u/Big_Gain_6474

Hey everyone - looking for discussion and opinions.

Right now, I’m invested mainly in SMH, and I also recently bought a position in the DRAM ETF a few days ago. I also have a very small position in MU.

I’m thinking about the next 8–10 months and trying to decide how to allocate new money from here. The options I’m considering are:

1. Add more to SMH for broader semiconductor exposure
   2)Add more to DRAM for more targeted memory/HBM exposure
   3)Keep my current SMH + DRAM positions as they are, and build a much larger position in MU for potentially higher upside
   4)Stay diversified instead of concentrating too much in one name

My main question: if the goal is to maximize upside over the next 8–10 months, does it make more sense to stay diversified through SMH/DRAM, or take on more single-stock risk with MU?

Curious how the community would think through this.