After considering all the facts and reviewing the earnings, I believe semi stocks may have topped in short term and we might see some 3-5% correction. SMH at 32.43 Time : 2PM Friday 11/28
As of now 2:15, I believe semi is a buy again. that correction is done. Buying list ADI @ 35.40, SMH @ 30.87. ADI will announce numbers next week.