Thoughts on my portfolio focused on semiconductors, gold, and cloud retail?

Hey everyone, I've been building a portfolio with a $500 daily investment strategy (except for SHOP at $1000 daily) and wanted to get some feedback on my thinking and potential blind spots.

My current investments:

**Semiconductor focus:**
- TSM (Taiwan Semiconductor)
- AMD (Advanced Micro Devices)

**Gold/Mining exposure:**
- GLD (SPDR Gold Shares ETF)
- RGLD (Royal Gold)
- NEM (Newmont Corporation)
- FNV (Franco Nevada)

**E-commerce:**
- SHOP (Shopify) - double investment at $1000 daily

**My reasoning:**

1. **Semiconductors (TSM, AMD)**: With AI development accelerating and computing demands increasing globally, semiconductor companies seem positioned for long-term growth. TSM provides manufacturing exposure as the world's largest foundry, while AMD gives me exposure to both CPU and GPU markets.

2. **Gold/Mining (GLD, RGLD, NEM, FNV)**: I'm allocating to gold as a hedge against economic uncertainty and inflation concerns. I've diversified within this sector with both direct gold exposure (GLD) and mining companies with different business models (traditional mining with NEM, royalty companies with RGLD and FNV).

3. **E-commerce (SHOP)**: I'm bullish on continued e-commerce growth, and Shopify seems to be winning the platform battle for small/medium businesses. I'm investing double here because I see strong growth potential.

What I'm considering:
- Is my portfolio too concentrated in semiconductors and gold?
- Should I add more geographic diversity?
- Am I missing any key sectors that would balance this approach?

Would appreciate any constructive feedback or thoughts on potential blind spots in my strategy. Thanks!