Ryan Lee, Senior VP at Direxion, discusses the ongoing AI-driven surge in semiconductor stocks and highlights tools like the SOXL ETF and a Micron (MU)-focused product. He notes the AI cycle is still in its early stages, supporting continued growth across the space. Lee points to broad exposure in SOXL, including AMD Inc. (AMD), Nvidia (NVDA), Marvell (MRVL), Intel (INTC), ASML Holding (ASML), and TSMC (TSM).