+6$SILICSectorOpens soon

Silicon Grove

The AI chip supply chain, from lithography to the server rack.

Buy in the app Enable auto-manage

Buys open when the contract is live — composition and rules already public

From$80all 11 names, every buy

Total invested$0cost basis, all holders

Investors0open positions

Fees paid so far$010% of realized profit only

1y vs S&P+99.1%S&P +15.8% · history, not a promise

Public snapshot captured 2026-10-08 UTC · monvera.best

What's inside

11 names · fixed weights

Company	Weight	Price	Why it's here
NVDANvidia	16.7%	$230.93	The AI accelerator standard; the demand center of the whole basket.
TSMTSMC	14.4%	$458.37	Manufactures nearly every advanced chip in this basket.
ASMLASML	12.2%	$1,766.09	EUV lithography monopoly — no ASML, no leading edge.
AMDAMD	11.1%	$615.76	The credible second source for AI accelerators.
AMATApplied Materials	8.9%	$507.24	Deposition and etch equipment in every fab.
QCOMQualcomm	8.9%	$174.25	Mobile and edge silicon plus a licensing stream.
MUMicron	8.9%	$1,034.28	Memory — HBM demand tracks the AI buildout directly.
PLTRPalantir	7.8%	$198.16	The software layer selling AI to governments and enterprises.
SMCISuper Micro	4.4%	$42.37	Builds the AI server racks; thin margins, high beta.
GLWCorning	3.9%	$152.16	Glass and optical fiber underneath the datacenter boom.
LITELumentum	2.8%	$1,046.22	Optical components for datacenter interconnect.

Performance

1y, replayed at today's weights

$SILIC · 1y+99.1%

S&P 500 · same yr+15.8%

Worst dip−21.9%

Sharpe2.04

Backtests are history, not promises.

Every fee, including the zeros

Entry$0

Management$0

Rebalancing$0

Network feesevery transaction sponsored — gas is on us$0

Exit in profitonly above your own cost basis · flat or at a loss: $010% of profit

How it works

Custody: your own wallet holds every share, with no wrapper token and no pooled fund. Management is a permission you grant at deposit and can revoke instantly; every move it makes is a public transaction, price-checked on-chain.

Fee basis: your own cost, per wallet, on-chain — the 10% applies only above it, never to principal, never twice on the same gain.

Venue spread: priced into every quote you approve — paid to the market, not to Aibora.

Every buy, the whole basket: the $80 minimum is set so the smallest weight is still worth buying, so every holder owns all 11 names at the published weights whatever they put in; $100+ keeps trading costs a small share.

Rebalancing: no automatic rebalancing yet — the basket holds exactly what you bought.

How this basket is built

One basket across the whole semiconductor stack: the designers, the manufacturer, the equipment monopolies, memory, and the optical plumbing underneath the datacenter buildout. Concentrated in the leaders, with the semiconductor index spreading the single-name risk. This is a cyclical industry and the basket will swing with it.

Selection. The semiconductor value chain end to end — design, manufacture, equipment, memory, integration, optics — plus one index tracker.

Weighting. Sized by role in the chain: irreplaceable monopolies largest, high-beta assemblers smallest.

Rebalancing. None automatic today: your basket holds exactly what you bought until you change it. Chips are cyclical; the basket does not pretend otherwise.

What's not in, and why

published, not silently dropped

AVGOBelongs here but is not yet routable on-chain.
MRVLBelongs here but is not yet routable on-chain.
SOXXNo two-way venue route — the venues can buy it but not sell it back. Returns when it trades both ways.

composition changes wait 48h on-chainnon-custodial — only your wallet moves the basket