The semiconductor sector is truly experiencing a tale of two extremes. LRCX and TER, seeing directors and the CEO selling stocks one after another, always makes people a bit uneasy. Those holding the stocks are a bit panicked, while those who missed out are actually glad they didn't rush in. Tower and GFS had explosive earnings, GFS even did a buyback, hitting new highs. I really wish I hadn't been "taught a lesson" back then, how comfortable would it be now. AXTI has dropped so much in this wave, even Bank of America added to their position, but I don't dare to move. As expected, small-cap stocks on a rollercoaster are just too heart-pounding. Now I can only watch and sigh, my positions continue to lie flat...
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