25 Apr 2026
Nvidia at $5 Trillion: Buy, Sell, or Hold?
Semiconductor stocks have skyrocketed in April as tensions in Iran have cooled, AI spending continues to surge, sector earnings reports have impressed, and chip shortages are proliferating across the industry. That boom has driven the iShares Semiconductor ETF (SOXX) up 40.4% for the month through April 24, and Nvidia (NVDA), the sector leader and most valuable company in the world, has ridden…
Jeremy Bowman
2026
