Core Insights - A significant rotation is occurring in the stock market in 2026, with investors focusing on semiconductor stocks due to ongoing demand and supply shortages as companies expand their datacenter capabilities [1] Group 1: Market Trends - Investors are actively pursuing semiconductor stocks, which are experiencing high demand amid a datacenter buildout boom [1] Group 2: Analyst Background - Gary Alexander has extensive experience in covering technology companies on Wall Street and has worked in Silicon Valley, providing insights into current industry trends [1]