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AISEMI

$ATASEMISLLuis Brito

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. But that is not guranteed.

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 Rebalances69
Last RebalanceJun 4, 2026

Posts by Creator

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Changes:AVGO +0.9%AOSL +0.3%RMBS +0.3%AMAT +0.2%MRVL +0.2%

$ATASEMIS taking money off MRVL and MU and adding it into AVGO after its heavy draw down!

Changes:MU +3.5%CRSR +2.3%NBIS +0.5%ARM +0.3%CRWV +0.3%

converting our MUU position into just MU. And exiting our silver position and opening a poisition in corsair!

Changes:MP +1.0%MUU +1.0%IREN +0.8%SLV +0.8%AEIS +0.7%

taking some profits for our over performers! great month! hope you guys have a good weekend!