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AISEMI

$ATASEMISLLuis B.

About AISEMI

For the believers in the furure of AI and SEMIs. I will be tracking and rebalancing this portfolio accordingly. I will try to check it on the 2nd week of every month, and I will try to not rebalance it more than twice every quarter.

About the Creator

28 Years Old | @itisbrito on Twitter I work in new construction sales. Selling engineered equipment. I have a knack and love for the financial markets so this is my way of trying to build something off this little passion.

Activity

Total Rebalances60
Last RebalanceApr 23, 2026

Posts by Creator

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Changes:NOW +1.6%ON +0.3%ARM +0.3%APLD +0.2%AMD +0.2%

$ATASEMIS Taking Bird out. Sucks it didn’t pan out like I thought it would, but it is what it is. Thankfully ServiceNow is at a great price again, under $100 per share, and now down ~23.5% on the 5 year chart.

Changes:QRVO +0.9%SLV +0.8%UMC +0.5%AOSL +0.3%AMKR +0.3%

securing some of our profits and shifting them around! great month this last month! let’s keep going!

Changes:BIRD +2.0%UUUU +0.1%ORCL +0.1%UMC +0.1%SYNA +0.1%

Going to open up a new speculative position. this one is going be Allbirds which is going through a transition and will be called NewBird AI, and will pivot from shoes to AI compute !