🔩 Semis Without Max NVDA

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  "thesis": "You can believe in the AI accelerator buildout without letting one ticker be half your book. This Hiss spreads the semiconductor thesis across second-source compute, memory, storage, and the GPU cloud that rents it all out — with NVDA deliberately capped to a minority sleeve. If the buildout continues, the whole supply chain gets paid; if NVDA stumbles on its own valuation, the coil sheds less skin.",
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      "Semiconductors are a deeply cyclical industry; the whole basket can draw down together."
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    "shareTitle": "Semis Without Max NVDA — a $HISS basket",
    "shareDescription": "The AI chip trade, minus the single-name cliff.",
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  "createdAt": "2026-07-01T00:00:00.000Z",
  "updatedAt": "2026-07-01T00:00:00.000Z"
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