Semis Just Broke Out of a Months-Long Triangle—Is Round Two Finally Here?

[Semiconductors are heating up again.](https://www.moomoo.com/news/post/76511741?global_content=%7B"promote_content":"11067213","promote_id":20795,"promote_type":43,"sub_promote_id":1%7D) SOXX just clawed back above its 60-day moving average near 523 after months of tight consolidation, and AI capex is projected to keep surging past $1.4 trillion by 2027. This next rally might not be as explosive as the Q2 melt-up, though—gains will be more earnings-driven, with single-name outperformance going to the stocks that keep beating estimates. Curious if y'all are holding through this breakout or locking in some profits right now?