The Strive US Semiconductor ETF (SHOC) is still rated a Buy despite concerns over a possible US data center construction moratorium. Its portfolio, heavily weighted with Nvidia, Micron, and Broadcom, could see an 84% gain if global data center expansion continues. However, if AI-related buildout slows, SHOC might drop 11–40%, though ongoing AI demand and offshore growth reduce this risk. Valuation is attractive, trading below 14 times earnings with a PEG ratio of 0.3, indicating strong value and expected earnings growth.
The article highlights SHOC's potential for gains linked to Nvidia, Micron, and Broadcom, which are actively traded on Pluang. As of Nov 07, 2026 02:51 WIB, Micron Technology's price rose 5.34% to USD 691.41, showing strong investor interest. Nvidia's price also increased by 3.39% to USD 187.76, while Broadcom's price was up slightly by 0.37% at USD 292.60, reflecting steady demand for these semiconductor stocks on the platform.
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