$Micron Technology(MU)$ $SK hynix(SKHY)$ Recently I've been rotating between Micron and SKHY. On Friday, Micron was the weaker one, so I trimmed some SKHY and moved that into Micron. The next day, SKHY was the weaker one and Oracle had the zoomies, so I trimmed some of that and bought SKHY back to a 50/50 allocation with Micron.
I'm now up about 5% on those SKHY blocks I bought yesterday, and I'd trim from those at this price.
There's something to this idea of keeping a 50/50 allocation between MU and SKHY and playing off the daily fluctuations between them. It's more than just the share price growth, because you're daily selling from the stronger one and buying into the weaker one.
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- Siriusrey·08-05 13:48Nice ideaLikeReport