Riding the Risk-On Wind, Topping Up the Thin Spots First

Today's risk-on tide had me topping up my semiconductor and power-infrastructure sleeve. Nvidia, Samsung Electronics, Broadcom, SK Hynix, Eaton, plus the HBM back-end equipment name (042700) and the AI-server PCB name (042000) — I leaned into the ones where I was still underweight, and treated SK Hynix's and Broadcom's red days as cheap entries. I started a small new position in HD Hyundai Electric on the strength of its earnings, but momentum and sentiment haven't turned yet, so I kept the size modest. Samsung Biologics and Rainbow Robotics stay on the watchlist — not convinced enough to move today.