New Deal Invest
New Deal Invest @NDI-FutureTech

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32.85%2025
2025
37.10%2024
2024
31.68%2023
2023
-20.16%2022
2022
4.41%2021
2021
7.92%2020
2020
-1.00%2019
2019
37.1%0%-37.1%
NDI-FutureTech
Smart Portfolio
Fortinet: Building Secure, Efficient Networks for the AI-Driven World 👉 $FTNT (Fortinet Inc) — a long-term holding in the @NDI-FutureTech portfolio — reported 3Q25 results on November 5, 2025, which underwhelmed analysts and investors. Concerns about slower services growth have driven expectations... Mostra di più Traduci
NDI-FutureTech
Smart Portfolio
Modificato
💡 AI Value Chain #7: Optical Interconnect $LITE (Lumentum Holdings Inc) has been a holding in @NDI-FutureTech for several quarters. The company is emerging as a key enabler of the optical backbone underpinning the AI data-center boom — the infrastructure equivalent of upgrading from copper wiring... Mostra di più Traduci
NDI-FutureTech
Smart Portfolio
🚀 Google’s AI Renaissance: From Caution to Conviction We’ve added $GOOGL (Alphabet Inc Class A) at the start of Q3, marking a return to conviction in a company that’s quietly pulled off one of the most impressive AI turnarounds in tech — and we look forward to 3Q25 earnings on October 29th. Eighteen... Mostra di più Traduci
NDI-FutureTech
Smart Portfolio
💡 AI Value Chain #6: T&D - Quanta Services (PWR) @NDI-FutureTech$PWR (Quanta Services Inc) has been a holding in NDI-FutureTech for a couple of quarters now. In the previous article in the AI Value Chain series, we discussed key energy players such as $OKLO (Oklo Inc)) and $LEU (Centrus Energy... Mostra di più Traduci
NDI-FutureTech
Smart Portfolio
Tempus AI: Building the Operating System for Precision Oncology $TEM.US (Tempus AI Inc) is a new addition to the @NDI-FutureTech portfolio this quarter. In healthcare — a sector undergoing massive AI transformation — many listed names fall into high-risk biotech plays dependent on FDA approvals. That’s... Mostra di più Traduci
NDI-FutureTech
Smart Portfolio
📣 @NDI-FutureTech 𝙌𝙪𝙖𝙧𝙩𝙚𝙧𝙡𝙮 𝙍𝙚𝙗𝙖𝙡𝙖𝙣𝙘𝙚 – 𝙌𝙪𝙞𝙘𝙠 𝙐𝙥𝙙𝙖𝙩𝙚 A massively successful quarter with continued outperformance calls for adjustments to capture the most promising opportunities across AI, blockchain, future infrastructure, and advanced technologies. We’re taking well-earned... Mostra di più Traduci
🧠 AI & Tech
100.00%
🧬 Healthcare Innovation
100.00%
⚙️ Infrastructure & Materials
100.00%
💰 Blockchain & Fintech
100.00%
NDI-FutureTech
Smart Portfolio
🚀 Will Meta Become a $10T Company by 2035? @NDI-FutureTech $META (Meta Platforms Inc) is a core holding in the NDI-FutureTech portfolio, and the long-term question is whether it can rise from today’s ~$1.8T market cap to become a $10T giant — possibly the world’s most valuable company — by 2035. We... Mostra di più Traduci
NDI-FutureTech
Smart Portfolio
❄️ Fintech – From Winter to Renaissance 📈 The Boom and Bust Cycle 💥 Fintech has promised financial democratization for more than a decade, but its trajectory has been shaped by repeated cycles of hype and correction. COVID-19 was both a catalyst and a curse. On the one hand, stimulus checks, zero... Mostra di più Traduci
NDI-FutureTech
Smart Portfolio
🚀 Upstart's AI Lending Model Is Finally Proving Itself $UPST (Upstart Holdings Inc) a key holding in the @NDI-FutureTech smart portfolio, delivered an outstanding 2Q25 that reaffirmed its position as a disruptive force in consumer lending. Revenue jumped 102% YoY to $257.3m, beating estimates... Mostra di più Traduci

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