Had bought another larger tranche in April during the 🍊crash $SMH (-0,6%) which has also performed well so far.
Many posts here bullish purchases of $NVDA (+0,32%)
$AVGO (-1,98%)
$QCOM (+1,93%)
$ASML (-1,15%)
$TSM (-1,89%)
$AMD (-0,28%)
$MU (-1,73%) 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?







