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The semiconductor sector is showing signs of cyclical weakness. Once the market gives up on this sector, which the technicals are suggesting will be soon, it will be time to position for the next major tech trend - Artificial Intelligence ((AI)).
Right now, artificial intelligence is more of a phrase that has yet to catch the imagination of the general market. However, according to McKinsey Global Institute, between the years 2025 and 2030, the stage after AI infancy, artificial intelligence is expected to add $13-15 trillion to global economic activity, or 1.2 percent additional GDP