Semiconductor and Industrial 4.0Most people don't understand don't get it when it comes to market.
Because they think that by just looking at charts, that is more than enough to beat the market.
Remember, market are moved by whales and smart money.
Whales and smart money have COMPREHENSIVE PLAN on the market.
They are not obsessed or focused on SHORT TERM and INTRADAY moves. That's why seconds chart on trading view is a joke.
Whales and Smart Money knows about the presence of Industrial Revolution 4.0
If you are not aware, these books should already be on your reading list:
www.amazon.com
www.amazon.com
Remember, Schawb wrote this book in 2016 and then the next one in 2018, if you read the book in 2016 and you know that blockchain will be the next big thing, you are already know that Bitcoin and Crypto will be huge back then.
Also, most semiconductor stocks gave massive gain in 2017, all due to I.R 4.0
Here are the list of 4.0 theme:
1. Blockchain and Distributed Ledger Technologies
2. The Internet of Things
3. Artificial Intelligence and Robotics
4. Advanced Materials
5. Additive Manufacturing and Multidimensional Printing
6. Biotechnologies
7 Neurotechnologies
8 Virtual and Augmented Realities
9. Energy Capture, Storage and Transmission
10. Geoengineering
11. Space Technologies
Semiconductors play roles in blockchain, iot, ai, robotics and manufacturing. So, considering all of these multiple catalyst, shouldn't the semis go higher?
Anyone who just bought the dip from 2013 has been making a lot of money while those people who try to long and short and time the market are net loser.
This trend will continue until we reach peak expectations and when they are euphoria amongst the retailers and businesses, then that's the peak.
As long as everyone keeps calling for market to crash, then, market will grind higher in a wall of worry.
That's how market works. Deal with it.
Industrial 4.0 will overcome all the economic issues and economic policies. The catalyst is big enough that it will keep climbing and grinding higher.