Hi Tigers, after the recent pullback in semiconductors, I am continuing to collect Direxion Daily Semiconductor Bull 3X Shares(SOXL) gradually. I know SOXL is a 3x leveraged ETF and comes with much higher volatility and decay, so I am not treating it as a short-term trade. For me, the recent weakness is creating a better entry point after the sector became overheated. Instead of chasing when sentiment is strong, I prefer to use pullbacks to build my position step by step.
My semiconductor thesis has not changed. AI continues to require more GPUs, CPUs, networking chips, memory and advanced semiconductor infrastructure. The growth of AI data centers is also increasing demand for HBM, DRAM, NAND, advanced packaging and high-speed connectivity. Even if AI spending becomes more selective, I believe the overall computing cycle can continue expanding as companies invest in larger models, inference capacity and data-center infrastructure. This is why I continue to see semiconductor demand as a multi-year story rather than a one-quarter trend.
Technically, I am also watching how the sector behaves around major support levels and longer-term moving averages. After a sharp correction, I would rather see the market stabilize and form a higher low than immediately chase a rebound. My approach with SOXL is therefore gradual accumulation, especially when fear pushes the price lower without fundamentally changing the long-term semiconductor outlook. I am comfortable with volatility because I am positioning for a multi-year cycle, not trying to predict every short-term move.
For the coming years, I remain bullish on semiconductors because chips are becoming increasingly important across AI, cloud computing, robotics, autonomous systems, networking, automotive and edge computing. There will definitely be corrections along the way, and SOXL can fall much faster than the underlying sector, so position sizing and patience remain important for me. My plan is simple: collect during meaningful pullbacks, avoid FOMO during strong rallies, and let the semiconductor cycle develop over time. Market moves, I stay composed.
@Tiger_comments @TigerStars @TigerClub
| Side | Price | Realized P&L |
|---|---|---|
| Buy Open | 101.50 | +4.98% Holding |
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