---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43414460.md"
description: "Cloud providers + storage chips / AI chips were my best hedging combination over the past few months $Microsoft(MSFT.US)$Intel(INTC.US)$Sandisk(SNDK.US)$Roundhill Memory ETF(DRAM.US)$NVIDIA(NVDA.US)"
datetime: "2026-08-15T02:33:41.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43414460.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43414460.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43414460.md)
author: "[非洲野菊](https://longbridge.com/en/profiles/14804557.md)"
---

# Cloud providers + storage chips / AI chips were my…


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## Comments (1)

- **非洲野菊 · 2026-08-18T02:23:41.000Z**: Microsoft halved, cleared out twice the amount of SanDisk, cleared out DRAM, kept INTC. Now all accounts combined maintain about a 30% position. Feels like it's risen too fast recently, so taking profits is better. Will wait for Nvidia's earnings report next week to see; $Roundhill Memory ETF(DRAM.U