Morgan Stanley says semiconductor capex this year will reach $1.2 trillion. NVDA orders exceed $1 trillion, and MU’s HBM sales are sold out until 2027. The sector’s beta hasn’t collapsed. SOXL is essentially a three-times magnifying glass for this move—and its +19.87% jump on August 4 isn’t just talk. I understand the daily reset drag, so I only use it to capture a few days of trend segments, not as a monthly staple. When the direction is right, it’s less of a hassle than picking individual stocks.

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