The investor added positions in $DRAM, $BE, and $INTC in the premarket, noting they are down 30-40% from their highs with recovering charts. $INTC is highlighted as having a massively oversubscribed raise and is viewed as a potential future domestic equivalent to TSMC. These purchases are structured primarily as trades with specific trimming targets, though they have the potential to become long-term holds if momentum and earnings growth materialize.