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Chips Ahoy

$CHIPSAWAYBBilly V.

About Chips Ahoy

Domestic chips and semi-conductor companies poised to reap financial rewards from the AI boom.

About the Creator

Portfolios and single investments with a mix of stability, growth and potentials. Defence, AI, Air - small to large cap.

Activity

Total Rebalances3
Last RebalanceMar 18, 2026

Posts by Creator

Changes:AMAT +6.2%LRCX +6.1%INTC -7.8%GFS -4.5%

$CHIPSAWAY INTC’s weighting crept higher after the January drop and the rest of the portfolio ran harder. A tiny rebalance now reduces concentration risk without selling the winners and locking in some Intel gains.