AI Leads the Recovery β April Closes with 36%
π April was an incredible month for our strategy, closing with an impressive +36% profit after a challenging March.
The biggest contributors were $AMD (Advanced Micro Devices Inc) with an outstanding ~80% return, followed by $GOOGL (Alphabet Inc Class... Show More
β‘ AI at the Edge Is Redefining Data Center Power
π’ Infinity-AI Return 2Y: 97%
π $VRT (Vertiv Holdings Co) explains how the rapid growth of edge AI is forcing data centers to rethink power and cooling systems. AI racks are moving from 120kW today to 600kW by 2027 and potentially 1MW in the future.... Show More
π January Off to an Amazing Start!
π’ Infinity-AI Return 2Y: 95%
January has been an incredible month for our portfolio, delivering 11% profit so far. This strong performance shows the power of focusing on high-conviction AI leaders.
π The biggest contributors this month were $AMD (Advanced Micro... Show More
π¬π§ Anthropic Brings AI to UK Public Services
π’ Infinity-AI Return 2Y: 92%
π’ Return YTD: 9%
π€ Anthropic has partnered with the UKβs Department for Science, Innovation and Technology to pilot an AI assistant for GOV.UK, designed to help citizens navigate government services with personalized guidance.... Show More
π $AVGO (Broadcom Inc) Emerges as a Core AI Infrastructure Giant
π Broadcom ($AVGO) has massively outperformed the market, rising about 50% in the past year versus 15% for the S&P 500, driven by booming demand for custom AI chips and networking solutions. The company has transformed from a traditional... Show More
AI Strategy vs $NSDQ100 β Since 2025
π’ Return 2Y: 83%
π’ Return YTD: 4,39%
This chart says it all. Since the beginning of 2025, this AI-focused strategy is up +36%, while the $NSDQ100 is up +17% in the same period β more than 2x the return!
π€ By focusing on semiconductors, AI infrastructure, and... Show More
$GOOGL (Alphabet Inc Class A) & AI: Strengthening the Core of Our Strategy
π’ Return 2Y: 87,5%
π’ Return YTD: 6,7%
β‘οΈ $GOOGL keeps reinforcing why the it remains one of the strongest long-term players in the AI space. From continued advances in Gemini models to deeper AI integration across Search,... Show More
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