CandianInvestor

Why I am so bullish on $SIMO? -Simo is the leading NAND flash controller manufacturer. -NAND makers have started outsourcing NAND flash controller so that they can free up space for Wafer manufacturering. -Memory maker have stopped making eMMC again to free up space for higher margin HBM and DRAM. -Simo developed and secured design win with multiple tier 1 customers for their high margin Mon Titan SSD controller. -Developed Ethernet and NV Link switches with tier 1 customer for their GPU CPU platform. -Working on design qualification for NV Link switches for TPU.

Memory is best trade right now $MU $DRAM

You should not fall in love with one single stock. $IREN did good for me last year and I am glad that I moved on and invested in stocks like $AAOI, $SIMO, $MU, $SIVE, $ACMR, $AMDL

@BULLOFBRITAIN Ageed. I just started posting two days ago and I did screenshoted my account to attract some followers but it never felt right. I would rather try to help build people their own conviction than following me blindly.

I've seen a lot of talk about anonymity and following charlatans hiding behind fake backgrounds and pfps. > I know people personally who have been home invaded over a privacy breach. Being guilt tripped into doxxing yourself can do far more harm than good. > At the end of the day the best ideas float to the top. Take @ParadisLabs and @aleabitoreddit for example. Judge the calls on the calls. Whether you can verify someone's CV has nothing to do with whether they are right. > I think showing portfolio value is actually a toxic approach. I know plenty of millionaires who are awful traders. Some people who post portfolio value are using it as a psychological trick to persuade you that money = intelligence. Therefore they must know what they are talking about right? > Whos conviction do you trust more - A guy with 100k who 10x'd his port - A guy with 1M who 2x his port - Both same gain value > Half the PnL on this site is survivorship bias. You see the green months, never the blowups. Posting your port is not transparency, it is marketing with extra steps. > Showing your face does not make you immune to being a charlatan. That is what public discourse is for. Even if you hide behind a fake persona, someone who knows what they are talking about will call you out in your replies. > Posting allocations does not teach anyone anything. It just gives people a trade to copy without the cost basis, the timeframe, or the exit. They buy your conviction at a worse price and become weak hands the moment it dips. Picture unrelated.

Tech stocks are the way to go $QQQM

I am $Dram $Mu

@cadinvests I knew the probability of both was low, so I wanted to be polite and say yes it is boring lol

@simranjohal00 And if I’m neither 😅

A few people were asking what my TFSA Portfolio looked like after my post yesterday. It's pretty boring - but the proof is in the pudding! For those interested, my allocations are below.

People are scared of tech stocks but look around all we have is technology, find what’s the new trend and companies that have a moat or a sector with a high demand. $NVDA $AMD $MU $LITE $AAOI, $NBIS, $BE, $TE

I use my margin when there is a unnecessary dip in my favorite stock and best time to buy options. $AAOI

Its hard to build a conviction if you don’t put in the work yourself. $MU

You can easily outperform the market if you follow the right people on X. $MUU $AAOI $TE $SIMO

@cadinvests Canadians are usually very conservative in their investments, you can check my feed for high growth stocks if you want 😃

@simranjohal00 If you’re looking for a low fee, highly diversified index fund, you have it in $XEQT.TO

People all over my feed are obsessed with finding the next $SNDK or $NVIDA If you own $XEQT.TO, you already likely own it! 😁

@cadinvests I have made good gains on my wife’s TFSA and wants to play safe a bit, so yes I will be buying this a bit. Thank you.

@simranjohal00 Join the club!

Is Canada next?