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Victor Lee's Weekly Trading Report I. This Week's Trading Last week, we added to our positions in 07747 and 07709 at lower levels and bought into DRAM. This week, following a significant rebound in these stocks, I reduced holdings in them by 50%, while keeping positions in other stocks unchanged. II. Trading Logic Our US and Hong Kong stock positions have now hit our profit targets, and our current portfolio allocation is well-positioned. Our core investment theme remains optical interconnects, optical modules, and memory chips. This theme has gained broad market recognition, and we have generated substantial returns from these high-momentum sectors. III. April Plan Last week, when the market was at its most panicked, I made the following point: Compared with the potential NAV drawdown that could result from a US-Iran conflict, I am far more concerned about losing exposure to AI hardware sector positions. For that reason, I maintained full positions even during the period of maximum fear, and I will naturally continue holding them for further upside. Those who followed my analysis this week should have locked in substantial profits. I will not recap further here—have a great weekend! IV. Upcoming Strategy The US market is about to enter the Q1 earnings season, which will be an extremely busy period. Following the release of Q1 earnings, we will reassess whether any niche sectors outperform memory chips, optical modules, and optical interconnects. If no such sectors emerge, we will stick to our current core theme. If they do, we will implement large-scale portfolio adjustments. #SNDK #AAOI #GEV #LITE #LITE #TSEM #COHR #XOM #CVX #MU #GDXU #DRAM #SAMSUNG #SKHynix