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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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- A Few Portfolio Changes
- Weekly Market Update: New Month, New Opportunities
- Market Update: Compute, Compute, Compute
- Weekly Market Update: The Bulls March On
- Adding Two New Positions
- Market Update: The Energy Shock
- Weekly Market Update: The Green Giant
- Market Update: The Crypto Bill
- How to Handle Speculative Market Periods
- Added Two Space Names