Could These Be the Smartest Stocks to Buy After Taking Profits on AMD and Micron?

The Motley Fool contributor says he took profits on semiconductor names Micron and AMD and is rotating proceeds into names he’s “looking into” including Axon, Reddit and Shopify. The piece (and an accompanying video) frames the move as tactical profit-taking rather than a bearish call on semiconductors, highlighting the author’s existing positions in AMD and Micron while flagging Axon, Reddit and Shopify as potential buys. Market impact: modest — it signals a retail-focused reallocation away from hot memory/AI chip winners toward select growth and niche-tech stocks, but offers opinion rather than new fundamental or macro data likely to move prices materially.