My very simple semi/memory/storage stocks DD
$MU$SNDK
AI SUMMARY — Memory and storage component prices are increasing with tight supply constraints, evidenced by price surcharges from major suppliers like Ubiquiti and bulk purchase limits. The author bullishly projects continued strength in semiconductor stocks unless a broader market collapse occurs.
| TICKER | MU |
USER | u/jfwelll |
| RATING |
BULLISH |
ENTRY |
$981.61
|
| POSITION |
5 sh
SYN
|
BOOK VAL |
$4908.05 |
| CURRENT |
$910.43 |
P&L % |
-7.25%
|
| CURR VAL |
$4552.15 |
P&L $ |
-355.90
|
| TICKER | SNDK |
USER | u/jfwelll |
| RATING |
BULLISH |
ENTRY |
$1980.10
|
| POSITION |
2 sh
SYN
|
BOOK VAL |
$3960.20 |
| CURRENT |
$1740.00 |
P&L % |
-12.13%
|
| CURR VAL |
$3480.00 |
P&L $ |
-480.20
|
So here is goes its going to be a TLDR only:
Here is the mail our rep just sent me.
Last week when buying from ubiquiti they added an extra charge for memory and storage price increase.
When tried to buy memory in bulk last week I had to go through multiple seller because they limit the buys to ridiculously low amounts.
Yes, the stocks been going up crazy already, but its not slowing anytime soon unless the bubble pops, in which case we will have bigger problems anyway.
So buy more semis, more mu more sndk.
Thats it. Thats the DD.