$iShares Semiconductor ETF(SOXX.US)

Context: Major semiconductor firms continue to drive AI infrastructure expansion. SOXX has demonstrated some strength recently especially yesterday and closed in green despite Broadcom shares fell after earnings. Broadcom revenue surged 86% last quarter showing solid demand.

My trade: I continue to hold onto my long position in SOXX to gain broad exposure to tech and semiconductor sector. Choosing SOXX lets me capture the semiconductor ecosystem across the various key chipmakers without concentration risk.

Takeaway: I will continue to hold on to high conviction stocks and ETF despite volatility if the fundamentals and story are still intact.