoyed the same treatment.
Most of the high-profile names in the semiconductor and chipmaking industry have gotten the bulk of the public’s attention (and capital) in recent quarters, leaving other great businesses behind while at it. This gap created by attention and price action is one of those rare opportunities that investors can often take advantage of and use to give their portfolios a new run higher.
