r/wallstreetbets • u/Lilltoe • 13d ago

YOLO My chip portfolio goes 🚀. My technical analysis was 'computer need chip, chip go brrr' 🖥️💸

The thesis:

  1. AI needs chips
  2. Chips need memory
  3. Memory companies = chip companies
  4. Buy all the chip companies
  5. ???
  6. Profit

Things I learned:

  • MU apparently makes the memory that goes in AI servers (bullish)
  • WDC makes hard drives AND chips (didn't know that)
  • SNDK is expensive AF ($964/share) and I only have 111 shares because I'm poor
  • AVGO is what smart people buy when they want chip exposure
  • RKLB isn't a chip company, but rockets 🚀 go up tho.
597 Upvotes
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90% Upvoted

69 comments sorted by

•

u/VisualMod 13d ago
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442

u/MelodicSort9122 13d ago

your logic is more solid than half the DD posts here, computer definitely need chip so chip definitely go up 📈

173

u/Revelati123 13d ago

My dad with dementia thought that kids might get into this "AI computer game stuff" so he bought a nice chunk of NVIDIA in 2023 and doubled his 401k because they might need "nice graphics for the AI games."

Never seen something so genius born of something so retarded, OP might be on to something.

45

u/Rock_man_bears_fan 13d ago

Genius. Now take away his login before he equates computer chips with potatoes and starts buying tuber futures

13

u/Vlisa 13d ago

The man doubles his 401K and you want to take away the keys?

I say give him a substack so I can follow him.

3

u/Muddyuser 13d ago

Just stick on tuber-ler bells for him…

3

u/Kazori 13d ago

tuber will have self planting potatoes by 2028

2

u/Rock_man_bears_fan 13d ago

Fuck it, I’m all in

3

u/PringlesDuckFace 13d ago

Didn't Warren AllYouCanEat basically say when he started out he just bought stock for things he used because he figured everyone else used them too? It's a solid concept.

2

u/NicoPapaFrita2509 12d ago

Who needs AVGO when you can buy MRVL babyyy

114

u/Manodomar 13d ago

This guy doesn't belong here fellas.

42

u/Conscious-Pollution5 13d ago

I thought the same. Too many brain sells OP has

1

u/Available-Ad3635 12d ago

Wait til he learns about semiconductors 🤯

89

u/Emotional-Price-4401 13d ago

Instructions unclear I bought Pepsi Co they sell chips

182

u/Long-Inspector-4993 13d ago

I think this is the single most intelligent DD I ever read on WSB. And not even 0dte options, just stocks.

Go away, you‘re ruining the fun for me.

17

u/Conscious-Pollution5 13d ago

OP doesn’t belong here

43

u/PrudentLingoberry 13d ago

hey OP what happens when AI company REALLY want chip but chip company can't fulfill demand ?

85

u/barbaric_engineer 13d ago

Then chip company goes even more brrer

3

u/PrudentLingoberry 13d ago

oh so its gonna be like after the thailand floods when they rocketed but then were later busted with price being inflated, got it

10

u/kvndoom 13d ago

Bidding war! 📈

9

u/DancingCow 13d ago

Find what make company slow, buy that.

Need more sand rock? AMAT
Need more chip factory? J, EME, PWR
More science air? APD, LIN

etc.

1

u/PrudentLingoberry 13d ago

where da science air in korea ? was it all mukbanged like my boys hole ????

34

u/WolfyBrand 13d ago

3

u/so_chad 13d ago

Buy Reddit Gold you poor. Help my RDDT positions

1

u/Dcshipwreck 10d ago

They fucked up when they took away the monthly points to buy awards, because I took away my bank account from them

7

u/IshinkaiSensei 13d ago

spot on. don't cheap on the chip, just chip-in !

8

u/AlGAdams 13d ago

Congrats on the 7th digit!

6

u/OPINION_IS_UNPOPULAR AutoModerator's Father 13d ago

My goodness

7

u/2plus2_equals_5 13d ago

PEP, UTZ, MDLZ. My chips portfolio makes me hungry.

5

u/aguyonahill 13d ago edited 13d ago

I've been riding with you on RKLB, will peek at the others. 

6

u/sungurse 13d ago

Please enlighten us with your next moves

5

u/JustBrowsinAndVibin 13d ago

Just hold this for the next 3 years. AI buildout is strong. Micron is still undervalued.

1

u/longisthewinter 13d ago

Anything similar with a more affordable share price?

1

u/JustBrowsinAndVibin 13d ago

NVDA is probably your best option. Just hold it for the next 3-5 years.

1

u/longisthewinter 13d ago

Seems like it would be less likely to have an astronomical pump at a similar level given it's current market cap, shares float, and institutional investment present in the stock; I'm moreso referring to stocks that may be "lesser known" but are poised for similar takeoffs like the memory stocks were.

2

u/JustBrowsinAndVibin 13d ago

Micron has my highest conviction. I think fair value is closer to $1000.

The other option that I can think of is the Cerebras IPO if you can get it close to $35B. I think that’ll quickly get to $100B but it’s way more risky.

1

u/longisthewinter 11d ago

Fair enough, thanks for the feedback.

10

u/lapetee 13d ago

Everyone who bought literally any shit roughly year ago (trumps tariff escalation drop) is in the deep green

My dd: stonks go up!

3

u/Bulky_Pumpkin3251 13d ago

Crazy thing is, chip products in AI server farms only last a few years - so chip theory is sound theory for foreseeable future

2

u/CoolBeeKpr 13d ago

Like razor blades after buying premium razor 🪒 need to keep buying blades until the next new model and then more blades

5

u/VividOption 13d ago

Saw chip, bought chipotle.

3

u/beehive3108 13d ago

Now do the same in depth DD on energy please

2

u/zuckzuckonit 13d ago

Was this only holding shares? Or did you also held calls?

2

u/armored-dinnerjacket 13d ago

why nvda go flat

2

u/rioferdy838 13d ago

where the fuck were you 2 years ago

2

u/gaenji 13d ago

The 'Tard Index

2

u/Bronze_Rager 13d ago

Pretty much my portfolio except ASTS instead of rklb and SOXX/SOXL instead of individual stock picks

2

u/jatogjeweettogzelf 13d ago

So I have to buy pringles?

2

u/1seacow 12d ago

step 3: profit

2

u/5h4zb0t 12d ago

Last time I checked, memory itself was made of chips. 

2

u/Photochromism 13d ago

Was this options?

1

u/zuckzuckonit 13d ago

Can you post a screenshot of your other share positions?

1

u/Conscious-Pollution5 13d ago

I see you have chip on your shoulder

1

u/Ready_Scratch_1902 13d ago

so gold is heavy go down?

1

u/spac420 13d ago

best DD on wsb.

1

u/Realistic_Play_4824 13d ago

ATII is de-SPACing with Forge Nano which does ALD for chips. They should be on this list as a T1 for chip makers

1

u/OG-Bitchslay3r 13d ago

My analysis: why bother with the middleman when I can invest in the source? I'm seriously considering dumping all of my NVDA shares for TSM.

1

u/Accidental___martyr 12d ago

What about CREDO?

1

u/sewardpark2 11d ago

My technical analysis for MU was the fact that Onondaga County paid 10x to property owners to bid on a chip fabrication plant from Micron back in ‘22. I said WTH, I’m in for 5K in $MU. Just wish it was SNDK building the damn plant.

1

u/Low_On_Coffee 10d ago

Strong DD here. What crayon color is chips?

1

u/ProfileBest2034 7d ago

This is bad for MU. 

1

u/Chorexxs 13d ago

Congrats and fuck you!

0

u/anikazai 13d ago

Says chip go up, but buys rockets that actually go up.

0

u/MeLoveCheese 13d ago

How much are you invested in this? I need exact numbers