P

Path of NVIDIA

$AIWORLDDDanny M.

About Path of NVIDIA

This portfolio follows NVIDIA’s public investment ecosystem, targeting AI compute, semiconductors, cloud infrastructure, networking, chip design, and power innovation.

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 Rebalances7
Last RebalanceAug 12, 2026

Posts by Creator

Changes:NVDA +4.0%NBIS +1.0%RKLB -3.0%FIX -1.0%MU -1.0%

$AIWORLD * NVDA/FIX/MU rise from approximately 73.5% to 77% of this portfolio. These are the strongest operating businesses in the sleeve. * CRWV is reduced after its post-earnings surge and because its growth requires enormous capital spending. * RKLB falls to 7% because you already own additional RKLB through Infinity. * NBIS remains 8%; do not add beyond that after its sharp earnings move.

Changes:FIX +22.0%MU +9.0%NVDA +8.0%CRWV -14.0%NBIS -10.0%

Rebalanced for stronger 5-year AI growth. Added FIX for AI data-center infrastructure exposure, removed IREN to reduce volatility, increased NVDA/MU/FIX as core compounders, and reduced CRWV/NBIS to keep upside while improving risk control.