I just started to invest and work in the semicon industry so naturally part of my portfolio went into it. Istill believe long term will gain but It seems volatile.None of my shares are on intel, micron or Nvidia. Intel doesn't seem to be able to get their act together (ARC as one example) , micron to specific on dram market and Nvidia impacted by crypto crunch and move to different algorithms. I am betting on amd, asml and apple (their ARM transition is going well and with M2 pro/max, VR new products on the horizon outlook seems good).
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