Not many are putting in the work like we are.
It's that simple.
Up 70% year-to-date, sure, many might say we just rode the semi/memory wave… $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $Roundhill Memory ETF(DRAM)$ $Intel(INTC)$ AMD.
No.
Our returns are uncorrelated and come from deep research.
That's why, even on a day like today when the high momentum trade has unwound a bit… we're still green (albeit slightly, but still).
Understand what you own and who you're following.
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