New Deal Invest | etoro Smart Portfolio

New Deal Invest @NDI-FutureTech

Performance
0% Return
All

2026

2025

2024

2023

2022

2021

2020

2019

38.8%0%-38.8%

Return YTD 14.28%

Return 2Y 72.68%

Avg. Risk Score (last 7D)

Profitable Weeks 49.09%

Discussions

@NDI-FutureTech

Smart Portfolio

NVDA vs AVGO: The Optical Edge @NDI-FutureTech $NVDA (NVIDIA Corporation) can keep growing while facing pressure from more directions. Custom chips, optical supply constraints and specialized inference systems give customers more reasons to consider alternatives. $AVGO's optical capabilities... Show More

@NDI-FutureTech

Smart Portfolio

10d

4Q 2026 Rebalance: Connecting the AI Buildout We have completed our fourth-quarter portfolio review and rebalancing. Last quarter, we increased our exposure to the infrastructure behind the AI buildout. This quarter, we have taken that a step further, with a particular focus on networking and optical... Show More

🔌 Networking

100.00%

⚡ Compute

100.00%

💡 Optical connectivity

100.00%

@NDI-FutureTech

Smart Portfolio

10d

🔌 Networking

100.00%

⚡ Compute

100.00%

💡 Optical connectivity

100.00%

@NDI-FutureTech

Smart Portfolio

14d

How the SaaS Survival Scorecard sorts PLTR, DDOG, NET, PANW and MNDY A few quarters ago we began trimming SaaS in @NDI-FutureTech well before the February 2026 sell-off that investors call the SaaSpocalypse. AI agents such as Claude, ChatGPT, Copilot and Cursor are starting to do work that people used... Show More

@NDI-FutureTech

Smart Portfolio

27d

Starship Flight 14: Why This Launch Matters for SpaceX $SPCX (Space Exploration Technologies Corp) is now aiming to fly Starship as early as 28 September, after an earlier 22 September target slipped. This is not the dramatic “catch the rocket with giant tower arms” attempt some expected. Both the... Show More

@NDI-FutureTech

Smart Portfolio

1mo

Why NDI-FutureTech Owns a Pre-Revenue Stock 🧵 $LWLG (Lightwave Logic Inc) is a pre-revenue materials company. It has almost no sales, no product in high-volume production, and a share price that can swing violently on headlines. ⚠️ That is a dangerous profile. We hold it anyway — at 0.6% of NDI-FutureTech.... Show More

@NDI-FutureTech

Smart Portfolio

1mo

Tesla’s Cybercab Is Here. The Potential Is Clearer Than the Details Expectations were high going into Tesla’s Cybercab launch party. In the days beforehand, Tesla expanded its Robotaxi service area in Austin, registered 45 Cybercabs to its official fleet, and $TSLA (Tesla Motors, Inc.) shares rose in... Show More

@NDI-FutureTech

Smart Portfolio

1mo

Our AI Bubble Barometer Says We’re Not in Bubble Territory — Yet Is the AI investment cycle becoming a bubble? At NDI-FutureTech, we have built a customised AI Bubble Barometer to evaluate this question through valuations, capital investment, profitability, financing risk and forward infrastructure... Show More

@NDI-FutureTech

Smart Portfolio

2mo

Tower Semiconductor: @NDI-FutureTech Largest Position $TSEM (Tower Semiconductor Ltd) remains the largest position in the NDI-FutureTech portfolio. We trimmed it from around 7% to 6% to realise gains and improve diversification while keeping strong conviction. Tower is a key bottleneck resolver in... Show More