Semi-Cap Stocks: The Perfect Opportunity Set to Make and Drive Long Term Alpha

Sally Kohn: Semiconductor companies have been dealing with excess demand. That's going to lead to like a few quarters of pretty bad numbers, she says. On the other hand, we've got Intel and Micron planning to build very large new firms that will be spent over in coming months and years,. And that would make me think, well, long run looks pretty good for these, even if the short run looks bad.Kohn: We do think semi cap is in exactly one of those moments right now where people are concerned about the short term. But the long term fundamental drivers of this business are really attractive.