One of my best trades was $Micron Technology(MU)$ . I locked in partial profits before earnings to manage risk, and the company still delivered another strong quarter driven by AI memory demand. I'm also optimistic about AMD as AI infrastructure spending continues to grow.
Overall, I'm still bullish on PLTR, Tesla, AMD and $NVIDIA(NVDA)$ for the long term. I believe AI remains the strongest long-term investment theme despite the recent volatility. Rather than chasing rallies, I prefer buying quality companies during pullbacks while staying disciplined with risk management.
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