I indeed entered a long SMH position, on top of the two half NVDA/ASML positions.
Early in the day, the SOXX MF indicated that buyers were very active, but the situation changed during the day and I had to exit both the SMH and the NVDA long positions.
I still kept ASML, because the EV pattern still looked good, but if the markets take a hit, that position will have to be closed too.
As we can see below, this month, both the portfolio and the S&P500 are losing money. I am still confident that I can turn this situation around, but the issue is really market uncertainty linked to Trump's possible strike on NK and the whole Euro zone hanging on the results of the coming French Elections. Under such conditions, it is very difficult to be committed to a specific market direction.
The trade ideas for Monday are below. Most interesting ideas are on the long side, simply because the market is oversold. If nothing bad happens during the weekend, Monday will open Green.