Woofun AI reports that J.P. Morgan strategists view recent semiconductor stock weakness as a buying opportunity, asserting the chip upcycle remains intact with significant supply increases unlikely before 2028. The SOX index declined 5.4% last week but rebounded Monday, led by storage names like Marvell and Broadcom, signaling continued capital flow into AI hardware. The bank favors semiconductors and infrastructure over "AI cannibalization" sectors such as software and media, where margin compression risks persist.