Shortages, Inflation, & Semiconductor Stock Picks: INTC, ON

<p>"There are two dominant themes in the market: shortages and inflation. The shortages include ones with no short term fix, like lumber, and ones fixed with investment, like chips," says Aadil Zaman. He believes that growth tech companies could be in for a pause this year. HIs semiconductor stock picks are Intel (INTC) and ON Semiconductor (ON). </p>