Buy SMH by Jan 2, 2027.

Here is my proposed allocation 2026 and how I rebalanced when the market re-opened today. I am selling all VOO/VTI and replacing with them looking toward a future in 2026 with a weaker dollar and a much larger US debt. SMH is my high risk bet with a 15% trailing stop (and it cranked +3% today so far), I think SMH is the play for 2026 but don't want to be the bag holder when AI purchasing grinds to a …