Anastasia Amoroso, iCapital Chief Investment Strategist, explores the secular and cyclical factors driving the semiconductor industry forward in the latest Private Market Pulse segment of Beyond 60/40. Since 2023, semiconductor stocks have been on a tear, with the broad semiconductor index (SOX Index) surging +87%, surpassing the S&P 500's gain of +32% by nearly threefold. Downside protection from a structured note investment is one way to break into the space.