$XL2CSOPSMSN(07747.HK) I still hold some Samsung in my portfolio.

$XL2CSOPHYNIX(07709.HK)

Of course, I feel the memory sector has been under pressure recently.

Event: SK Hynix is planning a U.S. listing, aiming to raise $6.7-10 billion. The funds will primarily be used to build the Yongin Semiconductor Cluster in South Korea and expand AI memory capacity, represented by HBM. Valuation System Reshaping: Seeking Pricing Power for North American AI Computing Assets. As a core global HBM supplier, SK Hynix's stock price has risen significantly over the past year. However, constrained by the systemic discount of the Korean Kospi index, its overall valuation has not fully reflected its scarcity in the AI hardware supply chain. A U.S. ADR listing could narrow the valuation gap with global peers. Raising HBM Track Capacity and Technology Barriers. Driven by AI computing demand, high-end memory is entering a strong capital expenditure cycle. If the nearly $10 billion in new funds materializes, it will greatly bolster SK Hynix's R&D and capacity expansion reserves for HBM3E and next-gen products. It will also help the company accelerate the Yongin cluster's development, solidifying its first-mover advantage in the high-end memory market. Related stocks: Micron, SK Hynix, Samsung, Demingli, Biwin Storage, Jiangbolong, Shannon Core Creation.

My reflection: Not every sector is worth taking a bite of.

Focus on a few, and trade the positions back and forth.

Can't spread myself too thin, need to focus.

Less emotional. When the market panics, everyone panics.

I'm going to add to my position 🤣🤣 hahahahahaha

Everyone's making crazy profits, I can't go and B anymore.