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Just released my updated short-term thesis on Semiconductor & Memory space 🚨 $NVDA $AMD $MU $INTC $SNDK $ON + more I break down the exact buy zones I’m watching over the next few months. Watch now ↓
58,164 views • 8 days ago •via X (Twitter)
13 Comments

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What about AVGO? Still holding, thanks Peter!

@grok is CRDO in this video

Thanks for the great breakdown!

Objective take my guy 🫡

10% up in 7 days but no, you should not have bought this. Meanwhile, I did, and I'm likely to get another 5% selling into Tuesdays premarket gap up based on Korea today, and if there is a dip at open, I'll likely buy that too and trade the days momentum for another 5%. But no, you should not invest in this space, those breakouts are a headfake, even if you missed out on a 20% increase to your portfolio in the last 7 trading days... Wait for it to tank again before the expected blowout financial report for $MU at the end of the month (If that actually happens after what we saw with $NVDA)

Everything except $SMCI

Thank you!!, i would anticapated to see SMCI too , cuz i think its in a discount also.

The habit I have stuck with is keeping charts and written reasons in one place.

do $NET please

The exact buy zones were last Monday and Tuesday Wednesday. You missed it

$ALAB showing strength and ready to fly mate

Semiconductors and memory remain some of the biggest AI infrastructure themes to watch. Looking forward to your breakdown of the key levels and setups. Always appreciate insights like this from you and @reynosismo_
