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Thoughts on the raging bull that is semi

C
Jun 2, 2026 · 21:18

This isn’t a brag, as I’ve invested long enough to experience various market downturns. I’ve been heavily invested in AI/Semi stocks over the past year and have experienced a fair amount of volatility as a result but watching my portfolio rocket over the past couple of months makes me feel exuberant, giddy, and slightly uncomfortable. Like I wonder if I’m being greedy for thinking that this trend is going to continue. Pigs get slaughtered and all that… Part of me wants to cash half of it out and part of me thinks we’re still in the third inning. Anyone else feeling the same way?