万山红
2026.06.02 14:02

This is my portfolio. I only added to my position in SK Hynix today and didn't touch any other stocks.

Dell: Normal adjustment, still bullish afterwards, the uptrend in my view hasn't ended in the short term.

Micron: No action.

Himax: I've mentioned it before, bought at 6000, holding it like a lottery ticket (originally said I was bullish it would definitely hit thirty, but the volatility is too high, treating it like a scratch card).

Above, currently no bearish factors observed in the broader market. Actually, those who like Google can also watch for buying opportunities on dips. Next week's Oracle earnings report is also an opportunity. After Broadcom's earnings come out, I will refocus on Oracle stock in the short term.

$Micron Tech(MU.US)$Dell Tech(DELL.US)$AMD(AMD.US)$Intel(INTC.US)$Sandisk(SNDK.US)$Himax Tech(HIMX.US)

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