Semiconductor chip stocks, including Nvidia, Broadcom, TSMC, Intel, Arm, Marvell are down due to the end of waivers for chipmakers to send tech to China.
Stocks that outperform the market usually share key traits such as rising sales, expanding margins, and increasing returns on capital.
The select few that can do all three for many years are often the ones that make you life-changing money.
U.S. semiconductor giants lead the global rankings: Nvidia tops at ~$3.55 T, while Broadcom trails at ~$1.18 T. But as offshore foundries become geopolitically essential, control over physical chip production is gaining strategic importance.
