After a good gain should I cash out and buy dips? Or hold and compound gains?

Didn't know what I was doing but started investing much heavier in Jan 2025. Among other things, I am up 153% and 177% on Soxx and smh in that time.. Amazing returns

Everything is due for a pullback and I'm fine with cashing out within 10% of all time highs, considering I'm up so much on these. And this is in my Roth so I won't trigger capital gains, which is great.

If I hold, I do think tech is the future.. Even if the Ai bubble bursts and we go down 70%, I'm still up 80-100% and then we return/eventually coast on to hundreds of percents higher and get exponential gains.

But my reason for posting is to ask, should I take out these winners and buy a dip of something else? I do have some funds I'm already deploying as the dips hit. For example, have been buying rklb and asts weekly, sometimes daily since below 110.. If they dip below my average in the 70s I'd like to hammer evwn harder than I am. But also slightly concerned that I don't have much else I have full confidence in outside of space, therefore creating a lopsided portfolio. I like VRT and BE but outside of that I'm difficult to persuade about full send beliefs in other companies.

So should I cash out of smh/Soxx or let them ride?