Today, all small-cap semiconductor stocks took off, especially $AXT(AXTI.US), which went absolutely ballistic, soaring 19%. It's a bit ridiculous; this kind of market action slapped us bagholders right in the face. $Wolfspeed(WOLF.US) and $Navitas Semiconductor(NVTS.US) also showed strong momentum. It's clear that capital is all crowding into the third-generation semiconductor space.

On the flip side, $Peraso(PRSO.US) was down 11%, as if it's in a different world. It's quite painful to watch. $Advanced Semiconductor Engineering(ASX.US) also held steady with a small bullish candle. The assembly leader is just that resilient.

Any knowledgeable friends want to chime in? With turnover this fierce, can we still chase this wave? 🧐 I want to FOMO in but I'm afraid of being left holding the bag. I can only look at the spare change I have left.