I have held $Micron Technology(MU)$ in the past but now I just have $NVIDIA(NVDA)$ and $Advanced Micro Devices(AMD)$. Bigger, better, faster, stronger. Not bothered about tomorrow. More focused on 1 to 5 years out. I just collect more on the dips. I buy something every week. Whatever is cheap this week comparative to my long term thesis. I do not subscribe to a chip or Ai or data center bubble in the next few weeks. Realistically the narrative will change tomorrow, or next week. I set a course, and follow that course. Obviously I keep an eye out for a massive storm, or a change in the direction of the wind. But the wind is changing direction daily ATM and its only blowing at 20 knots max. So it is insignificant. I don’t get out of bed to sail in 20 knots, wake me up when it’s gusting 50Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
