This wave in the semiconductor sector is really something. Even steady, down-to-earth companies like ON Semiconductor and STMicroelectronics are hitting new highs, especially driven by fundamentals and major contract wins. It seems money is flocking to places with strong certainty. I hesitated a bit when it was being sold off recently, and now I can't even bring myself to chase the highs—a true picture of missing out. However, those with conviction will still hold on. The rhythm of this main theme rotation really has people figured out completely.