Mar. 7 at 9:35 AM
93%+ Portfolio Concentration: My Core AI Plays (Mar 7, 2026) 🚀
These are the names I can’t quit — the backbone of my AI thesis since 2023:
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$PLTR – longest-running conviction play
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$NVDA – AI king, no contest
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$AMD – strong challenger gaining ground
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$TSLA – Robotaxi & AI energy edge
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$TSM – foundry backbone powering everything
No hype, no chasing trends — just leaders aligned with the AI dominance narrative. Daily charting, buy/sell signals, and smart sizing during public fear keeps me ahead.
Stick to the winners, be patient, and let the thesis play out — it’s never too late if the story is solid.