Let's go over the day in politics.
Compared with software and Internet high-flyers, a lot of chip and chip equipment makers that have long-term growth drivers appear pretty inexpensive right now.
If they're good enough for the Oracle of Omaha, they're good enough for you.
Here's a hot take: Just let Amazon buy Sears. Or Apple buy Tesla. Or even Microsoft and Netflix.
A trade war with China is a real possibility due to Trump's rising tariff battle with China. These stocks could be hit the hardest in such a war.