C

Chippies

$SEMITOUGHAAndy

About Chippies

Semiconductor kings driving the AI and automation boom. The Jetsons would be proud.

About the Creator

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Andy

@andy

465

Copiers

I’m an operator who never quite learned to sit still. I build companies, break things on purpose, and treat markets like another kind of startup: chaotic, revealing, and sometimes irrationally fun. My portfolios track the collision points where technology, policy, and human behavior create outsized opportunity: AI infrastructure, nuclear energy, cybersecurity, and whatever new “impossible” becomes profitable next. I believe conviction beats consensus, curiosity beats comfort, and humor makes the data easier to digest. Half builder, half investor, fully caffeinated.

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Total Rebalances1
Last RebalanceOct 27, 2025

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Changes:TSM +26.0%ASML +26.0%QCOM +15.0%GOOGL +13.0%MRVL +10.0%

$SEMITOUGH Adjust focus to emphasize the engines of creation. Reduce exposure to more common names.