$SUPER MICRO COMPUTER INC(SMCI

I won’t be long term bullish on the Semi sector until I see a major pull back. But I am not foolish enough to believe the fall in items like $NVIDIA Corp(NVDA)$ $Broadcom(AVGO)$ $Qualcomm(QCOM)$ $SUPER MICRO COMPUTER INC(SMCI)$ will continue for long. $Micron Technology(MU)$ earnings this week will move the entire sector up/down. Given this, a bounce play on calls for a day trade or a 1-2day swing is a decent play. I would not play longer than that without seeing more price action and the PCE data on Friday.

Just food for thought.

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