Semiconductor Stocks to Buy and Hold Through 2030

The article analyzes four semiconductor companies for long-term holding through 2030 amid AI infrastructure buildout. Nvidia and Broadcom are recommended as anchors due to durable profit positions, Marvell is a buy but should be kept smallest, and Micron is rated a hold. The author cautions that AI spending will eventually cool, making valuation and supply chain positioning critical factors for four-year returns.