Three Chipmakers

Thesis

Holds NVIDIA, TSMC and Broadcom tokenized stocks to profit when these three chipmakers rise in value.

Strategy

• Buys three chipmakers: Buys missing NVIDIA, TSMC and Broadcom holdings immediately on its first run and checks hourly afterward. • Equal starting weights: Splits available Solana USDC equally across missing names, starting with one-third in each company. • Buy and hold: Keeps all three stock tokens without automatic sales, rebalancing or leverage.

Exposure

• Holds: Three stock tokens — Ondo's NVIDIA (NVDAon), TSMC (TSMon) and Broadcom (AVGOon) tokenized stocks. • Venue: Solana — Tokens stay in your wallet; keep SOL for transaction fees and satisfy Ondo's eligibility rules. • Leverage: None — Buys NVIDIA, TSMC and Broadcom tokens using allocated USDC without borrowing. • Costs: Swaps and network fees — Pays swap costs and Solana transaction fees when buying stock tokens. • Data: Circuit — Token identities and allocated USDC determine purchases; no price signal is required. • On unwind: Stock tokens — NVDAon, TSMon and AVGOon remain in your wallet; stopping does not sell them.