The Limitations of Retail Investors

They have either been stuck in positions for years prior to the semiconductor rally or have no experience making real profits through a structured plan of switching between stocks.
It means they have never properly read the market or sectors to execute timely buy/sell responses.
There is no need to even mention those who just entered the market this time.
Consequently, they lack confidence or specific plans for their next stock.
Their very lack of capability forces them into a structure where they have no choice but to obsess over semiconductors.
In reality, in positions where there is high uncertainty and significant downside risk alongside the upside (especially in current positions that have peaked and are pulling back), you should not enter even if it might rise later.
If a drop occurs, retail investors lack the capacity for quick responses, and even if they recover their losses, it will take at least several years.
This type of position is outside the analytical scope of typical retail investors.
However, this rule is not followed due to the dopamine hit from high-volume volatility and the limitations of retail investors who constantly try to gamble again in the places they won or lost.
To achieve long-term profitable trading without losing money, you must follow this rule, no matter how boring it may seem.