I think time on our side and all semi and memory stock will pullback.
Planning this trade for long time. Buy at $38. Target $45.
$QCOM has strong fundamentals support as 4g/5g patents. For now stock trades for last year price, look good for me for hodl portfolio. Unfort trade wars can easily make pain for this stock, so be careful in you trades and dont forget to hedge.
$WDC looks like opportunity, if you ask me. Great company, bad times, strong support. But last year I hate it and waste too much time on it and buying power. Hope this year will be different (LOL).