For me, I am more interested in the memory trade than SG banks right now. $Micron Tech(MU.US) saying more than 75% of its 2027 output is already committed gives me more confidence that the memory cycle is being supported by real AI infrastructure demand, rather than just short-term excitement. With MU and MUU already in my portfolio, I am looking for the follow-through to continue, but I still prefer adding on pullbacks instead of chasing a strong move.

At the same time, tonight’s payroll report could bring another layer of volatility, especially with Treasury yields still elevated. I would rather see how yields and the broader market react first before adding aggressively. For me, the plan remains simple: stay patient, collect quality semiconductor exposure on weakness, and avoid letting one strong session push me into FOMO.