Silicon Motion Technology (SIMO): A fast-growing supplier of mobile chips, this stock has been riding the Android wave. This leaves us in a tricky place for many of my favorite names, such as Terex, Huntsman, and NXP Semiconductor, have made big moves and are now hard to enter. They too benefit from fears about inflation, and pretty soon the pundits will be arguing that central banks are "printing money" to bail out Greece.