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$PSMC:NASDAQ · Invesco Conservative Multi-Asse

Conviction from: NASDAQSerenity

The fund seeks to achieve its investment objective by allocating its assets using a conservative investment style that seeks to maximize the benefits of diversification, which focuses on investing a greater portion of fund assets in Fixed…

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The fund seeks to achieve its investment objective by allocating its assets using a conservative investment style that seeks to maximize the benefits of diversification, which focuses on investing a greater portion of fund assets in Fixed Income ETFs, but also provides some exposure to underlying ETFs that invest primarily in Equity ETFs. Specifically, the fund's target allocation is to invest approximately 5%-35% of its total assets in Equity ETFs and approximately 65%-95% of its total assets in Fixed Income ETFs.

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Bullish · 2 mention(s), 1 personal-position post(s) · first 2026-09-17 · last 2026-09-21

“Just in case you're wondering why I'm so bullish on legacy memory... Their hikes seem a lot extreme than $NBIS reported +17-21% GPU rentals today or Taiyo-Murata type MLCC hikes. Price hikes projections expected for H2: - SLC NAND: +120-170% in H2 vs H1 - High-capacity NOR: +90-110% in H2 vs H1 - ~DDR3/DDR4: +50% Q3 - DDR2: +35-40% in Q3 - LPDDR: +20% or more in Q3 - DDR1, older LPDDR and PSRA…” post →

All 2 tweet(s) mentioning this ticker
DateTweet
2026-09-21T05:27:38The main duo $SKHY and Samsung are having a fun day. I'm still long memory (eg. $EWY / $DRAM ) since if capacity agreements extend 3-5 years... and your analysts model 2.8-3.3x 2027E. Risk/reward is attractive over time. But I think legacy memory a very interesting trade currently due to ASP hik… → · 1040 likes · 779,675 views
2026-09-17T10:21:13Just in case you're wondering why I'm so bullish on legacy memory... Their hikes seem a lot extreme than $NBIS reported +17-21% GPU rentals today or Taiyo-Murata type MLCC hikes. Price hikes projections expected for H2: - SLC NAND: +120-170% in H2 vs H1 - High-capacity NOR: +90-110% in H2 vs H1 … → · 1358 likes · 353,272 views

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