Maximilian Heitsch @MrMagoon: "What a completely absurd week. +19%..."

Germany

What a completely absurd week. +19% this week alone. +94% YTD. And honestly… this still doesn’t feel real sometimes. Friday especially was wild. $SNDK (Sandisk Corp/DE) $SOI.PA (Soitec S.A.) $SMSN.L (Samsung Electronics Co Ltd - GDR) $MU (Micron Technology, Inc.) $AMD (Advanced Micro Devices Inc) all exploded higher again and pushed the portfolio into another massive jump and new all-time-high. What’s crazy is that this wasn’t some random meme-stock squeeze. This was the exact thesis we’ve been talking about for months: AI infrastructure memory photonics networking supply chain bottlenecks playing out in real time. And now we crossed another milestone: 600+ copiers $3.7M+ under copy which apparently makes this the largest copied portfolio by AUM in Germany right now. Pretty surreal honestly. I’m incredibly grateful for the trust. And I take that responsibility seriously. I spend an unhealthy amount of time reading earnings calls, researching supply chains, connecting bottlenecks and trying to understand where this AI supercycle moves next. And I’ll keep pouring everything into this. The goal stays the same: protect downside stay ahead of the trend let the winners compound That’s the whole game. Happy weekend everyone. Touch grass 🤝 This is not investment advice, for education purposes only | Capital at risk | Past performance does not guarantee future results

Not investment advice. The author may have financial interests in the mentioned instruments.