Semiconductor Industry is my pick

Where supply falls short, demand increases. The automobile, computer and smart appliance industries are all fore runners to outbid themselves for the supply of chips. And until the chinese deciphers the Da Vinci Code and start producing their own chips, the current chip leaders will be looking to leverage as much as possible on the shortage. I'll be looking at $Advanced Micro Devices(AMD.US)$ $NVIDIA(NVDA.US)$ $Taiwan Semiconductor(TSM.US)$ $Xilinx Inc(XLNX.US)$ to make bold moves this season. Good luck good people.