What would you tell someone who wants to be invested in the semiconductor sector right now but isn't yet?
Personally, I feel the sector is very strong in the long term thanks to AI, data-center chips, and the overall trend of increasing digitization. At the same time, it seems to me that many stocks are already highly valued, and entering at this stage can be risky without a clear strategy.
How do you see it — is it better to wait for a correction now, or does it make sense to start entering gradually already?
You kind of answered yourself :) Before investing in any stock, you should have a strategy, and the best approach is probably to hold quality companies as long as they remain quality. If it's a company in a cyclical sector, downturns repeat every few years and patience can pay off. However, the cycle can also last several more years and you might miss out on decent returns. In any case, I'd probably recommend ETFs instead.