I don’t want to misrepresent anything Jukan is saying but think many would benefit from having this mindset even if it doesn’t make sense yet. A lot of semis and infra stocks have gone up so much that all I hear from people that don’t own any is they missed the move, they are too expensive it’s too late. From my perspective seeing these semi and related stocks go up 100% barely pause and back off to the races feels like a big repricing. I’m not a valuation guy… just a chart guy… but they are being bought hand over fist cause these smarter guys understand something I don’t. I see the crazy moves over the past 10 weeks as bullish and there must be a reason they are being bought so heavily… and a lot of people I noticed keep thinking the moves are over and it can’t go higher even though we continue to week over week.

There are still many cheap stocks out there. Take a close look.

These were taken the same day/night. 2 of my fav pics from Colorado

Everyone holds too long because when it’s actually time to get out the fundamentals usually still look great. Company still growing, future looks bright and you’re sitting there like why would I sell this?

$SNDK has moved another 100% in the past 2 months while RSI has said ‘overbought’. Over 3k likes on this slop posts