Just a thought

Summary

• The post discusses the psychological challenge of holding underperforming stocks while broad market indexes like SPY, QQQ, and SOXX are rallying, driven by semiconductor gains.
• The author’s thesis is that the hardest part of value investing is not holding during crashes, but holding through relative underperformance during strong bull markets.
• Quality assessment: This is a general market observation and personal reflection, not a well-researched deep dive – more noise/emotional sentiment than actionable analysis.