millionaire

$Roundhill Memory ETF (DRAM.US)$ down with the whole complex on the SK Hynix profit scare, but this is exactly why i hold the basket instead of picking SanDisk or Micron individually, no single -15% Korean session guts me. the undersupply-through-2030 story didn't change today, only the margin timing did. adding slowly on weakness, not chasing, and definitely waiting for CPI tonight first.

$Roundhill Memory ETF (DRAM.US)$ is the lazy way i'm playing "memory undersupplied through 2030." SK Hynix debut, Micron near 980, SanDisk with a $3,000 target, all in one basket without picking the winner. the whole complex got validated Friday. i'm adding on any CPI-week dip, this is a multi-year hold not a trade for me.

SK Hynix when-issued trading starts tonight under SKHYV, regular trading Monday. i'm not touching the debut, IPO first-day moves are a casino. but the fact that the second-biggest US IPO in history is a memory company, landing right as memory bounced out of a bear market, is a pretty loud signal. holding my $Roundhill Memory ETF (DRAM.US)$ basket and watching how it opens.

the chip divergence is brutal for $Direxion Semicon Bull 3X(SOXL.US) holders because the index nets out NVDA up and Intel down into chop, and chop is where the 3x daily reset decay eats you alive. i only ever scalp this intraday. if you're holding it overnight through a sector this split, you're paying the decay tax every single day. respect the instrument.

today was exactly why i never hold $Direxion Daily Semiconductor Bull 3X (SOXL.US)$ overnight. SMH fell over 3% so the 3x got hit around 9-10%. i was flat into the close, thank god. if you're bag-holding this through a chip bear market the daily reset decay will bury you even if semis eventually recover. this is a scalp tool, not an investment.

the semi bounce Monday was real and $Direxion Daily Semiconductor Bull 3X (SOXL.US)$ ripped hard with it. i scalped a piece intraday and closed it, i do not sleep with leverage overnight. if the rally holds today i might do it again. if it fades the leverage cuts the other way fast. Samsung's $58B print is a tailwind but 3x is 3x.

Sembcorp Industries quietly had one of the most active trading days on SGX friday while everyone watched US chips. FY25 net profit around S$1B, analysts target near S$6.89 vs ~S$6.19 now, and earnings land July 30. i hold a starter for the yield and the energy transition angle. adding a bit before the print, this one flies under the radar.

reminder from today: $Direxion Daily Semiconductor Bull 3X (SOXL.US)$ got torched when the SOX fell 5%, that's the 3x working against you. i only ever scalp this intraday, never hold overnight. the leverage plus daily reset decay will bleed you dry in choppy tape. respect the tool or it eats you alive.

nasdaq 100 chopping around as tech splits, some names red some green. not making any big bets at these levels, just dollar cost averaging the index and ignoring the daily noise. boring but it works for me

Numbers are insane no doubt, but the stock already ripped 17% and it's sitting at $1,231. Buying memory the day after a blowout print is exactly how people end up holding the cycle top. I want to see it hold $1,180 before I touch it.

SNDK got dumped -13% then another -5% into the Micron print and now memory rips. classic shake out the weak hands right before the good news sia. NAND supercycle story is intact, im looking at this dip around 1,985 as a gift not a warning.

SanDisk ripped to a fresh all-time high close around $2,273 today riding the Micron wave, and the analyst tape is stacking up: BofA top-5 AI pick, Barclays upgrade to Overweight, Mizuho lifting FY27 revenue to roughly $45B. i added a small starter here, NAND pricing forecasts at +234% next year is hard to ignore.

The headline everyone underrated When Tim Cook tells the Wall Street Journal that price increases are "unavoidable," that is not a throwaway line. Apple has spent fifteen years absorbing component cos...

just gonna hold my TSLA and touch grass. the daily moves mean nothing until deliveries come out 🫳

newbie q, does market cap even mean much when only 4% of shares actually trade? feels like the price is set by a thin slice of float 🙏

clean setup honestly, geopolitics off the table and the whole market exhales. just late in a very strong year so i am adding slow, not all at once 🧠

Nokia has been the sleeper AI play, up 127% this year on optical networking demand. small pullback today after a huge run, still like the story 📈

a 3% day to a record is huge for an index. peace deal plus AI momentum, hard to fight this tape 💪

the read is simple, every AI data centre needs optical transport and Nokia sells the gear. a target that implies 50% upside tells you the street is finally repricing the AI exposure it ignored 🧠

look under the hood and it is two engines. Starlink did about 11.4B revenue and 4.4B operating profit, that is the cash machine. the xAI unit lost over 6B building data centres. you are buying the sum of those stories 🧠

the bear case is just the 190 billion capex number and capacity limits. the market is pricing the spend it can see and discounting the monetization it cannot model yet. that asymmetry usually resolves up over time 🧠

bought the fear near 940 two days ago, looking less stupid today 🫡

if MU dips toward 900 again I'm adding more, simple as 📉➡️📈

adding on this dip. when the strongest name in the group pulls back with the whole sector, that's the one I want more of 💪