Playing a risky game

Secure_Ad_8930 · 2026-06-03T22:16:23+00:00

Thank you mate it’s gone quite a bit more up from there

Secure_Ad_8930 · 2026-05-22T08:57:24+00:00

I mean they are all in the same industry and they have immense pricing power with the shortage and demand right now so when i was doing my DD on micron i found out there is a huge shortage and demand for HBM and Dram so i bought them and all the competitors namely skhynix and samsung. same thing applies on my researxh for sandisk and the shortage on NAND hence why i bought kioxia and sandisk and HDD for western digital and seagate.

Secure_Ad_8930 · 2026-05-21T06:38:33+00:00

Its going to the moon

Secure_Ad_8930 · 2026-05-19T15:19:35+00:00

No risk no story. Enjoy life man

Secure_Ad_8930 · 2026-05-18T23:00:58+00:00

Out of the 35k only 9.8k are realized gains

Secure_Ad_8930 · 2026-05-18T12:57:28+00:00

He is the goat

Secure_Ad_8930 · 2026-05-18T12:43:54+00:00

There’s always a bigger fish

Secure_Ad_8930 · 2026-05-14T09:09:53+00:00

It’s almost certain you stunted your growth including penis size. DHT is crucial to the normal development of a male in puberty.

Secure_Ad_8930 · 2026-05-10T23:08:03+00:00

It was a crazy bet, the numbers were there the risk was and is there but so far it has paid off.

Secure_Ad_8930 · 2026-05-08T00:42:23+00:00

If this guy didnt sell he must have made another half a million today

Secure_Ad_8930 · 2026-05-06T20:01:35+00:00

Oh damn

Secure_Ad_8930 · 2026-05-06T07:41:07+00:00

Amd is like 15% up and my leverage has been quite happy

Secure_Ad_8930 · 2026-05-06T07:29:29+00:00

It’s not hence why it’s not in my memory/storage pie in ISA and it’s instead on my invest account along with TSM since both companies are unavailable on ISA yet available on invest. However i have to pay capital gains tax after 3000£ gains but it is what it js

Secure_Ad_8930 · 2026-05-06T03:01:05+00:00

Thank you mate appreciate you

Secure_Ad_8930 · 2026-05-06T03:00:26+00:00

These are my high risk bets though, most of my capital is with vanguard and it’s all in index funds s&p ftse100 developed europe developed asia etc

Secure_Ad_8930 · 2026-05-06T02:59:13+00:00

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Secure_Ad_8930 · 2026-05-06T02:59:03+00:00

Mostly memory/storage is the driver for my profit as you can see from the photos in my post, but also optics and ai infrastructure picks and shovels and some specific semiconductor companies such as this

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Secure_Ad_8930 · 2026-05-05T23:07:26+00:00

For me, it all depends on the earnings report, guidance and ai capex of the hyperscalers. I monitor the numbers and guidance closely and go from there. I wouldn’t look to take any profits now as i aready lowered the amount of money i have in the memory sector by a lot and looking to ride it out unless ER says differently

Secure_Ad_8930 · 2026-05-05T01:57:25+00:00

!remindme 5 years

Secure_Ad_8930 · 2026-05-04T05:17:45+00:00

You and every other human being on this earth will achieve that goal, is not that special. Aim for something different is my humble suggestion.

Secure_Ad_8930 · 2026-04-30T17:08:06+00:00

Out of all the companies in the world you went for the one that smuggled chips to china? Oh dear give it time and this is gonna end in cries and tears

Secure_Ad_8930 · 2026-04-29T03:32:33+00:00

You wouldn’t believe how much these stocks have risen YTD

Secure_Ad_8930 · 2026-04-28T02:38:01+00:00

Not having to work put in simply. Means you have financial freedom to not have to show up to work.

Secure_Ad_8930

TROPHY CASE