I'm staying constructive on the semiconductor sector and used the recent pullback to add more exposure rather than reduce it. The rebound in memory stocks reinforces my view that the earlier selloff was driven more by sentiment than deteriorating fundamentals. AI infrastructure spending remains strong, and demand for HBM, DRAM, NAND, and advanced storage should continue benefiting the entire semiconductor supply chain. That's why I'm still comfortable accumulating SOXL and selectively adding names like Micron.

Tonight's earnings from Tesla and Alphabet will be the real test for market sentiment. Beyond the headline numbers, I'll be paying close attention to management's comments on AI monetization, cloud demand, capital expenditure, and forward guidance. If both companies demonstrate that AI investments are translating into stronger revenue and cash flow, I believe it could provide another leg higher for the broader AI ecosystem.

Volatility is inevitable, but I try not to let short-term price swings influence my long-term strategy. As long as the structural AI story remains intact, I prefer to stay invested and continue dollar-cost averaging during periods of weakness instead of trying to perfectly time every market move. Patience and consistency have always been the core of my investing approach.