Erstwhile

$Roundhill Memory ETF(DRAM.US) waiting for a good price.

Will big tech's capital expenditures continue? Is the demand for large models still strong? Will the new production capacity and price increases persist? Long-term agreements also have room for price hikes. Let's wait for the earnings season to verify.

Everything will be fine.

$Roundhill Memory ETF(DRAM.US)$SK Hynix(SKHY.US)

Is this Longbridge's Easter egg? 🥲

$Roundhill T-Rex 2X Long DRAM Dly TrgtETF(RAM.US) A breathtaking view lies ahead, please witness it.

Even though the guidance has long been shattered, please become the king of value investing.$Roundhill Memory ETF(DRAM.US)

Missing one Wistron NeWeb Corp., 6285.TW

Be a riddler once, the premise of sticking to the edge is not to panic, not to cross the line.

$Micron Tech(MU.US) new member of the trillion-dollar club

There's one thing that's really great about the Longbridge community: it's incredibly friendly for introverts like me.

When you encounter a problem, someone will definitely bring it up before I do. By the time I'm still figuring out what to do, someone has already provided a solution.

Many people are lost, but we need to be people of action. Keep up with the pace; if you think of it, do it.

$Invesco QQQ Trust(QQQ.US)

$Roundhill Memory ETF(DRAM.US) has been fluctuating around 54 these past two days. The previous relentless rise was a direct response to the earnings realization. Further upward movement will depend on more data; let's look forward to Kioxia! Hope it can reach 60 by the end of this quarter, and aim for 100 by year-end. Steady and sure, time is on our side.

$Roundhill Memory ETF(DRAM.US) I'm waiting for today's net asset value, then I'll think it over carefully. The market is very frenzied right now. The underlying stock is the old man (Trump), double leverage is value investing, and expiring options are stock speculation. This kind of scenario is abnormal. Even when speculating, you have to raise prices step by step. At this pace, except for those who went all in early and can't move, everyone else is missing out.

$Micron Tech(MU.US)$Sandisk(SNDK.US)$Roundhill Memory ETF(DRAM.US)Crazy, this isn't the normal way for a company's stock to rise, this is a guilt-driven compensation rally.

I don't get it...

$Apple(AAPL.US)$Intel(INTC.US) steadily improved and continuously deepened their own businesses while the memory and optical communication sectors were booming, until their true value was realized. Berkshire Hathaway's shareholder meeting gave me a lot of insights. When focusing on rapid growth, we still cannot abandon those hard-working enterprises.

$Berkshire Hathaway B(BRK.B.US) buy, year by year

$iShares Semiconductor ETF(SOXX.US)$Roundhill Memory ETF(DRAM.US)$Invesco QQQ Trust(QQQ.US)

Tech stocks have risen to the point of leaving one speechless.

$Roundhill Memory ETF(DRAM.US) I've already added to my position 3-4 times, with an average cost of 36.7, and I'm basically entering a stable observation period for my holdings. The memory sector is too strong; from what I've observed, it's basically been climbing step by step all the way up, relying on super-strong performance. Using 40 as the base point, I'll add on every 5% drop and move the base point up on every 10% rise. This minimizes the chance of missing out, and anchoring to round numbers doesn't work here. I'll operate this way until the end of June. Also, you must pair this with SanDisk when buying; this one's SanDisk content is too small.