SMH: Better Off With Just Nvidia (NASDAQ:SMH)


Electronic circuit board production and computer chip fly test by robotic automated machine

Aguus

Summary

The VanEck Semiconductor ETF (NASDAQ:SMH) looks like a poor option in the semiconductor ETF space. One may be better off simply owning Nvidia (NVDA) given the 20% stake, while the remaining portfolio is concentrated in more mature



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