The SMH stock forecast benefits from U.S. semiconductor policy incentives, with expectations for improved margins in domestic manufacturers, potentially lifting the ETF’s aggregate EPS by 8%. Disclaimer: All data as of 6 a.m. Eastern time the date the article is published. Data are believed to be accurate; however, transient market data are often subject to subsequent revision and correction by the exchanges. Adding to the mix, Tether appointed former White House crypto adviser Bo Hines as a U.S. strategist, underlining Trump’s push to make the U.S. the “crypto capital of the world.” A bullish SMH stock forecast is supported by above-consensus foundry output data, with TSMC's reported 28% rise in advanced node production driving ETF weighting performance.