| Symbol | Shares | Price | Value | Gain/Loss |
|---|---|---|---|---|
| ONTO | 16.62 | $216.16 | $3591.80 | $231.80 (6.9%) |
| VRT | 36.64 | $175.18 | $6418.68 | $336.30 (5.5%) |
| RMBS | 71.56 | $110.10 | $7878.35 | $678.35 (9.4%) |
| MU | 116.93 | $365.00 | $42677.78 | $2851.74 (7.2%) |
| AMKR | 137.69 | $49.05 | $6753.87 | $-446.13 (-6.2%) |
| MRVL | 227.53 | $79.80 | $18157.19 | $-493.15 (-2.6%) |
| AEHR | 455.93 | $29.06 | $13249.24 | $1249.24 (10.4%) |
| Date | Portfolio Value | Change | Trades |
|---|---|---|---|
| 2026-01-21 14:00 | $105360.11 | $0.00 | 338 |
| 2026-01-19 14:00 | $104876.91 | $0.00 | 171 |
| 2026-01-16 14:00 | $99876.69 | $0.00 | 339 |
| 2026-01-15 02:33 | $98562.23 | $0.00 | 337 |
| 2026-01-15 02:21 | $98562.23 | $0.00 | 659 |
Invest in suppliers to AI/GPU needs. Not power companies or cloud computing or nvidia. But something that is needed for LLM use cases. Do they use more memory? Or something else more downstream / esoteric.