But as far as a stock that I like, based on this news, I mean, there's a lot of them, but obviously one that a lot of people think about when they hear the word semiconductor is Nvidia (NASDAQ: NVDA). In this segment of Backstage Pass, recorded on Nov. 17, Fool contributors Rachel Warren, Connor Allen, and Travis Hoium discuss the shortage, stocks to buy in this space, and more. Connor Allen: I used to be on team transitory with inflation in general, and I hopped off that train a couple of weeks ago.