1. As a core position recently established, SMH has successfully helped me protect my portfolio and reduce losses.
2. As a core ETF for semiconductors, SMH has an excellent stock composition. NVIDIA, Micron, Broadcom, Intel, and Texas Instruments correspond to GPU chips, memory chips, TPU chips, CPU chips (partially foundry), and power management chips, respectively. TSMC corresponds to the chip foundry, ASML corresponds to semiconductor lithography equipment, while Lam Research, Applied Materials, and KLA correspond to other etching, coating, and cleaning equipment in semiconductor manufacturing.
3. Spending money to buy Mag7 stocks, Mag7 builds AI infrastructure and gives the money to SMH, SMH then gives the money to me. It's like passing money from the left hand to the right hand. If you can't beat them, join them 👿.
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