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Mrrusty

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- MrrustyMrrusty
  ·05-15 05:38
  $iShares Semiconductor ETF(SOXX)$ 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.
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- MrrustyMrrusty
  ·05-15 00:37
  Possibly opportunities for $NVDA chips to be sold to China. Pushing $NVDA higher.
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- MrrustyMrrusty
  ·05-15 00:17
  Time to load up $DRAM which has 75% consisting of SK Hynix, Samsung & Micron! :) with the demand of AI memory chips required for Agentic AI at least for this 1-2 years, let's pile up AI memory chips ETF.
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- MrrustyMrrusty
  ·05-04
  In for a much longer horizon rather than jumping in and out. Hard to time the market, let time do the compounding for us.
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href=\"https://ttm.financial/S/SOXX\">$iShares Semiconductor ETF(SOXX)$&nbsp;</a> 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&nbsp;to hug $SOXX for now.&nbsp;","listText":"<a href=\"https://ttm.financial/S/SOXX\">$iShares Semiconductor ETF(SOXX)$&nbsp;</a> 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&nbsp;to hug $SOXX for now.&nbsp;","text":"$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.","images":[{"img":"https://community-static.tradeup.com/news/3d7e6309e650005b24591db431106622","width":"1074","height":"1644"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/564271571965048","isVote":1,"tweetType":1,"viewCount":666,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000479","authorId":"9000000000000479","name":"glimmero","avatar":"https://static.tigerbbs.com/9e5f3c34ca3b3743623fe1884a908495","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000479","idStr":"9000000000000479"},"content":"AI memory still feels early. I’m still holding chip names too, but do you think Micron ran too fast?","text":"AI memory still feels early. I’m still holding chip names too, but do you think Micron ran too fast?","html":"AI memory still feels early. I’m still holding chip names too, but do you think Micron ran too fast?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":564197199769640,"gmtCreate":1778776655151,"gmtModify":1778778282133,"author":{"id":"4098664496525910","authorId":"4098664496525910","name":"Mrrusty","avatar":"https://community-static.tradeup.com/news/c21701dc3220be787126fb5d8d78691e","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4098664496525910","idStr":"4098664496525910"},"themes":[],"title":"","htmlText":"Possibly opportunities for $NVDA chips to be sold to China. Pushing $NVDA higher.","listText":"Possibly opportunities for $NVDA chips to be sold to China. Pushing $NVDA higher.","text":"Possibly opportunities for $NVDA chips to be sold to China. Pushing $NVDA higher.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/564197199769640","isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":564192285053944,"gmtCreate":1778775476029,"gmtModify":1778776500191,"author":{"id":"4098664496525910","authorId":"4098664496525910","name":"Mrrusty","avatar":"https://community-static.tradeup.com/news/c21701dc3220be787126fb5d8d78691e","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4098664496525910","idStr":"4098664496525910"},"themes":[],"title":"","htmlText":"Time to load up $DRAM which has 75% consisting of SK Hynix, Samsung &amp; 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.&nbsp;","listText":"Time to load up $DRAM which has 75% consisting of SK Hynix, Samsung &amp; 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.&nbsp;","text":"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.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":22,"commentSize":1,"repostSize":95,"link":"https://ttm.financial/post/564192285053944","isVote":1,"tweetType":1,"viewCount":4018,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":560454588347336,"gmtCreate":1777861447020,"gmtModify":1777864163629,"author":{"id":"4098664496525910","authorId":"4098664496525910","name":"Mrrusty","avatar":"https://community-static.tradeup.com/news/c21701dc3220be787126fb5d8d78691e","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4098664496525910","idStr":"4098664496525910"},"themes":[],"title":"","htmlText":"In for a much longer horizon rather than jumping in and out. Hard to time the market, let time do the compounding for us.","listText":"In for a much longer horizon rather than jumping in and out. Hard to time the market, let time do the compounding for us.","text":"In for a much longer horizon rather than jumping in and out. Hard to time the market, let time do the compounding for us.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/560454588347336","isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}