$Taiwan Semiconductor(TSM.US)$NVIDIA(NVDA.US) There's too much news over the weekend, no positive developments, then positive reversals, reversals, and more reversals. It's reached a point where we can't and don't need to scrutinize the details anymore.

Stepping back for a broader view: Trump is making personnel changes, signaling a strategic shift. On one hand, this means previous plans have failed—they're actually backtracking, which is bullish and warrants some upside. But it's inevitable that they'll come back stronger after the reshuffle. After a big rally, the ghost stories will return. Selling some at highs and buying during panic—that's the semiconductor playbook for day traders going forward.