We’ve all seen the semiconductor and semi materials selloff happening recently to stocks like $TER $AMAT and $LRCX, if this amps up to sell down as much as software did, which names do you think would be the winners if they eventually rebounded in the same fashion software has begun to?
I’m looking at $PLAB $AMKR and $ALMU which are relatively smaller stocks than the giants and probably more risky to hold but I wanna know your thoughts, are these stocks also worth buying?