The semiconductor equipment sector is absolutely on fire this time. ASML, LAM, AMAT, KLAC, TER, each one stronger than the last, riding the waves to new highs every day. Honestly, I thought about adjusting some positions to add more during the morning session, but couldn't bring myself to do it. The more I chase, the more scared I get, and the more scared I get, the more it rises... Investing in chips is always like this: "It's too expensive when I should buy, and my position feels too small after I buy." The sour feeling of missing out is truly uncomfortable. But seeing the dividend news and the sustained AI-driven demand, it seems like faith in the sector is about to get another boost. Tech stocks really make you love and hate them at the same time.