As I told you on Tuesday, I like to set goals in life. Big and crazy ones.

For example, a few weeks ago, I set the goal to run every street in downtown Nashville and Davidson County, Tennessee.

That’s 2,957.06 miles of running. (Told you I’m crazy.)

Why am I bringing this up now?

Well, as you’ll see in a moment, it has to do with the latest emerging market trend…

And it has to do with your investment goals.

So let’s get to it…

A Journey of a (Few) Thousand Miles

Perhaps you’ve heard the Chinese proverb, “A journey of a thousand miles begins with a single step.”

The same thing goes for my running journey of a few thousand miles.

But to be honest, it’s hard for me to picture reaching my goal. Especially when I look at a map and count up what it’s going to take.

All the red in this chart shows every road I still have to run.

And the tiny handful of green spots represent the roads I’ve run so far.

(Full disclosure: I decided to run every street before I knew how many miles it would entail. So consider me not just crazy, but a little impulsive! But I digress.)

I’m barely 1% of the way to my goal. But I’m not going to quit.

And based on all the emails my readers shared with me over the past week or so, when it comes to reaching your investment and retirement goals, you’re not going to quit either…

Keeping At It

I get it. You feel like you still have so far to go.

Plus, the clock is ticking, so it can feel like the pressure is on.

But you know that you can’t quit. Which brings me to today…

Remember, every big accomplishment starts with taking a small step.

And the fact that you took action — including deciding to read Trend Trader Daily — is a small but meaningful step!

If you keep at it, I know you can accomplish your investment goals, and even exceed them.

Especially if you focus on the right trends.

Like semiconductors…

Down, Down, Everywhere — Except…

Yesterday, the markets suffered their single biggest drop in four months, as coronavirus cases spiked globally, and hopes for additional stimulus evaporated.

Against such a backdrop, most investors forget about seeking opportunity. Instead, they seek shelter.

But don’t join them! Why? Because when a similar type of fear and paranoia gripped the markets in March and April, my fearless readers were presented with a major investment opportunity…

An opportunity to leapfrog closer to their investing goals by almost doubling their money.

And all they had to do was invest in semiconductor stocks.

Keep in mind: I’m not sharing this now to rub it in your face.

To the contrary, I’m sharing it because, today, the investment set-up is even better.

Let me explain…

Buy the Chip Dip (Again)

As I wrote earlier this year, without semiconductors, the most important tech innovations of the future literally can’t happen.

I’m talking about major trends like:

  • Artificial Intelligence, which is expected to be worth almost $120 billion by 2025.
  • The Internet of Things, which is already a $200 billion industry.
  • Driverless cars… 5G networks… and the list goes on and on.

Long story short — because of these trends, annual semiconductor sales are expected to top one trillion units, year-in and year-out.

That’s how I know the slowdown in March promised to be a blip in the long-term growth trend.

Or as I wrote back then, “Covid-19 might impact how we work and live in the future… But one thing it won’t change is our demand for chips.”

As such, this presented a tremendous buying opportunity.

And not just based on the price performance of the iShares PHLX Semiconductor ETF (SOXX) that you saw above…

But based on actual market fundamentals…

I Dare You to Ignore This Trend

To understand what I mean, consider the latest analysis from chip-market insiders:

  • The pure-play foundry market, which makes up to 90% of integrated chips, is on pace for its strongest growth since 2014, according to IC Insights.
  • And global silicon wafer shipments, which are the fundamental building material for chips, are on track for recovery this year and a record high in 2022, according to SEMI.

Here’s the key: it turns out that Covid-19 is actually boosting demand for chips.

Tomorrow, I’ll share more details on why this is so, and more importantly, I’ll share the single market indicator that reveals which specific chip stocks are all but guaranteed to blast off.

And that’s regardless of who wins this election, or how bad the third wave of Covid-19 gets.

I dare you to ignore this trend.

Don’t miss out on the profit opportunity this time!

Keep an eye on your inbox.

Ahead of the tape,
Lou Basenese
Lou Basenese

Comments



Source link

Register at Binance