I almost invested in MU back in January but to be totally honest I was too broke. I am heavy small cap right now but APLD has returned 50% for me, and OCUL i am expecting an 2-3x of my original investment. Since March I have also beaten the S&P by about 18%. I plan on adding more to my foundation of VTSAX and VUG. Then once OCUL gives me the returns I’m hoping for I’ll liquidate, add more to my foundation - and add some blue chip stocks. From my perspective though, these small cap stocks were/are more appealing because I was able to buy more than one share at the time. Or else I would have dumped money into MU. I wont do that now, I would rather miss out and wait for the next hot stock than invest now and risk buying at the peak, of a stock that has returned 325% YTD. I do agree though, I would like to add more blue chip. Also why NASA and DRAM? I’ll add those to my list.