A

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

L

Luis Brito

@Brito

42

Copiers

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 Rebalances79
Last RebalanceAug 31, 2026

Posts by Creator

See all
Changes:MAIR +4.0%NOW +1.0%UMC +0.5%SKHY +0.3%MU +0.2%

$ATASEMIS Adding MAIR, using a cut of NVDA to fund it. MAIR is another HVAC group with a bunch HVAC manufacturers that offer solutions for Data Centers. A few of their product lines (Nortek) are developed close to where I live, here in Oklahoma. And many of their products are apart of big commercial projects already. Since they recently just went public their stock price hasn’t faired very well like many recent IPOs. I believe that they’ll slowly over come that as they expand their data center solutions. I’m feeling good about this add here!

Changes:NVDA +5.0%SNDK +4.1%WDC +0.3%SKHY +0.2%DELL +0.1%

Taking profit off NBIS, MU, and STX. putting it into SNDK and NVDA during this draw down today. Still bullish and expect SNDK to reach ATH again this year.

Changes:TTMI +4.5%CRWV +0.5%SMTC +0.3%MU +0.2%MRVL +0.2%

cutting the rest of our BIL and SLV position and adding a new position in $TTMI ! have a great rest of your week!