SOXS - Accumulation remains the Trade Plan

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Semiconductors continue to see large Geopolitical Risks building.

American Consumers have purchased their Fill.

Computers, White Goods, Autos.... etal.

Q3 EPS will be disappointing - EPS, Guidance, Demand.

Shortages and the inherent risk have not been priced in
as this event remains in waiting.

VXM is squatting on Lows once again... sideways to down
is our Indication.

AAPL MSFT GOOG NVDA FB - will attempt another Gamma Squeeze.

The State of the Semi shortage is being grossly understated.

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