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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 Rebalances6
Last RebalanceJul 8, 2026

Posts by Creator

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

$AIWORLD 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.