No more fucking around for me; it’s not a game anymore.
Into weakness, I will add to my GLW position. LCD sales are ripping and manufacturers are bitching about supplies. My guess, margins are improving for the world’s #1 maker of glass substrates.
Also, with inflation back on the radar, I am feeling better than ever about my FTK, WNR, SD and FSYS positions. If I was not fully invested in the sector, I’d buy more here.
For longer term oriented holdings, I will add to both IR and GME—today—fuckface.
For small cap fun, I like RFMD, SFE, CROX and SiFY.
Now go play with some marbles in the middle of a busy freeway.
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