Your opinion on $AIX ? We'll always need semiconductors... a big drop, maybe now a possibility?

Hi folks,

I have in the depot:

Nvidia $NVDA (-3.63%) ,

SalesForce $CRM (-2.41%) ,

SAP $SAP (-1.87%)

RioTinto $RIO (+2.17%)

and Tesla $TSLA (-4.32%) .

Today I had to sell Aixtron $AIX had to sell.

Which share could you recommend to me? I actually have a few shares on my watchlist, but none of them are convincing me to buy at the moment.

Have a nice weekend 🌞