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FWIW I agree with rile172 - and when it's a market sector depression cycle, not in a TA sense but in the general consumer spending/semi-industry sense, I often consider buying....but then I never would have ridden through a large downward delta without diversifying into the cash to do so. You have to watch the changes in semi markets - they cycle with steps downward all too frequently. I solidified this observation a long time ago not only as a passive investor but as a EE working with semi equipment suppliers.

I figure you (we) do our fundamental research & pick good companies & interesting markets. I make buy/ sell rules and thresholds. Stick to them or make them dynamic but at least let them trigger the process of portfolio analysis. You can always revisit the thresholds or alarm rules later but at least set them to some level of comfort to take profits occasionally and stop gap losses. That's how I've made money off ADI (especially) and other semis for 18 years. ANY time I've ignored my own advice (above) I've really regretted it.
Just sharing FWLIW.
Gd luck,
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