
These areas like chips, interconnects, manufacturing, and semiconductors have been really exciting lately. $Amphenol(APH.US), $Seagate Tech(STX.US), and $Celestica(CLS.US) are all dropping like this today, each one making my heart race more than the last. I'm getting burned and can only watch. On the other hand, $Corning(GLW.US) can hold up and even rise against the market trend. Is glass really a necessity after all? Seeing Corning pull up in the final trading session makes me want to go all in to relieve the boredom, but I'm afraid it would just be another self-inflicted humiliation. This market situation right now is: those who are up watch the show, those who are down reflect on themselves... Ah, only the data cable is eternal. Stay still like a mountain, hold positions with a Zen-like attitude.
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