$MU has been the biggest driver, with strong contributions from $NVDA, $MRVL, $CRDO and the rest of the AI/infrastructure basket. Some notable trades that helped me get here: • $MU bought as low as $88 to $106, with several 90% to 100%+ realized trims and a much larger position still running • $CRDO bought around $100 to $108, with multiple realized trades up 60% to 150% • $NVDA bought around $118 and continued holding as a core winner • $NOW bought around $87 to $93, with repeated 10% to 20% swing profits • $TSM bought around $363 and trimmed as high as $441 • $ANET bought around $142 to $146, with several profitable trims into strength • $VST was another strong AI power trade, alongside wins in $COHR, $AAOI and others Even got $AMD at $120 back in the day but sold it into $300s. A lot of these amazing entries happened in 2024-2025. Still a long way to go, but crossing +150% total profit is a phenomenal milestone.
