Chips trade still has legs in 2026, says Bernstein's Rasgon

Let's stay on topic here. Uh talk a bit more about semiconductors of course as well. Biggest gainers of the year outperforming some of the hyperscalers in fact in the so-called AI trade.Nvidia, Broadcom, AMD, Intel. All of them up more than 40% year to date. Joining us to talk about what we saw and really more what we can expect in 2026 is Stacy Rasgen.He's senior semiconductor analyst at Bernstein. Stacy, good to have you. Um does it just keep going next year.The journal writes a long story today, you know ...