New Deal Invest @NDI-FutureTech CopyPortfolio复制基金

New Deal Invest@NDI-FutureTech

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2025

2024

2023

2022

2021

2020

2019

37.1%0%-37.1%

回报（最近一年） -2.28%

2年回报 48.12%

平均风险评分（过去 12 个月）

盈利周数 59.65%

@NDI-FutureTech

英国

7天前

$FTNT (Fortinet Inc) – 𝘼 𝙎𝙩𝙧𝙪𝙘𝙩𝙪𝙧𝙖𝙡 𝘾𝙤𝙨𝙩 𝘼𝙙𝙫𝙖𝙣𝙩𝙖𝙜𝙚 𝙞𝙣 𝙎𝙚𝙘𝙪𝙧𝙚 𝙉𝙚𝙩𝙬𝙤𝙧𝙠𝙞𝙣𝙜 Our thesis on Fortinet’s rebound from its product revenue slowdown has proven correct, despite initial skepticism. While supply chain distortions led to 40%+ product growth in 2021-22,... 显示更多翻译

@NDI-FutureTech

英国

21天前

𝘼𝙄 𝙑𝙖𝙡𝙪𝙚 𝘾𝙝𝙖𝙞𝙣 #𝟭: 𝙉𝙪𝙘𝙡𝙚𝙖𝙧 - 𝙊𝙠𝙡𝙤 (𝙋𝙩.𝟮) 𝙊𝙠𝙡𝙤’𝙨 𝟰𝙩𝙝 𝙂𝙚𝙣 𝙉𝙪𝙘𝙡𝙚𝙖𝙧 𝘼𝙙𝙫𝙖𝙣𝙩𝙖𝙜𝙚 Nuclear power has evolved, improving safety, efficiency, and economics. Early reactors (Gen 1 & 2) suffered from overheating, leaks, and disasters like Chornobyl. Gen 3 improved... 显示更多翻译

@NDI-FutureTech

英国

27天前

已修改

part 2 $PLTR (Palantir Technologies Inc.) 𝙎𝙘𝙖𝙡𝙞𝙣𝙜 𝙐𝙥 𝙒𝙤𝙧𝙡𝙙𝙬𝙞𝙙𝙚 • Assume 𝟱𝟬𝟬,𝟬𝟬𝟬 𝙢𝙞𝙙-𝙨𝙞𝙯𝙚𝙙 𝙤𝙧 𝙡𝙖𝙧𝙜𝙚𝙧 𝙘𝙤𝙢𝙥𝙖𝙣𝙞𝙚𝙨 𝙬𝙤𝙧𝙡𝙙𝙬𝙞𝙙𝙚. • If each invests $𝟵𝙈 𝙞𝙣 𝘼𝙄 𝙖𝙜𝙚𝙣𝙩𝙨, that totals: ◦ 𝟱𝟬𝟬,𝟬𝟬𝟬 × $𝟵,𝟬𝟬𝟬,𝟬𝟬𝟬 = $𝟰.𝟱 𝙩𝙧𝙞𝙡𝙡𝙞𝙤𝙣. This... 显示更多翻译

PLTR

Palantir Technologies Inc.

96.61

5.65 (6.22%)

@NDI-FutureTech

英国

27天前

𝙋𝙖𝙡𝙖𝙣𝙩𝙞𝙧 - 𝙏𝙤𝙩𝙖𝙡 𝘼𝙙𝙙𝙧𝙚𝙨𝙨𝙖𝙗𝙡𝙚 𝙈𝙖𝙧𝙠𝙚𝙩 & 𝙏𝙚𝙧𝙢𝙞𝙣𝙖𝙡 𝙍𝙚𝙫𝙚𝙣𝙪𝙚 𝙋𝙤𝙩𝙚𝙣𝙩𝙞𝙖𝙡 𝙀𝙨𝙩𝙞𝙢𝙖𝙩𝙚 The Total Addressable Market (TAM) for Palantir ($PLTR (Palantir Technologies Inc.)) is difficult to estimate due to the vast number of workflows, industries, and decisions... 显示更多翻译

PLTR

Palantir Technologies Inc.

96.61

5.65 (6.22%)

@NDI-FutureTech

英国

大约一个月前

AI Value Chain #1: Nuclear - Oklo Since we added $OKLO (Oklo Inc) at the start of 1Q25, the stock has surged 150%, a fortuitous outcome but one that we believe reflects long-term value-creation potential. Oklo’s Modular, Fast Reactor Advantage Oklo is a cutting-edge nuclear company developing... 显示更多翻译

@NDI-FutureTech

英国

2个月前

𝙋𝙇𝙏𝙍 𝙫𝙨. 𝙉𝙊𝙒 𝙫𝙨. 𝙈𝙉𝘿𝙔: 𝙒𝙝𝙤 𝙒𝙞𝙣𝙨 𝙞𝙣 𝙩𝙝𝙚 𝘼𝙄 𝘼𝙜𝙚𝙣𝙩 𝙀𝙧𝙖? The rise of AI agents marks the next evolution of enterprise automation. Unlike traditional RPA, which relies on brittle, rule-based scripts, AI agents will be context-aware, adaptable, and capable of executing... 显示更多翻译

@NDI-FutureTech

英国

2个月前

已修改

Oscar Health - A Rare Deep-Value Disruptor Transforming US Healthcare $OSCR (Oscar Health Inc) has been in the NDI-FutureTech portfolio since the fund's launch in January 2024. The company is a disruptive force in the US health insurance industry, positioning itself as a tech-driven provider focusing... 显示更多翻译

@NDI-FutureTech

英国

2个月前

1Q25 Rebalance Review (Pt.2) For 1Q25, we added 16 new stocks, increasing the total number of holdings from 46 to 62. Notable additions include $PLTR (Palantir Technologies Inc.) , $RKLB (Rocket Lab USA Inc.) and $SPIR (Spire Global Inc) . ⭐Palantir Already in 2021, we recognized profound long-term... 显示更多翻译

@NDI-FutureTech

英国

2个月前

已修改

1Q25 Rebalance Review (Pt.1) The NDI-FutureTech portfolio outperformed the Nasdaq 100 ($NDX) by 12% and the equal- weight Nasdaq ($QQQ (Invesco QQQ)) by 30% in 2024. While some of this outperformance was factor-driven, the majority stemmed from stock selection. To assess our stock picking performance,... 显示更多翻译

@NDI-FutureTech

英国

3个月前

已修改

Carvana - Hindenburg Highlights Caution but No Smoking Gun $CVNA (Carvana Co) fallen 30% in the past month amplified by a critical short report from Hindenburg Research. As usual, Hindenburg aims to persuade markets that the company has engaged in fraud, which, as a short seller, would benefit them... 显示更多翻译