US stocks keep rallying, and storage-related semiconductors are going wild. From the start of the year to now:
SNDK went from 240 to 1480
Intel from 38 to 112
AMD from 220 to 420
MU from 295 to 674
TER from 200 to 360
BTC just broke from 60k to 80k; in front of US stocks, it’s really lagging behind.

Current positioning: about 50%, with BTC and BNB making up the bulk, and other coins like ETH, PENGU, ONDO, PLUME, ZBT, DASH, ZK, LINK just for fun.

What small altcoins are worth picking up?