$UMS(558.SG)UMS fell 3.6% today, a reminder that the semiconductor trade is not for everyone. Unlike the previous cycle,…
$UMS(558.SG)
UMS fell 3.6% today, a reminder that the semiconductor trade is not for everyone. Unlike the previous cycle, this rally is unlikely to be a straight line up, with volatility and sharp pullbacks part of the ride. As the semiconductor trade matures, I expect investors to become more selective and pay closer attention to earnings and valuations. I’m staying exposed, but prepared for more bumps along the way.
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