Marcos Milla
@MarcosMillaYT • 15,097 subscribers
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Tom Lee claims that when the correction in 1) Memory Chip Companies 2) AI Stocks 3) S&P 500 / Nasdaq-100 Is over… That we will hit MUCH MUCH HIGHER NEW ALL TIME HIGHS! Bullish for ETFs: 1) $DRAM 2) $SMH 3) $QQQM 4) $VOO 5) $SPMO 6) $XLK 7) $CHAT 8) $AIS 9) $AIPO 10) $SOXX Bullish for Stocks: 1) Micron $MU 2) Sandisk $SNDK 3) NVIDIA $NVDA 4) AMD $AMD 5) Lam Research $LRCX 6) Google $GOOG 7) Marvell $MRVL 8) TSMC $TSM 9) Broadcom $AVGO 10) Nebius $NBIS
Marcos Milla106,268 次观看 • 20 天前
Semiconductors right now are the heartbeat of the global economy and foundation of economic growth… how could you not be a bull? By 2030: 1) NVIDIA $NVDA is a $500 stock 2) AMD $AMD is a $1,000 stock 3) TSM $TSM is a $1,000 stock 4) ASML $ASML is a $3,000 stock 5) Intel $INTC is a $300 stock 6) Qualcomm $QCOM is a $400 stock 7) Micron $MU is a $1,750 stock 8) $DRAM is a $200 ETF 9) $SMH is a $1,000 ETF 10) Texas Instruments $TXN is a $600 stock
Marcos Milla345,219 次观看 • 2 个月前
Tom Lee predicts that the stock market could go into a bear market between August & October… Both: $VOO & $QQQM could drop a lot… On the bright side, July should be a great month for stocks… However, if huge red days do occur… It’s a buy the dip opportunity for: 1) $QQQM 2) $VOO 3) $DRAM 4) $VGT 5) $XLK 6) $SPMO 7) $SCHG 8) $SMH 9) $VTI 10) $SOXX 11) NVIDIA $NVDA 12) Micron $MU 13) Sandisk $SNDK 14) Meta $META 15) Google $GOOG 16) AMD $AMD 17) SK Hynix $SKHY 18) Lumentum $LITE 19) TSMC $TSM 20) Microsoft $MSFT
Marcos Milla129,654 次观看 • 1 个月前
Tom Lee sees the memory trade having a new cycle & not slowing down anytime soon… $DRAM is seen as being buyable with the dips & pullbacks … However, $DISK by Tema ETFs (in partnership with SemiAnalysis) could be a better memory ETF that is: 1) More Diversified than DRAM by RoundHill 2) Higher concentration NAND 3) Actively managed by a semiconductor-focused team in SemiAnalysis If $DRAM is a $200 ETF … Then $DISK is a $150 ETF… Robots, Humanoids, & autonomous cars need memory… You can’t call the end of the cycle…. I’d also argue that Sandisk $SNDK deserves an overweight position in a memory ETF like DISK.
Marcos Milla151,633 次观看 • 1 个月前
$DRAM uses Swaps to get additional exposure to Micron $MU … So you could have some volatility drag & additional fees that are taken out of the NAV… Now if you want to NOT pay the 0.65% expense ratio… You could save $$$ on fees by doing this: Buying: $EWY or $FKLR for Samsung & SK Hynix exposure + Micron $MU & Sandisk $SNDK & Western Digital $WDC … Save Money + have no vol drag
Marcos Milla180,892 次观看 • 3 个月前
Do NOT buy $DRAM on Fidelity... Be aware: Fidelity currently charges a service fee on purchases for DRAM. Fee: 1) 5% of your purchase amount 2) Capped at $100 per trade This is separate from the ETF's expense ratio...it's a Fidelity brokerage fee. You could STOP paying 2x Fees by buying $KMEM ... Kurv's Memory ETF does NOT have a Fidelity service fee...
Marcos Milla64,681 次观看 • 1 个月前
“I’m very bullish on the market over the next 12 months” - BlackRock CEO Larry Frink If the world’s largest asset manager who owns trillions of dollars says the market is a buy… THEN BUY: 1) $VOO 2) $QQQM 3) NVIDIA $NVDA 4) $DRAM 5) Sandisk $SNDK 6) AMD $AMD 7) $SPMO 8) $IBIT 9) $XLK 10) SK Hynix $SKHY 11) Google $GOOG 12) Meta $META 13) Amazon $AMZN 14) Microsoft $MSFT 15) $SCHG
Marcos Milla38,223 次观看 • 1 个月前
