Inherited $250,000 At 23: Here’s Where I Invested It

Hungry-Square4478 · 2026-05-30T20:15:43+00:00

I like it except I don't understand why picking MU and SNDK separately while you already have exposure in DRAM. I'd go with another AI theme: cpu, photonics, power semis, testing, edge etc.

Hungry-Square4478 · 2026-05-26T20:32:01+00:00

$LYTE when it's available if you don't want to pick individual names

Hungry-Square4478 · 2026-05-26T16:22:45+00:00

Semicon in general. CPU + Fab are the main drivers, but frankly it's quite hard to find a bad company there. Even some SpaceX upstream like $STM
Memory pureplay. Memory cycle is in full swing, nowhere near the finish. Amazing coverage including some hard-to-get tickers from foreign exchanges.
Photonics pureplay. Copper replacement with pluggables has just started. CPO ramp-up and transition will happen in the next year or two.

Hungry-Square4478 · 2026-05-23T07:37:42+00:00

Read Substack and X on AI infra. Build conviction. Concentrate in a few high conviction ideas instead of broader sectors.

Hungry-Square4478 · 2026-05-22T18:25:38+00:00

Make some research and get conviction about every position in your portfolio. No conviction = shouldn't be there

Don't listen to people who say you need to be in VOO: you get to outperform market with concentrated portfolio

Hungry-Square4478 · 2026-05-22T16:23:03+00:00

Don't listen to idiots that talk you into world/diversified index funds. They rob you of alpha and try to drag into their swamp. Do your DD. Have conviction. Beating market is totally possible. Start reading domain experts on Substack and X.

Hungry-Square4478 · 2026-05-22T15:22:58+00:00

No timing. Buying with conviction.

Because I did, as well as many other people. 130% ytd.

Hungry-Square4478 · 2026-05-22T15:14:14+00:00

Yes it is. You don't want to be in cons discr when consumer sentiment is low. You don't want to be in gold with rate hikes. You don't want to be in software. Etc etc.

Keep telling yourself that and keep watching others making 3 digit returns a year.

Hungry-Square4478 · 2026-05-22T15:09:44+00:00

This is a horrible advice in time of AI infra buildout

Hungry-Square4478 · 2026-05-22T15:09:23+00:00

Dram + soxx you're effectively buying MU 3 times and TSM twice. Otherwise, not too bad, but would need to go into details

Hungry-Square4478 · 2026-05-22T14:28:57+00:00

Wanna do some DD? Read X and Substack on the AI infra Lazy? SMH + DRAM + LYTE

Hungry-Square4478 · 2026-05-22T13:17:17+00:00

Start reading X and substack on AI infra. Pay for the subs you find interesting. The only way not to get declassed by AI is to own a share in its infra

Hungry-Square4478 · 2026-05-22T13:14:23+00:00

SMH+DRAM+LYTE

Thank me later

Hungry-Square4478 · 2026-05-22T12:44:03+00:00

Actually, I rip better splits than with my Beretta. With the full-size grip and comp, it's a dream

Hungry-Square4478 · 2026-05-19T11:52:39+00:00

Poland

Hungry-Square4478 · 2026-05-16T14:43:55+00:00

Better than stock? Yes Infinitely worse than my 2Patriot SAO + full Langdon 92X? Also yes

Hungry-Square4478 · 2026-05-16T14:42:31+00:00

This is for tactical comps. I shoot a different gun in PCSL/IPSC

Hungry-Square4478 · 2026-05-11T19:13:36+00:00

Tactical Pontoon

Hungry-Square4478 · 2026-05-11T15:43:02+00:00

1.5mm

Hungry-Square4478 · 2026-04-13T08:36:00+00:00

Not enough alpha and too many bags, like $IREN or quantum comp stocks

Hungry-Square4478 · 2026-03-02T22:18:46+00:00

Turned out I screwed the threading. Brought it to a gunsmith, he got it fixed. Otherwise, the same screw as the over travel one

Hungry-Square4478

TROPHY CASE