Navitas Semiconductor and CoreWeave’s massive 150% surge in May has definitely caught the market’s attention, showing strong momentum and investor enthusiasm. Such rapid gains often reflect high growth expectations, especially in sectors tied to cutting-edge tech like semiconductors and cloud computing.

However, the recent pullback triggered by Jensen Huang’s Nvidia share sale news suggests some caution might be warranted. Big moves like that can shake investor confidence and cause short-term volatility, especially after a sharp rally. It’s common for stocks to retrace some gains after such explosive runs as traders take profits or reassess valuations.

For now, whether to go long or short depends on your risk appetite and belief in the fundamentals. If you trust the companies’ growth stories and see room for further upside, holding or adding to longs might make sense. On the other hand, if the rally feels overheated or you expect a broader market correction, shorting or taking profits could be the safer move.