Hey, Ross here:
If you didn’t already know, semiconductor stocks have been absolutely soaring lately.
Today’s chart helps explain why.
Chart of the Day
Take a look at this chart.
It shows one of the biggest reasons money has been flooding into semiconductors.
On the left, you have the hyperscalers – Microsoft, Google, Meta, and Amazon.
Together, they’re expected to spend around $680 billion on capex in 2026.
That’s the AI arms race.
Data centers. Cloud infrastructure. Chips. Compute.
Now look at the right side of the chart.
The semiconductor companies supplying that buildout are expected to generate around $525 billion in free cash flow.
That’s why semis have been flying.
The money isn’t moving there by accident.
It’s following the AI infrastructure buildout – and flowing toward the companies most likely to convert that demand into cash flow.
But this is where traders need to be careful.
Because there’s a big difference between understanding why money is flowing into a group…
And simply chasing a stock because it has already gone up.
I explain that distinction below.
Insight of the Day
There’s a difference between following the money and performance chasing
You know I like to follow the money.
But many people often confuse that with performance chasing.
Let me explain the difference.
Performance chasing is buying something simply because it has already gone up a lot.
And it’s one of the oldest investing mistakes in the book.
You buy after the move is obvious.
You pay up after the crowd has already found it.
And too often, you become someone else’s exit liquidity.
Following the money is different.
It means looking for where serious capital is starting to move before the crowd fully catches on.
Accumulation. Rotation. Unusual positioning.
That’s the game.
Not chasing yesterday’s winner…
But finding where the smart money may be positioning for tomorrow’s move.
That’s exactly what I’ll be breaking down in today’s LIVE training session at 3 p.m. Eastern.
I’ll be revealing a battle-tested “smart money” pattern that has been responsible for wins like:
77% in three weeks…
94% in four weeks…
And even 206% in 77 days.
In fact, this “smart money” pattern got us into a semiconductor stock on April 22 – just over two weeks ago…
And that position is now up more than 60%!
But with the money pouring in, gains like this could just be the start.
So if you haven’t secured your spot for my free training session this afternoon…
Then make sure you click here to guarantee your seat now…
Because seats are limited, and we’re expecting a packed room.
I’ll see you at 3 p.m. ET. Please don’t be late.
Customer Story of the Day
“Ross and his team are very knowledgeable about swing trading successfully, and are honest about how to get there.
Super grateful for Ross’s insight into market activity, I swear the guy doesn’t sleep, constantly providing videos and educating any one who wants to make money in the mark
Ross Givens
Editor, Stock Surge Daily
