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.
