Wall Street May Have Factored in a Likely Hawkish Fed: 5 Picks Posted byNalak Das December 9, 2021 Leave a comment on Wall Street May Have Factored in a Likely Hawkish Fed: 5 Picks We have narrowed our search to five large-cap semiconductor stocks that have popped in the past month defying volatility. These are: NVDA, XLNX, QCOM, ON and LRCX.