SMH has rebalanced

What's interesting on this one is that most people is bearish on this ETF (UCITS version). I am rather bullish for this precise reason. I am irresponsibly long on this one until 2030 at least. Many analysts on Tipranks consider the current price to be the bottom-ish for US version (target 388), with a bullish target of 607, and a median of 488. **SMH Updated Top 10 Holdings (March 2026)** * ASML - ASML Holding N.V. (11.43%) * TSM - Taiwan Semiconductor Manufacturing (10.70%) * NVDA - NVIDIA Corporation (9.20%) * MU - Micron Technology, Inc. (9.11%) * AVGO - Broadcom Inc. (7.21%) * AMD - Advanced Micro Devices, Inc. (\~5.90%) * LRCX - Lam Research Corporation (5.68%) * AMAT - Applied Materials, Inc. (5.59%) * KLAC - KLA Corporation (5.12%) * ADI - Analog Devices, Inc. (4.92%)