I am mainly watching $Direxion Semicon Bull 3X(SOXL.US) and $Micron Tech(MU.US) this week, as the recent AI and semicond…

I am mainly watching $Direxion Semicon Bull 3X(SOXL.US) and $Micron Tech(MU.US) this week, as the recent AI and semiconductor sell-off has created potential opportunities, but also significant risks. For SK Hynix, I would focus on HBM4 demand, pricing power and whether strong earnings can translate into sustainable profits. For Microsoft, Alphabet and Amazon, I want to see whether cloud growth and AI monetization can justify their heavy capital spending. I have learned that leveraged ETFs like SOXL can amplify losses just as quickly as gains, so I prefer to wait for price stabilization and confirmation of support rather than chase a rebound. Implied moves help me prepare for volatility, but they do not tell me the direction. My priority is capital preservation, disciplined position sizing and consistency over trying to predict every earnings surprise.