HSBC Gain Hunter
Likes ReceivedSOXQ may plummet by -50% in the future
🙅♂️🙅🙅🙅🙅🙅 Bottom-fishing
1. NVDA NVIDIA: 11.51% (Core leader in AI GPUs, largest position)
2. AVGO Broadcom: 8.97% (AI computing chips, network ASICs)
3. MU Micron Technology: 8.16% (Memory chips)
4. AMAT Applied Materials: 5.23% (Semiconductor equipment)
5. KLAC KLA Corporation: 4.77% (Inspection equipment)
6. MRVL Marvell Technology: 4.74% (Network chips)
7. ASML ASML Holding: 4.47% (Lithography machines)
8. LRCX Lam Research: 4.43% (Etching equipment)
9. AMD Advanced Micro Devices: 4.23% (CPU/GPU)
10. TSM Taiwan Semiconductor Manufacturing Company (TSMC) ADR: 4.17% (Wafer foundry)
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