Added to portfolio on semiconductor recovery and AI demand

Semiconductors have fallen for nine consecutive days; the discomfort is understandable. Historical data shows this is the first time since 2006 that there have been nine straight days of declines. My account has seen a drawdown of 8.5% from its peak, with YTD returns at 33%. All holdings are as follows: INTC, MSFT, AMZN, GE, GOOG, CRCL, QCOM, EUAD, NUGT, BE, VST, TSLA, UNH, ADBE, NOK, HOOD There have been almost no major corrections in recent weeks. The only adjustments made were selling some Amazon shares, clearing out Nike positions, and adding Google and Qualcomm. I see AI agents being fully deployed across both consumer (C-end) and business (B-end) sectors. By 2027, AI spending will span the entire industry, not just limited to tech companies. GPU rental prices continue to rise, while cost per task continues to drop. The deployment of AI in software during Q2 has just begun, and acceleration will follow quickly. Forward P/E ratios for all valuations are nearly at low levels, including S&P equal-weight indices. Against this backdrop, I also recognize headwinds from macroeconomic factors, persistent inflation, and the capital drain caused by model company IPOs. I expect 2027 to continue the pattern of 2026: P/E declining or remaining at low levels, while EPS continues to accelerate. When selecting individual stocks, start with the stock itself. First, learn patience; step back to examine fundamentals rather than obsessing over daily price fluctuations. Control risk through position sizing and understanding.