$SEMI - Bullish on semiconductors due to significant investments in manufacturing facilities and the trend of securing stable supply chains for critical industries.
$DATACTR - Bullish on data centers due to the capital-intensive nature of AI infrastructure, including the need for data centers, power support, and chip manufacturing facilities.
$CABLE - Positive outlook on the cable industry due to its duopoly market structure and stable, consistent cash flow generation.
$FIBER - Bullish on fiber optic networks due to increased bandwidth needs for data centers and partnerships with hyperscalers.