Buy SOXX by Nov 11, 2026.

I have made substantial changes to my portfolio this year to incorporate the changing AI dynamics. While I am not actively managing my stock portfolio, I believe actively managing allocation (even semi-annually) to some focused ETFs can deliver superior returns. Top ETFs that I bought this year are: * DRAM: These stocks are benefitting from exploding memory prices and should continue to rally given the supply demand imbalance. * SOXX: I remain bullish on semiconductor stocks as AI capex by …