I run a "supermarket" in US stocks. The advantage of running a supermarket in hot themes is that there are often major positive catalysts that cause a particular stock to surge. Myanmar A-shares are not very suitable; they often get sold off heavily the day after a big surge, and it's hard to keep track if you buy too many.

I had five of yesterday's top 10 gainers, and I even have options on all five of them. The last one, the memory chip stock RMBS, why did it suddenly surge so much? It's been in my watchlist, but I never knew what the difference was between it and Micron/SanDisk, so I didn't buy.

$POET Tech(POET.US)$Applied Optoelectronics(AAOI.US)$Maxlinear(MXL.US)$Arm(ARM.US)$Intel(INTC.US)