芯片，存储和光电热门股： SMH, LRCX, TSM, COHR, AAOI, LITE, MU and SNDK

Riding the Wave: Semi, Storage, and Photonics Performance

Since the start of the year, my portfolio strategy has been heavily concentrated in the most resilient pockets of tech: Semiconductors, Storage, and Photonics.

Key holdings that have been my primary focus since January include:

• Semiconductors: SMH, TSM, LRCX

• Storage & Memory: MU, SNDK

• Photonics/Optical: COHR, AAOI，LITE

The convergence of AI infrastructure and next-gen networking continues to drive momentum in these names. Looking forward to seeing how these sectors evolve through the rest of the year.