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As I shared during a Fox Business appearance yesterday (see here), anyone suggesting the current market rout foreshadows the death of the tech sector is sorely mistaken.

Yes, some previous highfliers deserve to be devalued. I’m looking at you Facebook (FB) and Netflix (NFLX). But other top tech companies have been unfairly and completely oversold.

Nowhere is this reality more true and in turn, the opportunity greater than in the semiconductor space. And today, it’s time to take advantage of it by buying NXP Semiconductors N.V. (NXPI) and Atomera Inc. (ATOM).

I’ll have more details and analysis in our upcoming monthly newsletter. (Keep an eye on your inbox!) In the interim, here’s the super short rationale for each recommendation:

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