Quick reality check on semis:
$SMH +41% YTD
$SOXX +53% YTD
$DRAM +65% YTD
Yeah, it's been choppy lately. Yeah, the swings hurt. But you don't get 40-65% returns without volatility. That's literally the cost of entry.
If you can't handle the drawdowns, you don't deserve the rips. Semis are still crushing it this year—don't let a few red days make you forget that.
$SMH +41% YTD
$SOXX +53% YTD
$DRAM +65% YTD
Yeah, it's been choppy lately. Yeah, the swings hurt. But you don't get 40-65% returns without volatility. That's literally the cost of entry.
If you can't handle the drawdowns, you don't deserve the rips. Semis are still crushing it this year—don't let a few red days make you forget that.