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This is the ultimate AI portfolio

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Tom Nash

159,115 subscribers

24,750 次观看 • 6 个月前 •via X (Twitter)

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CURRENT GROWTH PORTFOLIO EXPOSURE • New Age of Defense: 34% • Healthcare: 20% • Digital Platforms: 16% • AI Hardware: 11% • AI Power: 10% • Edge AI: 9% The portfolio currently has 16 positions with an average market cap of ~$3.7B Performance: • Growth Portfolio: +268% • $ARKK: +92% • $QQQ: +64% • $SPY: +54%
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