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US technology stocks offer massive upside over the next 30 years because technology is becoming the infrastructure under the rest of the economy, and the world will need more computing power in 10 years than today. AI spending flows through semiconductors, memory, networking, equipment, software and hardware; about 45% of this exposure sits in semiconductors and equipment. Per Wall Street, the 12-month target implies 23% upside. Corrections and bear markets will come, but this is buy and hold. x.comÂ
