The semiconductor sector has been one of the most profitable here in 2019. Since the Christmas Eve lows, the Semiconductor Index is up nearly 40%.But there's reason for caution. Semiconductor stocks are expected to see earnings drop more than 20% compared to Q1 from a year ago. The P/E on the group has risen to 18 putting it more on the expensive side of things.Are you still bullish on semiconductors or are you more inclined to avoid here?Agree = BullishDisagree = Bearish