Still have an oversized bag o chips.. $SMH makes a whole lot of sense here. $QCOM makes the 5G chips for both $AAPL iPhone &amp; $GOOGL Android &amp; perhaps even Huawei too.. so basically all of it. $TSM way too cheap.. but many names like $MRVL $NVDA $AMD $MCHP $LRCX $SWKS $QRVO great. https://t.co/1d4eRt4vdn