πππH1 felt like watching everyone feast at the AI buffet while I sat there nibbling on a bread roll. My biggest miss is
$Roundhill Memory ETF(DRAM)$ .
DRAM is a pure play memory ETF giving exposure to the companies producing the most critical bottleneck of AI: HBM, DRAM, NAND & storage devices.
It is 100% memory, the part of AI infrastructure that is exploding in demand.
DRAM ETF is concentrated with its 3 top holdings $Micron Technology(MU)$ Samsung Electronics & SK Hynix.
But hey markets are generous. They always give me a 2nd chance.
H2 is my redemption arc. Top of my list is $SK hynix(SKHY)$ IPO on Nasdaq - July 10. This is a global spotlight moment. HBM demand is still insane & SKHynix is tapping into this demand.
Then there are the 3 Singapore banks: $DBS(D05.SI)$ & UOB. They are my dividend kings. Not moonshots but they provide me with great dividends.
H2 brings more exciting opportunities to make money.
@Tiger_comments @Tiger_SG @TigerStars
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