"It may have been a wilder ride for the semiconductor stocks and the broader AI trade in 2025. But for the many brave investors who stayed the course, it's been a rewarding year, with the VanEck Semiconductor ETF ( NASDAQ:SMH), my favorite "thermometer" to gauge the heat of the semiconductor stocks, gaining close to 50% on the year. Undoubtedly, with Dr. Michael Burry of The Big Short fame, likely sticking with his bearish bets (and views) of AI for the new year,"
"Even if fewer investors are interested in punching a ticket to the race, the top names will still be eagerly investing in efforts to pick up the pace with the hopes of improving their positioning in what could be a multi-year marathon that will see no shortage of steep ups and downs. While it's too soon to tell which semi players will come out of the new year ahead,"
Semiconductor stocks delivered strong 2025 gains, led by the VanEck Semiconductor ETF up about 50% and Advanced Micro Devices roughly 80% year-to-date. AMD experienced a recent 19% decline tied to cooling AI sentiment rather than clear fundamental deterioration. High-profile bearish views persisted, but leading semiconductor companies continue to invest aggressively to improve AI positioning. The sector is expected to remain volatile with steep ups and downs. Investors should assess company strategies, changes over the past year, and valuation metrics as 2026 begins. Advanced Micro Devices is viewed as a particularly well-positioned name among semiconductor players.
Read at 24/7 Wall St.
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