Opened $NVDA, $MU, $SNDK + $SOXL. Back in the chip trenches. Cut my $SMH and other AI/semi exposure in profit last Thursday via ATR rules. The flush has now brought us into the key areas where I wanted to rebuild. What I like: better entry levels, continued interest in the AI buildout, and potential for a sharp bounce if the selling pressure eases. $NVDA for broader AI exposure, $MU / $SNDK for memory, $SOXL for the tactical juice. Some of this selloff may be positioning-driven, but earnings and China memory competition remain risks. Building gradually, staying nimble. Levels fail, I'm out.