Posts  / SNDK  / #POST-225362
REDDIT

My chip portfolio goes ๐Ÿš€. My technical analysis was 'computer need chip, chip go brrr' ๐Ÿ–ฅ๏ธ๐Ÿ’ธ

L
Apr 23, 2026 ยท 08:06

**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 ๐Ÿš€ go up tho.

https://preview.redd.it/45v38wg0fwwg1.jpg?width=1290&format=pjpg&auto=webp&s=e9aebf48ec3f2cc2ce8a2057f5d2588aa68c5e14

https://preview.redd.it/fpw9dvjudwwg1.png?width=2294&format=png&auto=webp&s=113feff925e572e6d025e54a0fc3173f6430ef48

https://preview.redd.it/21ck3gtvdwwg1.png?width=3026&format=png&auto=webp&s=1dafc7aee9cbc7ba0eb5a3d7c5ff938d820ed7bb