Today's selloff was brutal. $MRVL , $MU , and $INTC were all hammered deep into the red, along with several other stocks in AI, storage, semiconductors, and space.
While others panic-sold, I kept adding to my positions.
These aren't random picks—they're core holdings in AI, storage, semiconductors, and space.
Short-term noise is normal; the long-term thesis hasn't changed.
While others panic-sold, I kept adding to my positions.
These aren't random picks—they're core holdings in AI, storage, semiconductors, and space.
Short-term noise is normal; the long-term thesis hasn't changed.