Markets fluctuate.
But a strong investment thesis shouldn't fluctuate with every red day.
These are the prices where I've been buying during the recent weakness:
$Micron Technology(MU)$ 830
$Lam Research(LRCX)$ 290
$Corning(GLW)$ 170
$Tower Semiconductor(TSEM)$ 220
$MKS Instruments(MKSI)$ 295
$TTM Technologies Inc(TTMI)$ 155
$Western Digital(WDC)$ 490
$Lumentum(LITE)$ 830
$Credo Technology Group Holding Ltd(CRDO)$ 195
$Roundhill Memory ETF(DRAM)$ 53
I'm not trying to predict tomorrow.
I'm investing in what I believe the world will need years from now.
Often in X：@thequeennnz
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