Mrrusty
Mrrusty
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avatarMrrusty
05-15
$iShares Semiconductor ETF(SOXX)$  after micron went parabolic, many folks advised to trim. riding on the Agentic AI craze, I think the demand for semiconductor chips will be high, especially AI memory related. Will continue to hug $SOXX for now. 
avatarMrrusty
05-15
Possibly opportunities for $NVDA chips to be sold to China. Pushing $NVDA higher.
avatarMrrusty
05-15
Time to load up $DRAM which has 75% consisting of SK Hynix, Samsung & Micron! :) with the demand of AI memory chips required for Agentic AI at least for this 1-2 years, let's pile up AI memory chips ETF. 
avatarMrrusty
05-04
In for a much longer horizon rather than jumping in and out. Hard to time the market, let time do the compounding for us.

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