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I cut $SNDK. More comfortable holding $MU instead. I'm usually wrong.
Oct 1, 2025
Within "AI" oriented names, I own $WDC, $MU, $SNDK. I also have $FIX (which I don't quite understand anymore but guess it's finally time I'm on the right side of a meme) $POWL, and $IESC.
I was wrong.
I was very wrong.
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