Yun Jui Tsai
Yun Jui Tsai @YunRueiTsai

Performance
All

43.24%2026
2026
18.66%2025
2025
82.97%2024
2024
81.21%2023
2023
-57.53%2022
2022
31.95%2021
2021
1.66%2020
2020
-15.21%2019
2019
83.0%0%-83.0%
Yun Jui Tsai
@YunRueiTsai 2026 YTD Return: +42.97% Return 2Y :206.78% Weekly Portfolio Review This week, I noticed an important rotation inside the semiconductor market. The strongest names were not NVDA, AVGO, AMD, or $MRVL (Marvell Technology Group Ltd) The real strength came from semiconductor equipment... Show More
Yun Jui Tsai
@YunRueiTsai 2026 YTD Return: +39.77% Goal :80% $NSDQ100 YTD:13.14% $SPX500 YTD:6.19% $SOXX (iShares Semiconductor ETF ) and QQQ are in a high-volatility range. This market feels more like surfing than sprinting. The wave is still there, but the direction is not stable yet. If I go too aggressive... Show More
Yun Jui Tsai
Weekly Portfolio Update Is this AI rebound real, or just a bounce after last Friday’s selloff? Last Friday, tech and semiconductor stocks dropped sharply. Before Nasdaq made a new high, I started building a Nasdaq short / hedge position. The goal was Lower portfolio risk score before the market... Show More
Yes — it may bring back
100.00%
No,it will continue to rebound
100.00%
Yun Jui Tsai
@YunRueiTsai YTD Return: +52.29% Weekly Portfolio Review Week to Day signal check: $AVGO (Broadcom Inc) -3.29% WTD $MRVL (Marvell Technology Group Ltd) +55.59% WTD $MU (Micron Technology, Inc.): +4.07% WTD, but down sharply from its weekly high $QQQ (Invesco QQQ) +0.36% WTD AVGO reported earnings... Show More
Yun Jui Tsai
@YunRueiTsai 🚀 All-time high 2026 YTD Return: +57.26% Goal :80% $NSDQ100 YTD:21.7% $SPX500 YTD:11.18% AVGO earnings preview — key numbers only. Market expectation: Revenue: around $22B Revenue growth: about +47% YoY Adjusted EPS: around $2.39 Implied earnings move: around ±9% Company guidance: Q2... Show More
AVGO custom chips + networking
100.00%
MRVL / optical supply
100.00%
Yun Jui Tsai
May Review: @YunRueiTsai 2026 Personal Goal: 80% 2026 YTD Return: +46.87% $NSDQ100 100 YTD: +20.13% $SPX500 500 YTD: +10.73% Status: All-time high May was a strong month for the portfolio. Several holdings performed well, especially across AI infrastructure, servers, memory, semiconductors, and... Show More
Yun Jui Tsai
@YunRueiTsai 🚀 All-time high 2026 YTD Return: +46.25% $NSDQ100 YTD:19.98% $SPX500 YTD:10.46% Weekly Market Review This week, I noticed a clear shift in market leadership. The first theme is the space sector. With growing expectations around a potential SpaceX IPO, investors have started to reprice... Show More
Yun Jui Tsai
Is VSH the Next Micron? @YunRueiTsai 🚀 All-time high2026 YTD Return: +43.91%. AI is not only about HBM. The next bottleneck may be AI server power components. High-end MLCCs, polymer capacitors, current-sense resistors, and power inductors are becoming more important inside AI data centers. But... Show More
Yun Jui Tsai
$MU (Micron Technology, Inc.) is getting close to a new high. Do you think it breaks out today, or pulls back first? $EWY (iShares MSCI South Korea ETF) $SMSN.L (Samsung Electronics Co Ltd - GDR) $SNDK (Sandisk Corp/DE) $WDC (Western Digital Corporation) @YunRueiTsai
Not investment advice. The author may have financial interests in the mentioned instruments.
Breaks new high today
100.00%
impossible
100.00%
Yun Jui Tsai
🚀 All-time high @YunRueiTsai 2026 YTD Return: +36.76%. $NSDQ100 100: +16.76% $SPX500 S&P 500: +9.17% 2024 YTD Return: 82.97% 2023 YTD Return: 81.21% 2025 YTD Return: 18.66% Portfolio hitting a new high is exciting, but this is also the moment I need to be more disciplined. When the market... Show More

About Yun Jui Tsai
Taiwan
Strategy: Multi-Strategy

Tech Investor|Financial Writer 2026 Goal: 80% 2025: +18.66% 2024: +82.97% 🚀 2023: +81.21%
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11 Copiers
1.8K Followers