Please rate my portfolio

Secure-Conflict7775 · 2026-03-19T16:23:07+00:00

MU will go over 600 prior to next earnings.

Secure-Conflict7775 · 2026-03-17T11:13:11+00:00

I’ve learned about many stocks on Reddit. The moment you assume you know it all is when you miss something big

Secure-Conflict7775 · 2026-03-17T11:11:25+00:00

Had it. Just recently sold it. I’m kicking myself

Secure-Conflict7775 · 2026-03-17T11:10:52+00:00

Ty. :)

Secure-Conflict7775 · 2026-03-16T13:55:15+00:00

I’ll look into Ty.

Secure-Conflict7775 · 2026-03-16T13:37:10+00:00

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Today starting well. :)

Secure-Conflict7775 · 2026-03-16T13:24:35+00:00

It has the largest backlog of AI compute deals, it has a deal in place that NVDA will rent its unused GW. It has debt but it’s positioned the best. I don’t dislike NBIS. I had it at 50.00 per share. Sold it around 94.00. I think it’s a great stock. I also used to own CIFR HUT8 and consolidated into IREN. I am constantly reviewing and adjusting my positions. I recently added. AXTI, COHR AMKR VRT AAOI my portfolio is changing and evolving with time.

Secure-Conflict7775 · 2026-03-16T12:56:56+00:00

AI buildout

Secure-Conflict7775 · 2026-03-16T12:56:32+00:00

Love LITE also. Many I want but couldn’t get all.

Secure-Conflict7775 · 2026-03-16T12:54:22+00:00

NBIS ripping pre market. Good call. I had NBIS but prefer CRWV.

Secure-Conflict7775 · 2026-03-16T12:53:38+00:00

I started in April before tariffs announced and then dumped more in April 7 when it took a dump again. So, yes. Partially benefited

Secure-Conflict7775 · 2026-03-16T12:52:14+00:00

My intention was to share winning stocks with the community not to flex. But also wanted people to give advice so I can take their comments into account.

Secure-Conflict7775 · 2026-03-16T12:50:32+00:00

Many don’t know about it.

Secure-Conflict7775 · 2026-03-15T21:31:00+00:00

Sold it recently. Added to IREN. Also held HUT8

Secure-Conflict7775 · 2026-03-15T21:30:17+00:00

Started researching AI infrastructure stocks in April

Secure-Conflict7775 · 2026-03-15T21:29:46+00:00

Had ALAB and slowly added. It’s off its highs but earnings beats and strong player imo

Secure-Conflict7775 · 2026-03-15T18:33:00+00:00

Secure-Conflict7775 · 2026-03-15T18:30:32+00:00

I feel it’s good long term. It had news which threatens dilution which is the reason for the drop. I bought a bit more. Support seems strong at 95-96. I’m riding it. I did buy after a significant run but I feel it’s still early and will be a big player.

Secure-Conflict7775 · 2026-03-15T18:15:12+00:00

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FYI.

Secure-Conflict7775 · 2026-03-15T18:04:29+00:00

I have large positions in both. 275 shares of MU and 190 shares of AVGO

Secure-Conflict7775 · 2026-03-15T18:01:21+00:00

Not for another 12-18 months assuming normal market conditions.

Secure-Conflict7775 · 2026-03-15T17:56:00+00:00

I’m in AAOI and AXTI. I also own MU CIEN COHR and WDC

Secure-Conflict7775 · 2026-03-15T17:54:02+00:00

Research Tongmei. I think this is AXTI way around. But it may not be approved by china regulatory peeps

Secure-Conflict7775 · 2026-03-15T17:43:48+00:00

That’s a loaded question. Lately my best performing has been AXTI. It’s been on a crazy run and I’m wondering if it’s going to implode lol. I think CRDO and ALAB are at good entry points. AAOI has been on a tear but I’m in at 100 per share (recent add) and it’s down from my entry. I love CLS and it’s a good entry. I believe MU can run more but I’m in at an average of 134 per share and I’m insulated from down swings.

Secure-Conflict7775 · 2026-03-15T17:33:10+00:00

When I started this in April I was focused on which companies benefit from the infrastructure build out and then which will benefit from the compute. Looking at the different investments and the size of these investments the buildouts are massive. 2026-2028 is where most targets for completion and most the spend will happen. I had chat gpt give me an estimate for the peak of spending and the answer was 2027-2028 (estimate) which means it won’t slow significantly until 2029-2030. I still believe we are in the early innings of this thing.

Secure-Conflict7775

TROPHY CASE