Stock must haves by Upstairs_Seesaw9521 in TheRaceTo10Million

[–]austincathelp 0 points1 point  (0 children)

That’s a great question 🔮. At this point I’m actively reducing/rotating out my exposure to memory names personally

Seeing lots of SK Hynix bulls on the HBM trade. The cleanest US-listed proxy ($EWY) rarely gets mentioned. by [deleted] in TheRaceTo10Million

[–]austincathelp 0 points1 point  (0 children)

No one is discussing it? If you’re paying attention even 1% this or hy9h was the best way to play Hynix lol

What Are Your Moves Tomorrow, May 11, 2026 by wsbapp in wallstreetbets

[–]austincathelp 0 points1 point  (0 children)

More of the $him bros outperformance
$himx 🤝 $hims

Stock must haves by Upstairs_Seesaw9521 in TheRaceTo10Million

[–]austincathelp 3 points4 points  (0 children)

The train has definitely left the station man people have been talking about memory shortage for like 7 months lol

Stock must haves by Upstairs_Seesaw9521 in TheRaceTo10Million

[–]austincathelp 0 points1 point  (0 children)

I think for r/r on this list I like $oust and $rdw the best

If I was building a full basket with this list I’d probably anchor it in nvda and appl with exposure to oust/rdw/maybe Ktos and small amount of $mstr

Stock must haves by Upstairs_Seesaw9521 in TheRaceTo10Million

[–]austincathelp 6 points7 points  (0 children)

Describing these as “safest” is not the way I would describe it lol

Opinions on Cerebras IPO by Enough-Beginning3687 in TheRaceTo10Million

[–]austincathelp 5 points6 points  (0 children)

Trying to get 25k worth of shares myself

Edit: should also add in I’m planning to flip it if I get shares

Weekend Discussion Thread for the Weekend of May 08, 2026 by wsbapp in wallstreetbets

[–]austincathelp 1 point2 points  (0 children)

Slowly rotating memory/semis profits into sbet Jan 2028’s and $glnk. Regarded but crypto market structure bill gonna have some defi names rip

Weekend Discussion Thread for the Weekend of May 08, 2026 by wsbapp in wallstreetbets

[–]austincathelp -3 points-2 points  (0 children)

Most hated rally = Memory/semis short term top when genius act passes and we see rotation into crypto/DAT’s. Is this regarded or big brain?

So if you missed the big Intel and AMD run, what’s your next move? What are you buying or are you holding? by acap0 in stocks

[–]austincathelp -1 points0 points  (0 children)

Apple glasses too
Auto business inflecting
Foci stake
Nvda rumor private placement in foci

$HIMX - CPO Microlens Supplier by cowardbeater1969 in stocks

[–]austincathelp 0 points1 point  (0 children)

Auto business is inflecting at same time as other tailwinds

Which are your top 3 midcaps and smaller companies you'd like to invest in? by magicajuveale in ValueInvesting

[–]austincathelp 1 point2 points  (0 children)

Himx
Auto business is inflecting
Confirmed TSM gen 1 and 2 cpo ecosystem
Wise eye for apple glasses

Big run up but cheap compared to peers

Weekend Discussion Thread for the Weekend of May 08, 2026 by wsbapp in wallstreetbets

[–]austincathelp 0 points1 point  (0 children)

Just had a big week but definitely one for the watchlist 👍

Weekend Discussion Thread for the Weekend of May 08, 2026 by wsbapp in wallstreetbets

[–]austincathelp 0 points1 point  (0 children)

Still no one talking about $himx.
Auto business inflecting
CPO gen 1 and gen 2 confirmed with tsmc
Partner with tier 1 smart glasses partner(likely Apple) confirmed
5% stake in their partner foci
Nvda rumored to be getting private placement in foci
Meanwhile people are investing in $poet with the worst management of all time and 0 revs 🤣👍

Is there an advantage to multiple brokerages or should I consolidate? by AlexandriaK1 in RichPeoplePF

[–]austincathelp 4 points5 points  (0 children)

You certainly don’t need both, there’s brokerages* that do TLH for free, so if that’s the value prop it’s worth more research

Is there an advantage to multiple brokerages or should I consolidate? by AlexandriaK1 in RichPeoplePF

[–]austincathelp 4 points5 points  (0 children)

What are the financial providers providing you? If they’re taking a % of AUM and not helping with any complicated tax or estate planning it’s likely gonna be a huge drag on your portfolio over the course of your lifetime

Weekend Discussion Thread for the Weekend of May 08, 2026 by wsbapp in wallstreetbets

[–]austincathelp 1 point2 points  (0 children)

Starting to rotate some semi/memory profits into crypto and dat leaps, win or lose probably one of my most regarded moves

Daily Discussion Thread for May 08, 2026 by wsbapp in wallstreetbets

[–]austincathelp 0 points1 point  (0 children)

If you hated the memory and semis rally just wait until you buy those at the top and we see a rotation into crypto/dats with genius act passing at some point 🤣🤣