When are you guys selling Semis? $AMD keeps chugging up.

How much more stretched can the valuations get in this sector? Since the April lows, they have been non-stop pumping. On April 1st, the price of AMD was about $206, and as of today's most recent session, it's closed at a price of $542, and is nearing $1T in market cap. Even AI models are still bullish on AMD. Who is still holding, and what is your PT, if the current price still doesn't entice you to sell, considering this recent rally? AI signal calling AMD bullish, as per news, congressional buys, and mome

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