🦃 Thanksgiving AI stack — SOXX on watch

Stats ▶
YTD: +31.9% vs QQQ +28.9% (Nov 2025)
1M: −4.5% from recent high
Top-5 (NVDA/AVGO/AMD/ASML/TSM): ~31.1% of fund

Angle ▶ Basket exposure to AI GPUs, memory, and tools while smoothing single-stock volatility.

Not investment advice.
#SOXX #AI #Semiconductors #ETFs 🍁

Semiconductor Industry Growing to $1 Trillion by 2030 📈 #INTC #TSM #NVDA #QCOM #SMH #SOXX #XSD #semiconductors
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