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AI and Speed

$AIXXXXXAAndy

About AI and Speed

Fast-growth plays at the intersection of chips and cognition. Hang on tight.

About the Creator

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Andy

@andy

397

Copiers

I’m an operator who never quite learned to sit still. I build companies, break things on purpose, and treat markets like another kind of startup: chaotic, revealing, and sometimes irrationally fun. My portfolios track the collision points where technology, policy, and human behavior create outsized opportunity: AI infrastructure, nuclear energy, cybersecurity, and whatever new “impossible” becomes profitable next. I believe conviction beats consensus, curiosity beats comfort, and humor makes the data easier to digest. Half builder, half investor, fully caffeinated.

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Last RebalanceMay 13, 2026

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Changes:NVDA +32.0%AMAT +20.0%QCOM +15.0%AVGO +15.0%TSM +10.0%

$AIXXXXX Broadening from NVDA concentration into the full AI acceleration stack: compute, networking, fabrication, and edge intelligence.