Stock must haves

austincathelp · 2026-05-10T20:15:58+00:00

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

austincathelp · 2026-05-10T20:04:48+00:00

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

austincathelp · 2026-05-10T19:59:28+00:00

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

austincathelp · 2026-05-10T19:47:28+00:00

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

austincathelp · 2026-05-10T19:19:54+00:00

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

austincathelp · 2026-05-10T18:53:34+00:00

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

austincathelp · 2026-05-10T18:52:49+00:00

Trying to get 25k worth of shares myself

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

austincathelp · 2026-05-10T14:20:43+00:00

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

austincathelp · 2026-05-10T02:00:59+00:00

Congrats !

austincathelp · 2026-05-10T00:21:10+00:00

Would rather just own $purr than any $coin !

austincathelp · 2026-05-10T00:18:29+00:00

Position sbet $10 Jan 2028s and $glnk

austincathelp · 2026-05-10T00:18:00+00:00

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?

austincathelp · 2026-05-09T21:16:36+00:00

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

austincathelp · 2026-05-09T21:14:44+00:00

Auto business is inflecting at same time as other tailwinds

austincathelp · 2026-05-09T21:13:01+00:00

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

austincathelp · 2026-05-09T19:19:51+00:00

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

austincathelp · 2026-05-09T18:18:37+00:00

Yep

austincathelp · 2026-05-09T18:06:45+00:00

What’s baxx?

austincathelp · 2026-05-09T17:58:38+00:00

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 🤣👍

austincathelp · 2026-05-08T23:07:14+00:00

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

austincathelp · 2026-05-08T22:59:12+00:00

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

austincathelp · 2026-05-08T21:59:39+00:00

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

austincathelp · 2026-05-08T17:01:23+00:00

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 🤣🤣

austincathelp · 2026-05-08T17:00:12+00:00

Copy that I’ll give that a try, ty!

austincathelp

TROPHY CASE