zubee
Upward only, let's make those gains
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- $Intel(INTC)$ That's a pretty bullish statement on computers and GPUs. It should be a positive for MU and SNDK.
- $Roundhill Memory ETF(DRAM)$
It's not like we're buying at the top around 70-80, lol. MACD is starting to curl up... would be nice to see a W shape form here. - $Roundhill Memory ETF(DRAM)$ I've been in both, but $Tema Memory ETF(DISK)$ is clearly outperforming.
- $Alphabet(GOOGL)$ That was an insanely bullish take. It's hard to listen to commentary like that and still think any sort of AI crash is on the horizon. AI capex is still increasing every quarter. $Roundhill Memory ETF(DRAM)$
- $Roundhill Memory ETF(DRAM)$ After what Google had to say, it feels more like an incredible opportunity now. From where I stand, I'm adding to my position. I'm also buying more NBIS.
- $Micron Technology(MU)$ $NEBIUS(NBIS)$ $Marvell Technology(MRVL)$ $Applied Optoelectronics(AAOI)$ I've been gradually adding to my positions in the so-called 'Four Horsemen' over the past week, and it's been interesting to see them perform.
- $Roundhill Memory ETF(DRAM)$
On the earnings call, Google mentioned that AI capital expenditures are set to keep increasing. - $Roundhill Memory ETF(DRAM)$
The market held onto most of the gains from the previous session, which is a positive sign. A green close to the day would set a more bullish tone for the next trading day. - $Micron Technology(MU)$ DRAM prices aren't likely to drop soon. At least for investors in Micron, that's probably a good thing.
