What? TSM, AMD and NVDA all up >5%.
Can you do us a favor and jump in now?
Doesn’t matter, portfolio at ATH 
What I sold is most of MU and spread out the money over…
MU
NVDA
TSM
XLNX (to be acquired by AMD)
SNPS
97% cash.
I believe the bear would rear its ugly head anytime now.
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Not until you do the Newton thing…
FDX dividend payer corrected 17% with good results consistently.
I guess bottom reached, still my guess. Possible turnaround now.
Any takers?
ATH:
MU TSM NXPI SOXX TSLA QQQ
Semi 
but I have sold most 
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You made it, Market turned red ! Just had one sample QQQ put, went positive sold it just now !!
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MU always did that. After earnings, AH/ PM shot up, but decline during market hours.