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venividivibe

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Adjustments have been made to the portfolio. Liquidated the flat-liners and repositioned my holdings for a 🏃‍♂️ 🐂 $AMD(AMD.US)$Intel(INTC.US)

My instincts regarding $Roundhill Memory ETF(DRAM.US)were correct. The idea behind it makes complete sense. More AI = more computers = more chips, more memory needed. Unless you believe people will stop using or needing computers in the future. Which probably won’t happen because they haven’t found Sarah Connor yet.

$Roundhill Memory ETF(DRAM.US)$Dell Tech(DELL.US)$Lenovo Group(LNVGY.US)I make adjustments to my portfolio when necessary.My investments can be quite temporary.Some lyrics have meanings that inspire me. Like Clockwork. “Holding on for much too long is fear of letting go.” Because not everything that’s going up keeps going up, you know. Like Sam once said, “You gotta watch that. All the time.”

🟡 Meta ($Meta Platforms(META.US)) Why? Uniquely positioned compared to the other three choices. Less dependent on raw materials for what they do, I suppose. As far as I know (which isn’t much), they don’t make anything you can physically touch. Everything is in the cloud. Probably have less costs to be concerned about but what do I know? I’m just an old fool who doesn’t like Facebook and the scammy ads that have been plaguing it lately. Providing a platform for criminal/dubious/unethical activity and failing to address it effectively is irresponsible.

I had to liquidate most of $Western Digital(WDC.US) because of !$?@€£ so my cost price went up as I spent 3 weeks looking at red numbers.