u/Still_Activity_6662

Should I buy today or wait on pullback?

I bought 100 shares of Micron around $200 and sold around $480 because most of my portfolio is in VTI, and I’d never experienced a 100%+ gain in such a short period before. Looking back, I probably should’ve held it longer.

I want to build a long-term position in Micron again and hold it for at least a couple of years. I currently have about $80k in cash ready to invest.

Would you buy today, or wait for a pullback before deploying the full $80k?

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u/Still_Activity_6662 — 1 day ago

▲ 5 r/ETFs

Investing advice in taxable brokerage

I’m 25 and looking for advice on my investment allocation.

Right now, all of my VTI/VOO holdings are in a taxable brokerage account. My semiconductor positions and Microsoft are held in my Roth IRA, and currently I only contribute to the Roth and continue adding to semiconductors there.

Recently, my brother gave me $80k that I’d like to invest in my taxable brokerage account.

My current idea is to allocate:

$50k to DRAM

$30k to AIPO or a space company like RKLB

I’ve been reading and researching the AI infrastructure supply chain, and I believe those ETFs hold companies that could become key bottlenecks in supporting future AI demand.

Do you think it makes sense to increase my exposure to AI-related investments, or would it be smarter to stick with VTI/VOO in the taxable brokerage account?
Or is there any other industry I should look at other than AI?

u/Still_Activity_6662 — 5 days ago