MoveUp

$ONTHEMOVE Rebalancing getting the profit of BAC and Citi to add it on DRAM taking advantage of this pullback

Doing a rebalance to add the DRAM ETF. It wasn’t available on DUB before, but it’s there now, so I’m adding it in. I’ve been following this one for a while. The holdings are mainly memory makers — Samsung, SK Hynix, Micron, Kioxia, and others. That means with this ETF we get exposure to the full HBM (High Bandwidth Memory) trio: SK Hynix, Samsung, and Micron — the three companies driving the memory supply for AI accelerators.

Opening a 5% position in three Tech names: Amphenol (APH), Arista Networks (ANET), and Teradyne (TER). Also adding 4% each to two Financial sector plays: Bank of America and Citi. All five are just crossing MACD into positive territory — fresh momentum setups.