$VanEck Semiconductor ETF(SMH)$  Most investors and traders worry incessantly about what might happen. Focusing on what is likely to happen will make you more successful.. like continuing to DCA into chips because AI is more likely to continue to be profitable
# Winning Trades

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  • Meroy
    ·10-12 17:33
    AI arms race still looks early. For SMH, next year's capex guides from the big leaders matter more than the day to day noise
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  • kookieman
    ·10-12 17:33
    AI is the headline, but auto and industrial demand matter too. That diversification is what makes SMH DCA feel sturdier
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