Update on the $60k joint tenant account

Ended up full porting SNDK right before the close. Going to ride that for about 2-3 years. You all gave great suggestions and part of me wanted to split between MSFT, CRDO, AMZN, and LRCX, but I think I’m going to ride this memory shortage out and double down on the thesis that it’ll get worse, especially in preparation for the Vera Rubin release this year.

Thanks!