The semiconductor sector doesn’t need any portfolio adjustments right now. Over the past 15 months, this sector has been almost perfectly synchronized—if one drops, they all drop, with similar magnitude; if one rises, the others rise too, just with varying degrees. Instead of going back and forth, it’s better to just hold onto the leaders in the sector. This market feels more like a crypto bull run than a traditional stock cycle. There’s very little internal divergence within the sector, and rebalancing is almost meaningless. This isn’t some deep analysis, just the current reality of the market.