Thanks for your insights chaps, you've mentioned some factors I didn't consider. I think it's got a bit to drop still but I'm body swerving it for the moment.
I'd like to get in to this area but perhaps it's too late?
I've been targeting other companies in the design and manufacturing side such as MRVL, MPWR, NXPI and ASML.
Who knows.
Its impossible to know how much is literal fomo/wsb/influencers.
I remember thinking about tesla... It's too late. It's too late. And I lost out. Same with plantir.
But this feels more precarious. Personally I'd never advise at these levels. It could easily crash by 50-70pc tomorrow. Or it could rise.
But equally it could be the next big thing.
If I had nothing in yet? I do not know what ifd do at this point. There was a chunky correction last week and I thought the hype was over.
But today? Blown back higher.