Had bought another larger tranche in April during the 🍊crash $SMH (-0.31%) which has also performed well so far.
Many posts here bullish purchases of $NVDA (-0.33%)
$AVGO (+0.1%)
$QCOM (+0.04%)
$ASML (-0.51%)
$TSM (-0.68%)
$AMD (-1.03%)
$MU (-2.03%) etc.
But no posts from sector semi ETFs.
Did I miss something or why does it feel like I have an old dinosaur in my portfolio?

