Q: On this pullback in technology, do you have favourites to target or with all the different sub-sectors of semi’s would it just make more sense to focus on an ETF? Thank you!

Q: Which is the best way to play Semis? Up 100 % in AMD AND NVDA,etc. Want to take profits but stay in sector.
Thanks

Q: I would like to get exposure to the semiconductor industry but am reluctant to buy NVDA because of its recent runup. I am considering SMH or SOXX. Do you have a better idea or would it be wise to stay on the sidelines for a while? This may not be relevant but I do hold Fortinet. Your thoughts and comments would be appreciated. Thank You.