Rate Of Return
Total AssetsThe reason for not making adjustments is SK Hynix's listing and using DRAM to capture the gains in the Korean market, of course, it will also go down with the market. For US storage stocks, I prefer SanDisk with a relatively smaller market cap 😄
Old Mantou, stop shaking… dizzy $Lumentum(LITE.US)
After some consideration, I've decided not to reallocate from dram to mu for now. I'll look for opportunities to allocate in other accounts.
$Lumentum(LITE.US) seems to be overvalued in the short term. Waiting for positive news or the next earnings report. It's oscillating at a high level, but the deeper the squat, the more powerful and higher the jump. Patience is key.
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