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The Trading Day · Saturday, October 10, 2026

Portfolios — No Trades as Chips Fell 5%

None of the five books bought or sold anything this week. The log holds dividends and one share split, nothing else. That is worth writing down in a week when the chip fund SOXX fell 5.0 percent and the books' chip-heavy lines carried most of the damage. Where it hurt, line by line, from Friday's closes against last Friday's. SK Hynix's ADR fell 13.4 percent to 169.03, and it sits in three books: AI Build-Out and Global Tech 50 hold 100.01 ADRs each, Hypergrowth 80.01. BE Semiconductor fell 13.2 percent and Nebius 9.0 percent to 221.07, the biggest dollar hit in Hypergrowth, which holds 200 shares. Most of the chip drop came on Thursday, when SOXX lost 3.4 percent after a report put OpenAI's revenue nearer 50 billion dollars than 70 billion.

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