Semis are stretched still in terms of valuation A glut is around the corner, few quarters away as capacity expansion globally happening Best to be cautious 

Both are high risk but high on conviction ideas 

Juicy only for US residentsFor us, we clearly lose by paying 30% dividend withholding taxes - this is is something most investors turn a blind eye to buy over time it will significantly eat into total shareholder returns US dividend stocks are for trading and not great for Long term for non US residents 

PLTR might go lower and then bottom out at around 14-15$. I plan to add then . It is a risky bet but worth taking 

Please do remember that no one knows the bottom and therefore slow and steady buying is the only way I can think of 

Broadly agree regarding AAPL AMZNHowever, the current price fully reflects the value Better entry points needed 

I have started slowly and steadily buying these megacap techs via ETF routeThere might be further falls and this could be a protracted battle The key thing is to not run out of ammunition 😄

Volatility is your Friend sometimes, as long as you can tolerate it, as it throws opportunities The NASDAQ is down by nearly 4-5% and the big cap techs are down by at least 3-4%. For the risk takers here, this is an opportunity- at least for a possible quick trade This selling will cease and the earnings season starting end of next week will cause the market to recover 

At this point of time betting on the Metaverse and speculation can be risky Best to value each stock on its own merits and take decisions than gamble