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I’ve been obsessed with semis since highschool and have an extremely deep knowledge of the space. When I was a 2nd year associate, I put ~90% of my net worth (my view was I was young and there wasn’t much absolute downside, I had a few hundred k from prior year bonus and banking / college) into SMCI, NVDA, AMD, and TSM

This was 2018ish. I haven’t sold a dime and am sitting on pretty unreal gains. It’s quite surreal to say

Probably could’ve made 2-3x what I’m sitting on had I traded it along the way, but I’m not complaining

 

Moderna at $20 and sold around $140. Then bought NVIDIA at $185 and sold at $800. Bought GameStop recently and planning to sell shortly before the bubble bursts. Sitting on a big pile of cash atm.

 

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