Kristy Akullian on the Semiconductor Surge and Global AI Diversification

Kristy Akullian says the AI trade is shifting from software to semiconductors, with record ETF inflows signaling strong conviction despite a sharp run‑up in the SOX. She also highlights growing interest in emerging‑market tech exposure via iShares MSCI South Korea ETF (EWY) and iShares MSCI Taiwan ETF (EWT), while recommending value stocks, gold, and commodities for diversification.

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