Counts from the Wed, Oct 21 close, which is not scored yet.
Gaetano@Gaetano2026I know mostly post about AI stocks But my portfolio has become quite broad Some of my best performers today are $NKTR $ZURA and $UNH Makes the volatility much easier to stomach and I can toggle different levers as I see fit
Gaetano@Gaetano2026I am now much more diversified than I have been in a while My portfolio has exposure to: > Networking (both optics + copper) + supply chain > Neoclouds > CPUs / Inference > Hyperscalers (All of them) > Powersemis > Robotics (Perception, Control Systems, Sensing etc) > Edge AI >