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Share
1100%
I sold it all.
Investor summaryNeutral
Author exits volatile chip stocks after 4x gains, questioning sustainability, and considers rotating capital into cash or GOOGL.
Bear points
- Chip stock volatility is extreme and unsustainable, signaling a potential local top.
- Rapid 4x returns in 9 months indicate an overheated sector prone to correction.
GOOGL半导体
Post body
Chip stocks crash on Friday, recover on Monday. Up 10%, down 10%. Its time for me to get off this rollingcoaster. £2,500 invested in September turned to £10,200 in 9 months. This does not feel normal. It can't go on forever? I'm getting off while I still can. The issue now is, where to put the money next. Cash? Google?
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