Josh

Not the most pleasant of weeks for my memory conviction play, but hey.. Conviction is what made me double down on $MU at $76 - memory demand isn't going anywhere anytime soon!

Well... Call it a rough day for my portfolio.. My all-time worst 1-day drawdown in percentage terms -10.0%🔴 (and that's excluding Samsung after 4:30 PM) As I said earlier, memory demand isn't slowing, long-term contracts are being drawn up, buybacks are coming, and AI demand keeps accelerating. This is such an overreaction without any thesis-breaking news. Peak memory prices are still to come!! $MU 💪

Jesus Christ, I look away for an afternoon...🐻 My Portfolio hasn't seen these levels since May!!😅 The thesis isn't broken; long-term contracts are stacking, memory demand is still rising, AI demand is still increasing... $MU 💪

I want to be happy, but the majority of my portfolio is USD-based 🤣

My portfolio drawdown is really starting to feel like a drag.. Everytime it seems like it's a reversal.. Market says no🤣 Give it time, Midterms are over, and green days usually follow... Memory prices aren't dropping off a cliff anytime soon!

Europeans Tonight 🇪🇺 #AmericaIsBack 🇺🇸

They really are trying to push people away from Premium+ onto the new "unified" plans🙄 7MB video... On a £30 plan!!

Oh the joys of self-hosting the past few weeks.. Needing to patch and upgrade stuff every damn 5 mins!!

A strong case for a Democratic win fuelling a bull market: Political gridlock could reduce policy uncertainty - and markets love certainty... This could prove a lovely tailwind🤞🐂

What a rough week.. But, with that being said.. It seems that we are seeing some pre-market green shoots; fingers crossed!! 🤞

The market giveth, the market taketh.. Back to square one!!🤣 At least perpetuals are looking green, so it might be a nice open!

Happy dividend day $MU holders!! Nearly a pound per 10 shares...🤣 This should change once the CHIPS restrictions expire🤞

Update, it seems that Sol 6 is Chat mode (at least for now)... Chat even seems to respond that it's in Chat mode (and Pro appears rather than Ultra)

Please tell me that @ChatGPT hasn't unified allowances and chat no longer exists.. I hate the idea of putting off a chat prompt, as it could prevent me from being able to finish something in Codex later :/ I had thought that it was weird earlier that my Codex title automation was suddenly applying to chats...

Use it or lose it! A Codex reset is expiring Tomorrow!! I'm using Claude a hell of a lot more than Codex these days, but it still has its uses!! Loving Terra 6.1 for computer use!

What a day again for my ISA!! +3.7% (+£6,089.98)🟢Are we finally back?? $MU is once again a stones through away from $1000; Samsung had a proper rebound.. Let's hope we keep this up!! Thank you $SKHY, for the great guidance, this has restored market confidence💪

Risk on for memory after $SKHY last night. Away we go $MU and Samsung!! Rebounded 10.3% (£15,200) since my low almost a week ago!