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AskLivermore
@asklivermore
Singapore's #1# trader now on X. Timing cycles and stock rotation theory. Subscribe to my trades:
Joined February 2026
195 Following    148.6K Followers
The only thing that matters for tech stocks right now is $SMH, the semiconductor ETF. Once SMH can find a pivot low, this is when the 300%+ cycles for AI will come again. The current area is "okay" - not the best, not the worst chance. The best area is where I expect bulls to take over. Until then, we have to stay patient for SMH to decide what it wants to do. It's been a very frustrating, and "slow grind." If you can survive this back and forth daily, you can survive anything... let's go!!!
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