Memory & semi $SMH $DRAM $MU $AVGO $SOXX $AMAT $ASML are not independent of macroeconomics & inflation. High capex semi have less margin, when inflation cost high for parts and labor and commodities chemicals. Semi moves like Taj Casino, eventually Taj went bankrupt. Those days media hype, not Tweets. You can fact check.

---

Ok nvm don't do this. DRAM and SMH calls

---

War off again. These wars lasting too long smh

---

PUT premium very cheap at Vix low. Adding LEAP to hyper pump stocks including $DRAM $SMH $SOXX $MU $AMAT and many, not bad idea. Adding PUT strike , 25% down, in 100-120 days to expire, looks smart after big run

---

imagine thinking people bought $SPCX at $220 smh

---

If Beruit wasn’t bombed last week we’d already have a deal signed and no longer have anything keeping the market down smh 

---

Infinite riches are out there. Long DRAM and SMH, but soon gold, bonds and crypto will make a violent comeback. With that fintech will also rally. Reddit may too. It's really too easy just maybe keep some cash just in case of a stock market flushout outside of semis.

---

This is so gey smh

---

This whole war coulda been an email *smh*

---

Another three-day weekend in less than two weeks 😔 discrimination against WSB once again smh

---