The creator discusses the recent 5% drop in the semiconductor index (SOXX) and maintains a long-term bullish outlook.
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The creator explains the recent sell-off in semiconductor stocks, attributing it to rising bond yields, hig...

The creator explains the recent sell-off in semiconductor stocks, attributing it to rising bond yields, higher oil prices, and profit-taking in a high-performing sector. Despite the short-term volatility, the creator maintains a long-term bullish outlook on the sector.
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The creator is holding semiconductor stocks, including SKHY, for the long term despite recent price drops.
The creator is holding semiconductor stocks, including AMAT, for the long term despite recent price drops.
The creator is holding semiconductor stocks, including INTC, for the long term despite recent price drops.
The creator is holding semiconductor stocks, including AMD, for the long term despite recent price drops.
The creator is holding semiconductor stocks, including MRVL, for the long term despite recent price drops.
The creator is holding semiconductor stocks, including SNDK, for the long term despite recent price drops.
The creator is holding semiconductor stocks, including MU, for the long term despite recent price drops.
The creator is holding semiconductor stocks, including TSM, for the long term despite recent price drops.
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