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Hot Tech

About Hot Tech

Data center infrastructure and AI sector stocks

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Total Rebalances5
Last RebalanceJul 23, 2026

Posts by Creator

Changes:MSFT +10.0%TSM -5.0%NVDA -5.0%

$HOTTECH Rebalancing and opening a small position in MSFT before earnings. Long term looks like a good value at current price.

Changes:VRT +15.0%GLW +10.0%TSM +5.0%MSFT -15.0%GOOG -5.0%

Replacing MSFT with VRT and slightly adjusting the percentages of the other stocks