Let me analyze the portfolio and provide recommendations based on the investment strategy of investing in AI/GPU suppliers, specifically those needed for LLM use cases.
Current Portfolio Analysis:
1. ONTO: Semiconductor equipment (inspection/metrology) - aligns well
2. VRT: Semiconductors - aligns well, up 4.5%
3. MU: Memory manufacturer - aligns perfectly with strategy, down 3.4%
4. RMBS: Semiconductor design software - aligns well
5. AMKR: Chip packaging/testing - aligns well, down 6.9%
6. MRVL: Chip design - aligns well, down 2.4%
7. AEHR: Semiconductor test/burn-in equipment - aligns well, down 1.3%
Key observations:
- Portfolio is well-aligned with the strategy
- Most positions are down slightly, presenting potential buying opportunities
- Cash available: $20,823.73 (about 21% of portfolio)
- Wash sale warning on AMKR
- Recent MU news about SK Hynix investing $13B in AI memory is positive for the memory sector
- Market is down today (NASDAQ -1%, tech-heavy)
Strategy focus on LLM needs:
- Memory (MU) is crucial for LLMs - they need massive amounts of high-bandwidth memory (HBM)
- Chip packaging (AMKR) is critical for advanced AI chips
- Test equipment (AEHR, ONTO) needed for quality control
- Design software (RMBS) essential for chip development
Recommendations:
1. BUY more MU - Memory is critical for LLMs, recent news positive, stock down 3.4%
2. BUY more VRT - Only position with gains, semiconductor equipment
3. HOLD AMKR - Despite being down, wash sale rules apply
4. HOLD others - All align with strategy
Tax considerations:
- All positions are short-term
- I have an unrealized loss of $1,461.50 that could be harvested for tax purposes, though the wash sale restriction on AMKR limits flexibility there. I'm planning to deploy about 80% of my cash ($16,658.98) with emphasis on MU given its importance to the LLM infrastructure thesis.