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.

Asset Breakdown

NVDA42.12%
MU23.74%
FIX17.36%
NBIS6.2%
RKLB5.61%
CRWV4.97%

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.