VanEck Semiconductor ETF Stock Discussion

$VanEck Semiconductor ETF (SMH.US)$  In addition to the utter devastation and heart-breaking stories of many who have lost everything, the havoc wreaked by hurricane Helene could have even further reaching complications for global markets. The longer these high-purity quartz mines remain out of commission the more likely it is we will see entire semiconductor supply chains come to a screeching halt.
For those who believe, please continue to pray for those afflicted. 🙏
How a tiny town hit by Helene could upend the global semiconductor chip industry

$NVIDIA (NVDA.US)$ $VanEck Semiconductor ETF (SMH.US)$ $Taiwan Semiconductor (TSM.US)$
TSMC's revenue for the July-September period reached T$759.69 billion ($23.62 billion), according to Reuters calculations, surpassing the LSEG SmartEstimate of T$750.36 billion ($23.33 billion) from 23 analysts. This represents a 36.5% year-on-year growth, compared to $17.3 billion in the same period last year.
TSMC's third-quarter revenue has significantly ou...

Uranium and nuclear energy stocks have overtaken chips as this year's best performers, fueled by demand from AI and data centers.
This shows the returns in the world's biggest ETF, SPY $SPDR S&P 500 ETF (SPY.US)$. which has gone up 13%. Meaning, you would have made 13% by investing in the S&P500. Or if you invested in Uranium and nuclear energy stocks like Vistra Corp $VISTRA CORP C/WTS 02/02/2024 (TO PUR COM) (VST.WSA.US)$,...

After a long research, I came up with these ETFs that I would invest in for a long run.
The ETFs are $SPDR Portfolio S&P 500 ETF (SPLG.US)$, $VanEck Semiconductor ETF (SMH.US)$, $Schwab US Dividend Equity ETF (SCHD.US)$, and $Consumer Staples Select Sector SPDR Fund (XLP.US)$. The no-brainer strategy will be 25% for each etf allocation in this year.
Rebalancing will be considered for 6 or 12 months. SPLG will be the core. SMH and XLP will be the hero for the economic cycle, bullish or b...

$SPDR S&P 500 ETF (SPY.US)$ 565 $Invesco QQQ Trust (QQQ.US)$ $VanEck Semiconductor ETF (SMH.US)$ $MicroStrategy (MSTR.US)$ $Hive Blockchain (HIVE.US)$ $Super Micro Computer (SMCI.US)$