6H·

Chip boom, memory boom?

This trend has largely bypassed my portfolio, at least in terms of equities. As I have been investing in commodities and energy for a long time, as I have repeatedly written here, the current top 8 by performance looks very different to most people here who are probably investing in individual stocks.

In 9th place, by the way $INTC (-3,96%) !😂

But the truth is also that I $IREN (+4,65%) in between with 500%, otherwise they would now be in 2nd place if they had started at $9 at the time and would also $NBIS (+6,73%) would be in 1st place. While the hedged profits at $IREN (+4,65%) were at the right time, the sale of $NBIS (+6,73%) was a mistake from today's perspective, despite a profit of around 150% at an entry price of €32. But that happens to everyone over the years.

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5 Comentários

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Fuelcell Energy I find so attractive, but am still unsure because of hydrogen hype whether they will continue to rise during the day or the hype will pass. What do you think?
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@RobHood10 Do you really want me to give you an estimate for later today?
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@Multibagger yes please would be good thank you! ☺️
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@RobHood10 Do you want to do day trading? Nobody can predict that for you. There will certainly be further setbacks of 10-20%, at the latest when the Iran war ends and the other energy sources are available again. But I can't tell you on which day. Probably not today. But in the medium to long term, hydrogen is one of the most interesting alternatives.
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@Multibagger That's how it looks, I was already in hydrogen in 2018 and cashed in nicely on the hype. Now I have built up 2 positions. $NEL and $FCEL.
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