SOXX
iShares Semiconductor ETF
stock NASDAQ ETF

I have 4 core etfs. QQQM, SOXQ, URNM and XLE. I also hold small satellite positions in SHLD and COPX. I’ve found that my XLE is a great counter to my QQQ/SOXX. My case: the s&p is down almost 5% YTD and I’m up almost 4% YTD. I know most people would argue that I’m over complicating things but it’s working right now lol.

I own SOXQ which is similar to SOXX but has a lower entry cost if your platform doesn't allow for fractional shares

Index Barr ETFs for me because they organically rebalance without causing tax concerns and fear of it going bust eliminated yet no single stock company too big to fail. QQQ SOXX works for me and TQQQ SOXL if actively managed by selling into risk and buying when it stabilizes. Latter 3x will outperform even NVIDIA yet both benefit if any component rallies

I have 4 core etfs. QQQM, SOXQ, URNM and XLE. I also hold small satellite positions in SHLD and COPX. I’ve found that my XLE is a great counter to my QQQ/SOXX. My case: the s&p is down almost 5% YTD and I’m up almost 4% YTD. I know most people would argue that I’m over complicating things but it’s working right now lol.

I own SOXQ which is similar to SOXX but has a lower entry cost if your platform doesn't allow for fractional shares

Index Barr ETFs for me because they organically rebalance without causing tax concerns and fear of it going bust eliminated yet no single stock company too big to fail. QQQ SOXX works for me and TQQQ SOXL if actively managed by selling into risk and buying when it stabilizes. Latter 3x will outperform even NVIDIA yet both benefit if any component rallies

I just hold with Micron, haven't bought any more shares since last year. But I did recently add some more exposure via buying a bit more SOXX.

Kamala being elected would've made DeepSeek not occur?
That's the only question that matters to if whether a correction occurs at all here with 2025. As as long as DeepSeek occurs, that Nasdaq correction occurs even if you believe everything else is all hunky dory and drags everything with it lower.
It's not as if the above is a new and fascinating story. Even if you throw 2022 in the trash, the Nasdaq burnt everything down with it to an extent twice in Biden's tenure (not as much with 2021, but it was a minor issue from Feb, and fairly significant with 2024 and set up concerning divergences with the Nasdaq vs SOXX that never corrected even though the Nasdaq itself recovered).

QQQ SOXX