@Temaetfs Do you plan to sell some shares in the spaceX SPV to trigger a revaluation?
Or will this still be private (old) valuation even after listing?
@Ssaasquatch We are still early.
But honestly, SMH is a good way to play semis - picking winners is a tough game in semis.
I'd just add SOXX (has smaller caps) and DRAM (the memory run is just getting started - see Samsung and Sk Hynix 2027 EPS projections).
BREAKING: Micron stock, $MU, officially hits $1 trillion in market cap for the first time in history.
12 months ago, this stock was worth just $70 billion.