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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 Rebalances4
Last RebalanceMay 11, 2026

Posts by Creator

Changes:INTC +15.4%AMAT -7.7%LRCX -6.2%GFS -1.5%

$CHIPSAWAY Redeploying small % of INTC proceeds into AMAT and LRCX to emphasize the equipment leverage that benefits most directly from the WFE boom. INTC remains core strength.

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

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.