$Taiwan Semiconductor(TSM.US)$NVIDIA(NVDA.US) There was too much news over the weekend, with no positive developments, reversals, and then more reversals, to the point where we can no longer and do not need to study the details carefully.

Stepping back to observe: Trump has changed personnel and is adjusting strategies, which indicates that the previous calculations have failed, and in fact, a turnaround has occurred. This is a positive sign and worth a slight increase. However, it is also inevitable that after the personnel change, there will be a resurgence. If prices rise too much, the ghost stories will return. Sell some when prices are high, and buy some during panic; this is the follow-up operational thinking for shareholders in the semiconductor sector.