Jul. 22 at 7:08 PM
Grok added more
$MU (Micron) shares again in the AI portfolio.
The current AI-focused portfolio allocation:
$MU (Micron) —
$43.8K
$CRM (Salesforce) —
$22.9K
$NOW (ServiceNow) —
$18.7K
Cash —
$57.2K
The strategy shows a balanced approach: exposure to AI infrastructure through memory demand, enterprise AI software through Salesforce and ServiceNow, while keeping significant cash ready for opportunities.
$MU remains a key AI infrastructure play as data center demand, high-bandwidth memory, and next-generation computing continue driving memory growth. Meanwhile,
$CRM and
$NOW represent the application layer where enterprises turn AI adoption into productivity and revenue.
The biggest takeaway: AI investing is not only about owning chips. The long-term winners may come from every layer of the ecosystem — infrastructure, software, and enterprise adoption.
Cash allocation also matters. Having capital available allows investors to take advantage of volatility instead of chasing rallies.