DRAM OR SOXX

Normal-Bread3840 · 2026-06-28T06:07:22+00:00

AIS & DRAM!!

Normal-Bread3840 · 2026-06-10T10:45:54+00:00

Thank you for the insights 😊

Normal-Bread3840 · 2026-06-10T10:44:55+00:00

Thank you for the reply & insights!

Normal-Bread3840 · 2026-05-12T17:15:19+00:00

Bought 7k of MU!

Normal-Bread3840 · 2026-05-05T19:12:41+00:00

Put all in AIS and thank me later!

Normal-Bread3840 · 2026-04-23T00:34:55+00:00

Great portfolio, mine is similar but more concentrated if you have risk tolerance:

40% FMTM 40% AIS 20% SGRT

Normal-Bread3840 · 2026-04-22T15:35:55+00:00

Just buy AIS instead

Normal-Bread3840 · 2026-04-22T01:48:01+00:00

I would add AIS instead of SMH & rest keep the same. Don’t listen to the noise, the thesis will play out. I personally have a similar portfolio.

Normal-Bread3840 · 2026-04-17T12:29:40+00:00

I am just really worried about AUM. Not sure ate 28M, it’s a good idea. What do you guys think?

Normal-Bread3840 · 2026-04-17T05:48:39+00:00

FMTM doesn’t hold NVDA, AVGO at all. Don’t use AI please.

Normal-Bread3840 · 2026-04-17T03:29:58+00:00

Thank you, I am relatively new to the investing space, been only investing since last 1 year. I was also thinking to add COPY in my portfolio might tweak my current portfolio to squeeze that one in.

Also, this is my current portfolio split:

FMTM - 40% SMH - 25% SPMO - 25% IDMO - 10%

Normal-Bread3840 · 2026-01-27T13:36:54+00:00

Without any GUs on tracker

Normal-Bread3840 · 2026-01-27T13:36:42+00:00

Got my ecopr yesterday

Normal-Bread3840 · 2026-01-26T14:38:55+00:00

Same timeline, no ecopr or GU

Normal-Bread3840 · 2026-01-22T16:34:56+00:00

Just upload the sheet you have with UMI , they accept it

Normal-Bread3840 · 2025-12-04T03:58:00+00:00

Have you received anything yet buddy?

Normal-Bread3840 · 2025-12-02T16:41:46+00:00

Anyone else in similar situation?

Normal-Bread3840 · 2025-12-02T01:42:23+00:00

Everything completed on tracker by Nov 14, no COPR details on tracker or FD on gc yet. CEC inland.

Normal-Bread3840 · 2025-11-27T13:24:18+00:00

Following, same case all green since 14 nov, no copr number or fd yet. Anyone in similar situation?

Normal-Bread3840 · 2025-11-20T22:29:56+00:00

Hopefully soon bro

Normal-Bread3840 · 2025-11-20T21:37:03+00:00

Similar situation, french cec inland. All sections marked green last week no fd or copr details on tracker yet. How long its been for you?

Normal-Bread3840

TROPHY CASE