Microsoft halved, cleared twice the SanDisk position, cleared DRAM, kept INTC. Overall positions across all accounts are maintained at around 30%. It feels like the market has risen too fast recently, so it's better to lock in profits. I'll wait for Nvidia's earnings report next week to see; $Roundhill Memory ETF(DRAM.US)$Sandisk(SNDK.US)$Intel(INTC.US)$Microsoft(MSFT.US) maybe my judgment is wrong
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.