AetherCore

$Arm(ARM.US)

Context: What keeps me interested in Arm isn’t the AI hype. It’s how deeply the architecture is already embedded across the industry. Switching away is possible, but after decades of building around it, it’s neither easy nor cheap. That stickiness matters more to me than the hype.

My trade: I bought higher than I should have, so I’m still in the red. But my entry price doesn’t change what the business is worth from here. The thesis hasn’t changed for me, so I’m holding. I’m not adding just because it’s down either.

Takeaway: The market doesn’t care where you bought. What matters is whether the reason you bought still holds. For me, ARM still does.

$Vertiv(VRT.US)

Context: I still like VRT despite the recent pullback. The business is growing well, margins are improving, and AI data centers continue to need more power and cooling. Vertiv is still one of the companies I like most in this space.

My Trade: My average cost is $317.275, so I’m still underwater. When I first bought, I didn’t know the stock would pull back this much, so I started with a smaller position just to get some exposure. I’m keeping that position and watching the business rather than trying to guess the bottom.

Takeaway: I still believe in the long term story, but the valuation matters. For now, I’m more focused on whether earnings, margins and cash flow keep improving before deciding if I want to add more.

$Direxion Semicon Bull 3X(SOXL.US)

Context: I’m currently holding SOXL, but I’m more cautious heading into September. Historically, September has often been a weaker month for stocks. It doesn’t happen every year, but it’s worth keeping in mind.

My trade: I’m not expecting a rebound here. With midterm election uncertainty and SOXL’s 3x leverage, I’m focusing more on risk and considering whether to reduce or exit my position.

Takeaway: September does not always mean the market will fall, and election years do not guarantee a specific outcome. But both are risk factors I think are worth keeping in mind.

At this point, I’m more focused on protecting capital than trying to predict a rebound.

$Comfort Systems USA(FIX.US)

Context: I own Comfort Systems for its leverage to the multiyear buildout of AI and data center infrastructure. These facilities require increasingly complex mechanical, electrical, and cooling systems, while FIX’s modular capabilities allow it to execute large projects more efficiently and at scale.

The thesis is now showing up clearly in the fundamentals: backlog continues to reach new highs, technology exposure is expanding, margins are benefiting from strong execution and favorable project mix, and earnings expectations continue to move higher.

My trade: I’m letting my profitable shares run. I’m not trying to trade short-term price action while the underlying earnings cycle is still strengthening. As long as backlog growth, margins, and earnings revisions remain constructive, I see no fundamental reason to reduce a winning position.

Takeaway: I like owning companies positioned at key industry bottlenecks. As long as FIX’s specialized capabilities keep translating into backlog, margin, and earnings growth, I’m happy to let the winner run.

$Taiwan Semiconductor(TSM.US)

​Context: I established my TSM position early at a fairly low cost basis, driven by high conviction in their unmatched leadership in advanced semiconductor manufacturing and long-term AI infrastructure growth.

​My trade: I am currently holding my existing position without adding shares. Because my entry price provides a solid safety margin, I prefer to let profits run rather than average up my cost base during high-valuation periods.

​Takeaway: Next time, I will trust my fundamental research earlier to build a larger initial position, channeling Buffett's "wide moat" philosophy and Lynch's rule to never "cut the flowers to water the weeds" by selling a long-term winner too soon.

$Carpenter Tech(CRS.US)

Context: My reason for holding Carpenter is really straightforward: they make the special high strength metal that plane makers desperately need to build engines and airframes. Right now, commercial airlines have huge order backlogs lined up for years, but the factories that can make this metal are super limited, so Carpenter can pretty much charge top dollar for their products.

My trade: I am just holding my position today and letting it sit. I definitely do not put all my eggs in one basket or bet everything on this single stock. Instead, I spread my money across different asset types, so I can enjoy the upside of the aerospace boom while keeping my overall risk totally safe.

Takeaway: Buying companies that sell hard to find materials is a great way to stay safe in any market. Do you think this airplane metal shortage will keep prices strong over the next few years?

$NVIDIA(NVDA.US)

I voted for the -2% to +2% range for NVDA on August 27.

Expectations are already extremely high going into this earnings report, so even another strong beat may not automatically lead to a big move higher. At the same time, AI and data-center demand remain strong enough to provide support if the results are solid.

I think the initial reaction could be volatile, but buyers and profit-taking may eventually balance each other out. That’s why my base case is for NVDA to finish the day roughly flat, within -2% to +2%.

$Corning(GLW.US)

Context: When I invest in optical infrastructure leaders like Corning, I deliberately adopt a patient mindset to allow complex business transformations to mature. Connecting modern GPU compute clusters requires massive amounts of high density optical fiber, and I am committed to holding through low volatility basing periods while this secular connectivity demand compounds.

My trade: I am maintaining my core long position without making any adjustments today. My average cost basis is established at 157.5, and with strict asset allocation and risk budgeting already in place, I feel completely comfortable giving this multiyear optical expansion theme the necessary time to compound.

Takeaway: Enduring slow consolidation phases in mission critical hardware suppliers is the price of admission for long term alpha.

$Vertiv(VRT.US)

Context: I remain bullish on VRT’s long-term thesis. As AI computing becomes more power-dense, power and cooling become increasingly critical, putting VRT at the center of a durable infrastructure need. Its continued expansion in liquid cooling also strengthens my confidence in its competitive position.

My trade: I’m holding my current position and doing nothing today. After such a strong run, I’d rather let the stock consolidate than chase it. I’ll consider adding only when the consolidation matures and I see a convincing high-volume green candle.

Takeaway: As a value investor, I like VRT not simply because of the AI hype, but because whoever wins the AI race will still need power, cooling, and data center infrastructure. To me, VRT is a classic “selling shovels in a gold rush” business.

$KLA(KLAC.US)

Context: KLA is one of the semiconductor equipment holdings in my portfolio. My average cost is $261.91, and I am still holding my position. KLAC currently represents 9.17% of my portfolio.

My trade: I am continuing to hold KLAC. I’m monitoring semiconductor demand, AI-related investment, advanced packaging, and KLA’s process control and inspection business.

Takeaway: KLAC remains an important position in my portfolio, so I’ll continue to follow the company’s fundamentals and my portfolio allocation over time.

$Taiwan Semiconductor(TSM.US)

The market keeps focusing on short term headlines, but I see TSMC quietly strengthening its global manufacturing moat through its latest sensor JV with Sony in Japan.

What matters to me is TSMC’s unmatched process execution and advanced packaging capabilities. These are difficult for competitors to replicate. By securing key bottlenecks in AI computing and image sensors, TSMC continues to strengthen its position across the tech ecosystem.

I’d rather own great compounders than trade short term noise. When a company controls critical technology, I’m happy to let the compounding work in the background.

@Captain's Treasure

$Corning(GLW.US) (GLW.US)

The market is finally pricing in the tailwind from the new polysilicon tariffs. Most investors were focused on data-center optical demand and missed the policy boost.

GLW has a strong structural moat as the only domestic producer of this protected material, while its leadership in specialty optical glass adds another growth driver.

I’m staying invested and letting earnings do the talking. With both policy support and optical demand working in its favor, I’m comfortable maintaining my position.

@Captain's Treasure

$Carpenter Tech(CRS.US)

CRS experienced a notable selloff today as the market digests recent leadership changes and pauses after a massive run. Retail traders tend to sell the moment momentum slows. I’m simply watching the volatility without feeling the need to react.

The bigger picture remains the same. Specialty metal supply is tight, while aerospace engine makers are ramping production and competing for limited raw material capacity. That supply gap creates pricing power and stronger margins for the few capable suppliers.

Heavy industrial capacity takes time and capital to build. I’m focused on the widening gap between raw material supply and aerospace demand. My strategy is simple, own the bottleneck and let the supply shortage work in my favor.

@Captain's Treasure

$Vertiv(VRT.US)

Vertiv is still moving sideways after a big guidance upgrade and strong quarterly results. The market seems more worried about short term delivery timing than the bigger demand picture.

I’m not too concerned. AI needs enormous amounts of power and cooling, and traditional air cooling simply won’t be enough for high density compute. Vertiv is already deeply embedded in this infrastructure, with a strong position in liquid cooling and close relationships across the hyperscale ecosystem, including Nvidia.

To me, this is not a story that changes because one quarter moves around a little. Rebuilding this kind of power and thermal infrastructure is extremely difficult, and that’s what gives Vertiv its moat.

I’d rather sit through the short term noise and stay focused on where high density compute is going over the next few years.

@Captain's Treasure

$Taiwan Semiconductor(TSM.US)

Many think TSMC is fully valued after reclaiming a major milestone. The recent earthquake near its Japan fabs also triggered emotional selling, but the Kumamoto plant was back to full operations quickly, showing how well the company manages operational risks.

The bigger story is capex. TSMC is spending billions more because global tech companies are competing for advanced chip capacity. When the world's leading foundry expands this aggressively, it says a lot about where the semiconductor cycle is heading.

I'm staying invested because forward earnings still support the premium valuation. Trading around short-term headlines often hurts long-term returns. I'd rather focus on production growth and rising free cash flow.

@Captain's Treasure

$Vertiv(VRT.US)

Wall Street overreacted to a temporary supply chain bottleneck while ignoring a major raise in full-year guidance. The market treated a short project delay like a broken business, and that's a misread.

Vertiv provides the power and cooling infrastructure AI data centers rely on. These projects are large and complex, so revenue won't always be smooth even when demand is.

The stock is already showing signs of stabilizing as the earnings panic fades. I focus on the AI infrastructure buildout, not quarterly noise. Volatility like this creates opportunities when the market loses sight of the bigger picture.

@Captain's Treasure

$Direxion Semicon Bull 3X(SOXL.US)

The market is finally shaking off its recent semiconductor panic. After weeks of heavy selling, Wall Street is turning positive on AI spending again as chipmakers rally across the board.

The bigger picture hasn't changed. Institutional analysts continue to see hyperscaler revenues comfortably supporting the next wave of AI infrastructure and chip investment. The recent selloff looked more like fear than a shift in fundamentals.

That's exactly why I added yesterday. The thesis never changed, only the sentiment did.

@Captain's Treasure

$KLA(KLAC.US)

KLA just reported record June-quarter revenue of $3.66B and guided for $4B in September revenue. Yet the stock sold off sharply after hours and has continued to slide. The market seems focused on near-term margin pressure from memory pricing and tariffs, while overlooking the company’s strong cash generation.

I’m more focused on KLA’s moat and free cash flow. As AI drives more complex advanced packaging, chipmakers increasingly need KLA’s process control and defect inspection systems. Its position in this critical part of the semiconductor supply chain remains strong, with advanced packaging control revenue expected to grow over 70% this year to around $1.1B.

I’ll keep watching whether wafer equipment spending supports the industry’s upgraded $150B forecast for the year. Short-term margin noise doesn’t change the long-term demand for KLA’s technology.

@Captain's Treasure

$TTM Tech(TTMI.US)

Traders are trimming positions ahead of Wednesday’s earnings, driving more volatility as the market focuses on pre earnings anxiety instead of the fundamentals.

The long term story remains solid, supported by high layer count PCBs for AI infrastructure, steady defense contracts, and capacity expansion in advanced manufacturing.

For me, the interesting part isn’t whether the next quarter beats expectations. It’s whether TTMI can keep turning rising demand into better capacity utilization and sustainable margins.

@Captain's Treasure