Report - Wednesday, January 21, 2026

Performance: +5.98% (benchmark S&P 500: +1.15%)

Daily portfolio performance:

• Micron Technology (MU) +6.61%

• Lam Research Corporation (LRCX) +2.69%

• Seagate Technology plc (STX) +5.59%

• Warner Bros. Discovery (WBD) +1.03%

• Sandisk Corp (SNDK) +10.63%

• Western Digital Corporation (WDC) +8.49%