Hi - Just wondering what you all are thinking on semiconductors. Last year I did well with FSELX, the Fidelity Semiconductor Fund. It's doing okay in 2025, but I hear concerns about Trump tariffs and Chinese counter-tariffs. I also know some reputable traders who still see a 10-20% market correction coming. What are your thoughts? FSELX holds NVDA, ON, MU, TSM, BROADCOM and others. Thanks!