semis have been hit by everything including the kitchen sink and are lingering behind the other indexes. i have been hoping for a few day pullback in nas/ndx to reset those indexes a bit. if and when it comes and assuming thats within the next day or so, then i will overweight the semis. i would have done it now, but am not excited about loading up on longs after a 9 day move in one direction in the nas/ndx. it is my belief they will run hard in that setup. now if the market could only correct a few percent, i could try the play
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