Over the past three days, U.S. stocks have felt like a political drama unfolding. On Monday, there was a sharp sell-off: the Nasdaq dropped over 1%, and the Nasdaq-100 fell 10% from its October high, entering correction territory. On Tuesday, election day, semiconductors rallied during the day: the Philadelphia Semiconductor Index rose 2.6%, SanDisk jumped 4.8%, Micron gained 2.6%, and NVIDIA rose 2.3%. But the optimism didn’t last long—by evening, after Democrats took control of both chambers of Congress, futures plunged 2.4% as investors worried AI investments and data center construction might face tighter regulations. Later, after Trump conceded, futures reversed course and climbed again. So if you ask me whether yesterday was up or down: it rose during the day, fell at night, then recovered in the morning. I’m just as confused as you are. My current prices: SanDisk at $1109.65, SK Hynix at $149.4, Micron at $841.44, NVIDIA at $207.06. Compared to last week, SanDisk is over 10% lower, Micron is down 5%, NVIDIA is down 2%, while SK Hynix has risen over 7%. The divergence is clear. This week, I’m neither chasing nor cutting. In a market driven by反复的消息, it’s easiest to make impulsive moves. Did you panic-sell on election night—or did you hold on? #SanDisk #NVIDIA solana:SNDKbwMUQvZhnLnxLduradgLHG5KrPuKwpnrkkGRhfH $NVDA