SanDisk Hits a New High: How Can You Capitalize on the Uptrend in the Storage Industry?

Unfortunately Christmas rally did not happened, but im thankful for the overall return for 2025.
My best bet of the year goes to $Alphabet-A (GOOGL.US)$ @16x and follow by $Advanced Micro Devices (AMD.US)$ below 100. although $SoFi Technologies (SOFI.US)$ was not my largest holding, it was my biggest gain in term of %, bought it below 10. Other than these, I managed to scooped up $UnitedHealth (UNH.US)$ $Oscar Health (OSCR.US)$ when they crashed on ACA announcement.
Of course I do have misstep as well. My $Adobe (ADBE.US)$ was my biggest loss, sitting at an average of 38x, $PayPal (PYPL.US)$ was tough at 65, $Occidental Petroleum (OXY.US)$ at 46, which all of these i still hold. But I cut a massive 6K losses on $Lululemon Athletica (LULU.US)$ and use the fund to open new position in $Salesforce (CRM.US)$, add more on Oscar, PayPal and $Novo-Nordisk A/S (NVO.US)$
Hopefully these underperforming stock will be my strongest one this year. Cheers to 2026!
Performance over the last 2 years

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