Semi Mania Takes A Breather On China Fear And Seagate Comment, But Nvidia Can Reignite It; Trump Buys More Time

Semi Mania Takes A BreatherNote the following:Magnificent Seven Money FlowsMost portfolios are now heavily concentrated in the Mag 7 stocks. For this reason, it is important to pay attention to early money flows in the Mag 7 stocks on a daily basis. When there is significant news in the Mag 7 stocks that rises above the threshold of noise and impacts your entire portfolio, it is covered in the main section above.Momo Crowd And Smart Money In StocksThe momo crowd is buying gold in the early trade and is especially aggressive in gold ETF (GLD), silver ETF (SLV), gold miner ETF (GDX), and silver miner ETF (SIL). Smart money is inactive in the early trade.BitcoinBitcoin (CRYPTO: BTC) is seeing selling.What To Do NowConsider continuing to hold good, very long term, existing positions and add tactical positions based on signals.Benzinga Disclaimer: This article is from an unpaid external contributor. It does not represent Benzinga’s reporting and has not been edited for content or accuracy.Market News and Data brought to you by Benzinga APIs© 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.To add Benzinga News as your preferred source on Google, click here.