Q: Is there any ETF that holds semiconductors equally instead of SMH? SMH holds 1/4 in Nvdia.

Thanks for the great service

Q: Recently, you answeed a question about semis "We think the sector is likely safe for 6 months or so." Could you elaborate on what could go right/ wrong, what you are looking for to signal a drop, and how you would play the sector.
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Q: I just noticed that SMH dramatically outperformed SOXX (1 year, 2 years) and i hold the latter. Perhaps b/c the former holds 19% in NVIDIA stock and ASML shows up as a holding. Why is that ? Do they have a different investment strategy?
Now i fear if i switch the trend may reverse. OR the switch is the right strategy here?
OR sell half SOXX and buy SMH looks like a right move.
So i guess this is more of a commentary: investor needs to pay attention to ETFs as well.