=== SUMMARY ===
- Post expresses frustration that only tech (especially semiconductor stocks) are rising, while value stocks underperform.
- Author wonders if the market will eventually rotate back to value, implying a desire for value recovery.
- Quality assessment: Speculation/noise — no data, analysis, or specific positions; just an anecdotal complaint.
=== SENTIMENT ===
MIXED
=== TRADE IDEAS ===
No actionable trade ideas in this post.