Thanks. I saw this too.

But I reason it's the last SEMI cycle when NVDA was not only leading and dominant, but also soaring to the sky, now we are witnessing many new " layers",  smaller players that were less noticed before now coming out to the stage, such as MU, and others. 

That's why SOXX beta is ~1.7 (a high-volatility sector ETF). 

 

所有跟帖： 

• 我主要是对比smh和qqq. 当smh明显超好时, 用smh来代替qqq. -低手只会用均线- ♂ (0 bytes) () 04/10/2026 postreply 10:02:46