Version 1
A paper portfolio of companies building the AI infrastructure stack.
NVDA30%
MSFT25%
GOOGL20%
AMZN15%
Cash target10%
Published Flow rules
No extra Flow rules were recorded for this version. Personal rules still apply.
Content hash
b1831c98926a9f6f0d60540243b0e1c4108ea85dc8e2443642c52aa1413138a4