Navigating the Bull Run in Semiconductors 4/23/26

Navigating the Bull Run in Semiconductors 4/23/26

April 23, 2026 · 43 min

About this episode

The Investment Committee discusses the factors driving the semiconductor stock surge and shares their trading strategies and portfolio updates.

Leslie Picker and the Investment Committee debate what's powering the run in semiconductor stocks and how you should trade the space. Plus, The Committee share their latest portfolio moves. And later, Josh Brown spotlights Trane Technologies in his "Best Stocks in the Market."

Topics covered

Keywords

Mentioned in this episode

Products: Trane Technologies

Books & works: Best Stocks in the Market

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