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Semiconductor stocks stumbled hard throughout 2025, but here's an interesting take: Loop Capital is betting big that these two particular plays could turn things around in 2026. They're spotting some catalysts that the broader market seems to be sleeping on. Worth digging into if you're holding any semi positions or thinking about rotating capital. The turnaround story in semiconductors is worth watching—2026 might surprise people who've written off the sector too early.