Part 5/6:
Turning to semiconductor stocks, John mentioned ASML, which has faced recent declines due to government restrictions but could rebound as those restrictions ease. He sees potential for ASML's stock to recover and improve well into 2025. Additionally, discussions included Himax Technologies, which is tightly integrated into the Nvidia ecosystem. John noted an unusual spike in options activity related to Himax, indicating that bullish sentiment is building around the company as it gains traction in the artificial intelligence market.