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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 Rebalances73
Last RebalanceJul 17, 2026

Posts by Creator

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Changes:SHAZ +2.0%BIL +5.2%SLV +5.0%MU +2.0%SKHY +1.6%

$ATASEMIS doing a heavy rebalance, cutting names, adding more into BIL and SLV until we get more clarity.

Changes:SLV +4.2%BIL +4.1%SANM +3.0%DELL +3.0%IREN +2.0%

Doing an overhaul and cutting a good amount of names and adding SANM and DELL, along with BIL and SLV for the mean time. Too much instability, I’d like to see momentum start to go our way again after earnings is over.

Changes:SKHY +2.9%APD +1.8%NOW +1.4%PATH +1.3%AMAT +0.8%

cutting some positions and adding SK Hynix into the play. really aggressive pull back this month so far, but I’m hoping for a solid reversal and change in sentiment