$AXT Inc(AXTI)$ $Applied Optoelectronics(AAOI)$ $Ambarella(AMBA)$ $Aehr Test(AEHR)$ I've been watching these moves, and bears often overextend themselves in trades like these. Hope they took profits earlier.

In my opinion, the bottom was likely Friday.

Worst case, it could bottom on Tuesday as the window dressing and rebalancing trades wrap up (last day of June) and the overall pressure on semis eases.

If I get another day or two to add more at even lower levels, I will. But I loaded up on Friday. Let's see how this old instinct works out.

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