Semiconductors are set to outperform the market in 2022

$Micron Technology(MU.US)$ $Advanced Micro Devices(AMD.US)$ $NVIDIA(NVDA.US)$ Despite a massive shortage, the earnings for virtually all of them including MU which reported tonight, constantly beat and are exceeding expectations. MU had 20 downward revisions according to SA beforehand and yet still beat. TWENTY down, 0 upward revisions! Crazy! These analysts are clueless.

With more COVID, semiconductors are great for metaverse/at home plays, and of course with less COVID the reopening development helps semiconductors as well with massive demand.

This is one of the easiest calls you could make for 2022, other than Industrials, I could not be more bullish on these two sectors moving forward.

Some of my favorites: MU, On, Marvel, Qualcomm and of course AMD and NVDA.