SOXX: Trillion Dollar Market, Rally Not Over Yet

Group 1 - The semiconductor industry is a key driver of stock market returns in 2025, with the iShares Semiconductor ETF (SOXX) achieving a 41% performance, outperforming the broader market [1] - The strong performance of the semiconductor sector is attributed to various factors, although specific drivers are not detailed in the provided text [1] Group 2 - FinHeim Research specializes in investment analysis and portfolio management, focusing on thematic investing and macroeconomic trends [1] - The firm aims to uncover hidden value in both traditional companies and technology sectors, providing objective analysis to assist investors in making informed decisions [1]