25,000 shares at $48.80 avg. Added 1500 more at $47.60. Added 2000 more at $47.88.Analysis of this trade:Gutsy trade, to say the least. And if the stock falls more, this investor will buy more shares to average down. Apple's $AAPL softness is already priced in the memory/storage pricing outlook.Lam Research's strong year is not priced in.TSM $TSM warning on smartphone weakness priced in.