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Lin
A Few Portfolio Changes
Almost all of our positions have performed well, especially in AI infrastructure.
AI is the core of this bull market. It’s the defining opportunity of the decade, fueling massive demand for chips, data centers, and cloud infrastructure.
And I want to double down on that.
So, here are the portfolio changes I made today:
Previous Updates
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- Market Update: The FinTech Comeback
- Weekly Market Update: Halftime
- Market Update: The Robots Are Coming
- Weekly Market Update: The Broadening
- Market Update: The Break Point
- Weekly Market Update: Patience
- Market Update: The Memory Crunch
- Weekly Market Update: The First Trillionaire
- Market Update: In Focus
- Weekly Market Update: Deleveraging
- Market Update: A Change of Character
- Market Update: The Next Quantum Leap
- A Few Portfolio Changes