s

semi

$SEMIASHAAshakir A.

About semi

Ai and semi

Asset Breakdown

TSLA4.45%
AMZN4.43%
NXPI4.39%
AMBA4.38%
QCOM4.37%
ILMN4.29%
NVDA4.04%
CDNS4.04%
AVGO4.02%
TSM3.9%
ASML3.83%
ON3.82%
MRVL3.81%
AMSC3.79%
GEV3.78%
MU3.73%
AMD3.7%
RMBS3.52%
INTC3.35%
LSCC3.28%
ALAB3.24%
KLAC3.23%
ARM3.16%
LRCX3.02%
COHR2.83%
CRWV2.8%
CBRS2.79%

About the Creator

I have shared my investment journey through Robinhood, leveraging my eight years of experience in stocks, options, and ETFs to build my portfolios. While I am just a small player in an ocean of large money managers, I view every mistake or poor investment as a learning opportunity. I follow Jim Cramer and other hedge fund managers for insights to guide my decisions. My philosophy is simple: don’t trade impulsively—invest small, invest daily, weekly or monthly with any amount you have and think long-term to build wealth for the future. Instead of panicking, adopt the mindset of a wolf—observe the market patiently and focus on weak stocks rather than weak companies.

Activity

Total Rebalances9
Last RebalanceOct 5, 2026

Posts by Creator

See all
Changes:GEV +3.0%CRWV +2.7%CBRS +2.7%COHR +2.7%NXPI +2.6%

$SEMIASH rebalanced the entire stock holding. This will help to make the rebalance at highs.

Changes:CBRS +1.0%COHR +1.0%MU +3.9%ALAB +1.5%AMD +1.3%

adding Cbrs and cohrent to the semi portfolio and this is the right time to add as the semi is down.

Changes:GEV +1.1%MU +0.6%MRVL +0.2%ARM +0.2%AMD +0.2%

adding ge Vernova to our portfolio and having exposure to power industry that will support all the semiconductors