I remain bullish on the semiconductor sector because SK Hynix’s $SK Hynix(SKHY.US) sold-out memory supply highlights how…
I remain bullish on the semiconductor sector because SK Hynix’s $SK Hynix(SKHY.US) sold-out memory supply highlights how strong AI demand has become. However, I do not want to chase prices after this rally. I prefer to accumulate gradually during pullbacks, especially in $Direxion Semicon Bull 3X(SOXL.US), while keeping an eye on Microsoft and Alphabet’s earnings for signs that AI spending is translating into real returns.
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