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FIDELITY SELECT SEMICONDUCTORS FSELX???
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Cole Sibley
Posted 2/19/2026 14:09 (#11557400 - in reply to #11557352)
Subject: RE: FIDELITY SELECT SEMICONDUCTORS FSELX???



The anti-data center rhetoric is just getting started, significant headwinds in chip stocks incoming, just my opinion.

Mu is up about 400% (without checking) in the last 18 months or so, so i am leary of that aspect as well, but i sold out $200 ago too, so dont listen to me.

Intc has thus far not really participated in the ai bubble, so i dont know if they will find a way to capitalize on that, or they really are just gone with the wind, but their price isnt bad for gamblin $.
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