Gtober, I don't follow individual groups, just individual stocks, I sold NSM around 48 (pre-split) in April, and NSM has been in a downtrend, ever since.
On a Monthly Chart the SWH is only down three months from it's April peak and "cyclically" a group usually declines six to seven months, at least, so I would avoid the semi-conductors, completely, until October or November.
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