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Path of AI Software

$AISOFTWAREDDanny M.

About Path of AI Software

Path of Exponential Growth invests in a concentrated portfolio of six companies positioned to benefit from enterprise AI adoption, AI infrastructure expansion, and the commercialization of quantum computing. The strategy emphasizes long-term capital appreciation through high-conviction growth businesses while accepting above-average volatility. Holdings are selected for their potential to become category leaders over the next decade rather than for short-term trading.

About the Creator

Focused on AI, semiconductors, nuclear energy, and space. Investing with patience, conviction, and a long-term vision for financial freedom.

Activity

Total Rebalances2
Last RebalanceAug 12, 2026

Posts by Creator

Changes:MSFT +8.0%AVGO +2.0%VRT +2.0%PLTR -7.0%QBTS -3.0%

$AISOFTWARE PLTR remains a major holding at 20%, but its valuation makes 30% unnecessarily dangerous. * MSFT becomes the largest position because it provides high-quality AI/cloud growth with much less valuation risk. * AVGO and VRT retain strong AI-infrastructure exposure. * ORCL remains meaningful, but you already own substantial ORCL in Schwab. * QBTS becomes a 2% home-run option rather than a position capable of materially damaging the portfolio.

Changes:PLTR +27.0%AVGO +20.0%MSFT +18.0%VRT +16.0%ORCL +14.0%

Rebalanced Path of AI Software for long-term AI growth. Removed RGTI, added MSFT for stronger enterprise AI/cloud exposure, and increased quality across PLTR, AVGO, VRT, and ORCL while keeping QBTS as a small quantum moonshot.