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 (+2,91 %) ,

SalesForce $CRM (+1,48 %) ,

SAP $SAP (+4,1 %)

RioTinto $RIO (+2,88 %)

and Tesla $TSLA (+3,78 %) .

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 🌞