The 'Halftime' Investment Committee give their top chip plays

I I think the question is what do you do. What do you watch for as the indicator. What's your indicator to tell you is the market rolling over.And I think there's no industry that better reflects the recovery that we have experienced than the semiconductor industry. Remember, if you think about where the semiconductor industry was coming into 2025, the semiconductor industry had kind of lost some of the bullish sentiment, some of the bullish positioning. It went towards software.People said, "Okay, you're m ...