EPISODE · May 12, 2026 · 37 MIN
The Best ETFs to Own Semiconductors Long Term
from Rigatoni Capital Podcast · host Colin Santucci
Semiconductors are pulling back this morning and I could not be happier about it. After a 17-day historic winning streak and a 40% gain in the Philadelphia Semiconductor Index, a breather was not just expected, it was necessary. It is quite possible that the sector was already pricing in 2028 earnings at the peak of that run. This morning I step back and talk about the right way to get invested in this segment for the long term. In my opinion buying the DRAM ETF, the SOX, or the KOSPI is not the right vehicle for a long term buy and hold investor.Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #Semiconductors #SMH #FRDM #NVDA #HIMS #MemoryChips #DRAM #KOSPI #AIstocks #SemiconductorPullback #stockanalysis #marketwatch #RigatoniCapital$SMH $FRDM $DRAM $NVDA $HIMS $QQQ $SOXX
What this episode covers
Semiconductors are pulling back this morning and I could not be happier about it. After a 17-day historic winning streak and a 40% gain in the Philadelphia Semiconductor Index, a breather was not just expected, it was necessary. It is quite possible that the sector was already pricing in 2028 earnings at the peak of that run. This morning I step back and talk about the right way to get invested in this segment for the long term. In my opinion buying the DRAM ETF, the SOX, or the KOSPI is not the right vehicle for a long term buy and hold investor.Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #Semiconductors #SMH #FRDM #NVDA #HIMS #MemoryChips #DRAM #KOSPI #AIstocks #SemiconductorPullback #stockanalysis #marketwatch #RigatoniCapital$SMH $FRDM $DRAM $NVDA $HIMS $QQQ $SOXX
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The Best ETFs to Own Semiconductors Long Term
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