
$Direxion Semicon Bull 3X(SOXL.US)
Chip stocks face a key week with ASML and TSMC earnings ahead, while recent volatility reflects concerns over valuations, export controls, and delivery timelines.
AI-driven demand remains strong. I’m still holding SOXL, but I’m avoiding adding aggressively or chasing short-term moves until the volatility settles.
@Captain's Treasure
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