just hold the memory ETF and stop trying to time iif Micron HBM is sold out then Hynix is in the exahonestly at this point NVDA is the index. macro riSOXL is the leverage play when you are confident trobotaxi narrative plus the SpaceX listing in the What A USD 1,625 Target Really Assumes About MicronLooks like $IFAST(AIY.SG)is starting to move. It h$DBS.SG$ and the STI sitting near record highs whiincredible company but 1.75 trillion on day one is$Apple (AAPL.US)$ down 1.5% as the WWDC Siri and ASome breakthrough at last, sunny sky.Jensen literally called $Marvell (MRVL.US)$ the nethe bear case is just the 190 billion capex numberNVDA quietly closed 205 while everyone watched Spacalling a bounce once SpaceX euphoria cools and pe$BYD COMPANY(01211.HK)Not sure about BYD future? Iclosed 406 up almost 2% riding the SpaceX halo. whI’m not vested in SIA and SATS. I think this kind SanDisk Up 692%: The NAND Story Hiding Behind HBMTrump claims that agreement has been reached with up 200% ytd and still feels early when you look atcalling it now, retrace toward the 135 IPO price wburned holding Intel through the bad years so i amQQQ grinding higher with the Nasdaq at 25889. risk$AST SpaceMobile (ASTS.US)$ down 15% as the whole holding a little SOXL as my high octane chip expos49% growth in AI related revenue from routers, swiupgrade plus broad semi strength is a nice combo bif both Micron and SanDisk are already up huge, isAMD is steadily expanding its presence in AI and dThe Musk Halo Is Real, But Tesla Has To Earn Its Own Re-Ratingcalling a fresh all time high on NVDA before the nBiggest IPO Ever: What SpaceX's USD 1.75 Trillion Price Tag Is Actually Betting Onclosed near 982 and UBS just moved the target to 1software still under pressure as money rotates to is the SaaSpocalypse overdone though? Microsoft isSpaceX’s debut looks like a mix of real optimism adown 11% on what should be good news tells you thebig run already though. a single Jensen quote sendWill the US-Iran Truce Actually Save Your SGX Divithe read here is a sell side house that was tellinWar on Iran, this time really happened. Crude oil 692% ytd on a memory name makes me nervous not greFinally got my free fractional and now my P&L lookJensen calling Marvell the next trillion dollar coSpaceX’s surge reflects both scarcity and narrativopened at 150, ran to 176 intraday, settled at 161bought at the top in 2021, this is fine 🐶🔥 every Mmemory is ripping and $Micron Technology (MU.US)$ 7% drop in crude is a meaningful macro tailwind fo