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Posted by
Two Blokes Jul 30 -
Filed in
Stock
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3 views
Strive U.S. Semiconductor ETF matches SOXX's performance, despite lower AUM, higher fees, and less popularity, making it a compelling, but overlooked semiconductor ETF. SHOC's concentrated portfolio, especially its heavy Nvidia weighting, aligns with my bullish view on Nvidia's AI-driven growth, despite some allocation concerns. Performance data shows SHOC consistently outperforms SOXX marginally, justifying a Buy rating, though its success is highly tied to Nvidia's continued dominance.
