Mizuho views the current semiconductor market pullback as a potential buying opportunity, highlighting several companies positioned to benefit from continued AI infrastructure spending. 🔹 Key Highlights 📉 The SOX index is down approximately 6%, according to Mizuho. 💰 Mizuho views the semiconductor pullback as a buying opportunity. 🤖 #MU, #LITE, #CRDO, #SNDK, #AVGO, #DELL and #LRCX remain well-positioned in AI semiconductors and infrastructure. 🏗️ Mizuho sees no major change in AI data-center capex or compute spending from AI labs and cloud providers. 🌎 Mizuho believes AI restrictions could have limited effectiveness without global coordination. ⚠️ The firm notes restrictions could potentially give efficient Chinese competitors an advantage. 📈 AI adoption remains in an early stage, supporting continued demand for AI semiconductor infrastructure. 💡 Why It Matters The semiconductor pullback comes despite continued AI infrastructure investment. If data-center capex and compute spending remain strong, companies supplying memory, optical connectivity, chips and infrastructure could continue to benefit from the long-term AI buildout. 🚀 Start Your 7-Day FREE ThinkSabio Trial https://www.thinksabio.com/ ThinkSabio — Stocks Simplified