I’m still bullish on semiconductors, especially the broader AI supply chain beyond GPUs. Memory, HBM, networking and power infrastructure are becoming increasingly important, which is why I’m comfortable using pullbacks to accumulate quality semiconductor exposure rather than chasing rallies.
For leveraged ETFs like $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ and TQQQ, I agree that they should be treated as tactical tools, not permanent holdings. I’m willing to use SOXL when my conviction is high and the technical setup supports it, but I’ll manage the position size carefully. A strong AI story is not enough — entry, risk and exit still matter. 🐯
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- zookee·09-04 18:34TOPForward P/E still looks below its own history, so the valuation cushion matters. Long term I care more about pullback entries than headline volatility1Report