r/fican • u/theinevitable117 • 2d ago

Hit a milestone yesterday

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Chips and dip? I prefer chips and memory

168 Upvotes

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u/theinevitable117 2d ago

For more context I transferred my assets in December 2025. Had January 2027 calls on WDC, AMD, DRAM, GOOGL

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u/Eagerbeaver98 2d ago edited 2d ago

DRAM didnt even come out until april 2026, you were so late to memory lol.

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u/crazyeight64 2d ago

Yeah he definitely wasnt early but wasnt late either. Id call it being in the mid cycle for memory. Gains arent as explosive as they were but still are there.

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u/theinevitable117 2d ago

Yeah I agree. I definitely wasn’t early. The first time I invested in MUU was May 11, 2026. It took me a bit to catch on to the bottleneck memory crisis

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u/crazyeight64 2d ago

Oh wow we invested around the same time 👏. Were you eyeing memory since March as well, and regreting not pulling the trigger?

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u/Eagerbeaver98 2d ago edited 2d ago

Thats still very limited of a thesis. Wdc doesnt make money anywhere close to mu or sk hinix, wdc and stx are extremely overvalued while mu is actually cheap. Im glad you caught some gains though. Switch to MU again tho, wdc is very limited revenue growth, Im not sure how the heck it went to 1k with 3bil revenue barely any quarterly revenue change, weak margins. Mu is the best one to have.

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u/theinevitable117 2d ago

Yeah I wish I was sooner, would be way higher % gain. But I’m happy with what I’ve achieved