The author expresses a bullish short-term sentiment and forecasts the price will move upward tomorrow.

Mentioned as being up 1% amid broader tech strength.

Experienced a selloff following OpenAI revenue misses after an 18-day winning streak.

Bullish trend supported by the 'Memory cycle' and strong South Korean export data.

Identified as an actionable diversification tool for investors to benefit from the hardware demands of exponential AI progress.

Suggested as an investment idea for broad exposure to the semiconductor sector if a positive U.S.-China trade deal is likely, but caution is advised due to skepticism about a 'real deal' materializing.

Mentioned as an example of a way to invest in the broader theme of government-backed onshoring of the semiconductor industry, which helps de-risk capital-intensive projects.

The underlying index (SOX) is noted to be having its best quarter in 25 years relative to the Nasdaq 100, signaling a potential kickoff phase for a true, broad-based business cycle driven by AI infrastructure.