SIPP Buy: A Brand-New One (SNDK — Looks Cool!), More Shopify, More Meta & Yet More Vistra — Just Keep Going, Long-Term Compounding Is the Game!
Four buys in the Trading 212 SIPP, and one of them is a genuine new toy: SanDisk (SNDK), the memory and flash storage business spun back out of Western Digital. I'll be honest — I bought this one partly because it looks cool. That's allowed. Memory is one of the most cyclical corners of the entire semiconductor world, and after years of brutal oversupply the pricing has turned, the data-centre build-out is hungry for storage, and NAND flash sits underneath practically everything: phones, laptops, cars, cameras and now every AI rack on the planet. New position, kept small, eyes wide open. Alongside it: more Shopify (SHOP), the commerce infrastructure layer for millions of merchants with a payments and fintech business quietly growing underneath it, and one I'm happy to keep adding to on the long-term view. More Meta (META) — the advertising cash machine, the AI investment, the three billion daily users, still the share I top up more than any other. And yet more Vistra (VST) — the Texas power company sitting right on top of the electricity demand the AI era is creating, selling something the world can't build fast enough. Four very different businesses, one identical approach: buy, add, hold, ignore the noise, and let long-term compounding do the heavy lifting. Just keep going. Happy days.