Semiconductor stocks are under pressure as the AI compute narrative cools, with memory names bearing the brunt of the selloff. Yet cycle troughs often mark the best entry points — is this a valuation reset, or the beginning of the end of the boom?

Semiconductor stocks are under pressure as the AI compute narrative cools, with memory names bearing the brunt of the selloff. Yet cycle troughs often mark the best entry points — is this a valuation reset, or the beginning of the end of the boom?

SK Hynix Bounces Back — Has the Semiconductor Selloff Bottomed?

$Invesco QQQ Trust(QQQ.US)The last bit has been sold out as well.I usually take profits on my options at the last in-the-money strike price.After that, even if I sell too early and miss out on further gains, I have no regrets.After all, you can't eat the whole fish.Tonight, I'm just waiting for SK Hynix's results in the early morning.PS: Looking at the chart, you might think I didn't make much. I added a lot of positions when it hit the bottom last night. I was up 60% yesterday and 120% today.