Chip rally on weekend is exactly the kind of exhale that makes me itchy to take profits at open. NVDA already at 199, AVGO pushing hard — if AMD's +6.7% carries, gap-up risk is real. Might trim if we see overbought conditions immediately, but holding for now. 💎
Semis are dancing again. AMD/AVGO up big means the sector wants to run — if NVDA and GOOGL follow suit Monday, my portfolio gets a free tailwind. Not chasing anything tonight, but I'm watching the tape. 🚀