$NVDA

Review the previous note from May 2, 2026. It seems that most of the points are correct! "After reviewing the valuations and risk-reward ratios again, I still believe that heavily investing in Micron ($MU ) and DRAM offers the best value. TSMC ($TSM), NVDA ($NVDA), and GOOGL ($GOOGL) are good core holdings. META ($META) and SNDK ($SNDK) offer high flexibility and are good trading options for generating cash flow. I could start accumulating Microsoft ($MSFT), Bitcoin ($BTC), Ethereum ($ETH), MSTR ($MSTR), and BMNR ($BMNR) and buy them when the opportunity arises."