it's been a crazy week in the markets, hasn't it? If you've been looking at your portfolio lately, you've probably noticed that semiconductor ETFs are taking a pretty decent hit.
I’ve been reading a lot about the whole AI infrastructure war, and things are getting intense. Over in China, they're planning to release the KIMI3 open-weight model entirely for free.
The catch? They aren't dropping the source code. It’s pretty obvious what the strategy is here. They want to spread their Huawei servers and memory chips across emerging markets like Africa and South America to build long-term dominance without relying on the US.
Meanwhile, Google isn’t just sitting around. They're pushing Gemma 4B everywhere and even scored a huge deal to get Gemini integrated into Apple's iPhones. If AI completely takes over our phones and smartwatches, Google is basically going to own North America.
So why the market drop? Wall Street is just freaking out right now, thinking that big tech is spending way too much cash on building these massive AI data centers. It’s dragged the whole Philly Semi index down for about a week now.
To be fully transparent, I actually sold a bit off at the recent all-time highs just to secure some cash. But honestly? When I look at the objective profit growth of the companies inside ETFs like MAGS and SMH, it’s really hard to look away. All the future cost efficiency and real value is going to come out of this AI boom.
Trying to time this market is a nightmare. I’ve realized the only real way to build a solid retirement bag is just giving up on timing entirely. I’m just DCAing (Dollar Cost Averaging) every single month, keeping my ratios fixed, and ignoring the noise.
