To The Moon

The top 3 performers from my trades were: 🥇‌ ‌‌$AST SpaceMobile, Inc.(ASTS)$  ‌70% 🥈‌‌‌$Vuzix(VUZI)$  ‌ ‌‌64.3% 🥉‌‌‌$Himax(HIMX)$  ‌ ‌57% Every trade idea is posted in my community first and shared on X afterward. I don't delete posts. I don't hide losing trades. I don't rewrite history. While some people quietly remove bad calls when a stock falls, every recommendation I've made remains public for everyone to verify. As May closes, I'm becoming even more bullish on June. Q2 earnings season is approaching. AI infrastructure spending remains strong. Memory, optical networking, semiconductor equipment, and data center-related names continue to show l

South Korea's KOSPI just jumped 8.18%. SK Hynix +15.91% Samsung +8.97% Memory is becoming the next bottleneck for AI. Those waiting for a semiconductor pullback may be waiting a long time. Please stay patient with‌$Roundhill Memory ETF(DRAM)$  ‌. The thesis hasn't changed. AI demand continues to accelerate, HBM remains constrained, and memory supply is still tight. The market is only beginning to recognize the scale of this cycle. I'll continue sharing more$DRAM research and strategies with the community.

‌$Marvell Technology(MRVL)$  ‌ was one of the few public ideas I shared—and it's already up more than 200%. Imagine the opportunities that weren't posted. X：@thequeennnz

Congratulations to all members who built positions in DRAM-related names, ‌$Roundhill Memory ETF(DRAM)$  ‌，‌$Marvell Technology(MRVL)$  ‌,$Micron Technology(MU)$  ‌, and$Aehr Test(AEHR)$  ‌during Friday's pullback. While others were driven by fear, we stayed focused on the plan and took advantage of the opportunity. As Warren Buffett famously said: "Be fearful when others are greedy, and greedy when others are fearful." More updates on my next moves and positioning plans will be shared in due course. Stay disciplined, stay patient, and let the market do the rest.

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 ‌$Lumentum(LITE)$  ‌&n

We're almost there, don't rush.🚀 ‌$POET Technologies Inc(POET)$  ‌

Investor: “Can I sell my ‌$Silver Verde May Mining Co., Inc.(SIVE)$  ‌ now?” Me: “When did you buy?” Investor: “After your May 13 plan.” He disappeared for weeks due to personal circumstances. Came back today. Checked the position. It's up over 100%. His next message: “My money has doubled. What's the next opportunity?” The market writes better stories than fiction.

For years, investors believed AI was a GPU story. Barclays believes the next chapter may be about CPUs. The firm recently raised its estimate for the server CPU market to nearly $200 billion by 2030, driven by the rapid adoption of Agentic AI. This is not a small revision. It suggests that one of the most overlooked segments of AI infrastructure could become one of the largest opportunities in the semiconductor industry. Why Agentic AI Changes Everything‌ Traditional AI workloads focused on training and inference. Agentic AI introduces something different. AI agents must plan tasks, manage memory, interact with external tools, coordinate workflows, and make multi-step decisions. Those functions rely heavily on CPUs. GPUs may perform the calculations, but CPUs increasingly serve as the orch

‌$Credo Technology Group Holding Ltd(CRDO)$  ‌has officially achieved our target, generating gains of over 30%. I don't need to sell dreams or make wild promises. Many investors who followed my research have shared their portfolios and progress with me. I respect their privacy, so I won't post those results unless they explicitly request it. My goal has always been simple: Find great companies early. Manage risk. Let the results speak for themselves.

Everyone is looking at $Oklo Inc.(OKLO)$  ‌ Everyone knows‌$NuScale Power(SMR)$  ‌. I'm watching‌$Terrestrial Energy(IMSR)$  ‌. Why? ✅ Uses conventional LEU fuel ✅ Targets both power and industrial heat ✅ AI, hydrogen, and manufacturing tailwinds ✅ Still underfollowed by most investors My biggest winners usually weren't the most popular stocks. They were the ones solving the biggest bottlenecks. ‌$Terrestrial Energy(IMSR)$  ‌is one of them. Often in X：@thequeennnz

‌I'm more interested in the companies getting paid regardless of who wins. The AI boom isn't a one-company story. It's an entire ecosystem. ‌$Broadcom(AVGO)$  ‌ ‌$Marvell Technology(MRVL)$  ‌ ‌$Micron Technology(MU)$  ‌ ‌$Taiwan Semiconductor Manufacturing(TSM)$  ‌ ‌$Advanced Micro Devices(AMD)$  ‌ Follow the money. Often in X:@thequeennnz