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AI INFRA STACK

$AISTACKLLuis

About AI INFRA STACK

Every AI query runs on compute, memory, storage, and power. This portfolio owns the picks-and-shovels across all four, balanced with defensive ballast for volatility management.

About the Creator

Founder, CGSolutions - AI Compliance platform for Managed Service Providers. Former Microsoft Cloud Solutions Architect. Investing in the picks-and-shovels of the AI buildout.

Activity

Total Rebalances3
Last RebalanceJun 17, 2026

Posts by Creator

Changes:DRAM +5.0%MU +3.9%WDC +1.7%SNDK +0.7%BE -5.4%

$AISTACK removing aioc adding dram. ETF for more exposure to all the memory companies.

Changes:SNDK +4.6%BE +4.4%STX +3.6%MU +1.5%IFF -10.9%

Removing iff, rebalancing towards hard drives and memories. Upside continues due to new AI needs.

Changes:MU +19.1%SNDK +18.2%WDC +17.5%STX +11.5%BE +11.0%

added AAOI due to growth market in the networking section for data center. adjusting other stocks to improve growth in hardware sector