$Oklo Inc.(OKLO)$ Just pocketed some gains from OKLO, but the real show is just getting started! Holding this requires patience and conviction. With the nuclear renaissance and AI's massive power demand, its growth story is far from over — $20B market cap is nowhere near the ceiling.
If I had $1M, here is how I would build an AI-focused portfolio
If I had $1M, here is how I would build an AI-focused portfolio, so I never have to work again!Here is why 🧵👇Image1/ $Nu Holdings Ltd.(NU)$ NU is a fintech that's bringing modern financial services to unbanked populations in Brazil, Mexico, and Colombia.Their AI Private Banker will bridge the knowledge gap between 1% and the 99%, enabling everyone to have access to sound financial advice and integrated AI services.Nu's low-cost model enables fast growth and huge profits. 📈 Revenue per customer: +270% 📉 Cost per customer: -27%Trading for a P/E of 34, despite being a disruptor with huge growth runaway.2/ $NEBIUS(NBIS)$ NBIS is rebuilding the cloud for the AI era with an infrastructure platform purpose-built f
$SMIC(00981)$ holding firm—locked in some early gains! With China's semiconductor push gaining momentum, I remain optimistic about its long-term potential.
$SharpLink Gaming(SBET)$ 's potential is unfolding! The fusion of digital entertainment and competitive gaming creates unique growth vectors, with regulatory clarity adding stability. While emerging sector volatility persists, the innovation premium warrants patient tracking.
$Constellation Energy Corp(CEG)$ popped after the company announced it received regulatory approval from the New York State Public Service Commission for its previously announced acquisition of Calpine. Regulatory green light = bullish signal. The market liked what it saw!
$Sylvamo(SLVM)$ I made some money again. I’m so lucky. It feels good to make money from fluctuations. I’ll feel good all the time if I keep doing it. I’ll have a drink to celebrate tonight.
$CHINA LIT(00772)$ Fueled by the creativity of online writers and the immense monetization power of hit IPs like Joy of Life, Yuewen Group achieved its highest revenue in three years in 2024. With New Classics Media producing a series of blockbuster films and dramas, and its IP-derived merchandise hitting a record-breaking GMV of 500 million RMB, the company is well-positioned to ride the booming “Guzi Economy” trend. As the market for online literature derivatives rapidly expands, Yuewen’s revenue potential could skyrocket, making it a compelling long-term investment opportunity.
$Specificity, Inc.(SPTY)$ What a perfect entry point! Hedged against the market downturn, and the returns are looking great—truly satisfying! I'll wait for the right opportunity to exit in the next couple of days. Nothing beats the peace of mind that comes with locking in profits.