A

AI Infrastructure

$ALTINFRAAAlec H.

About AI Infrastructure

A concentrated, forward-looking portfolio built to capture the exponential growth of artificial intelligence by investing in the underlying infrastructure layer — the chips, cloud platforms, data pipelines, and security systems that power every AI model, application, and agent.

Asset Breakdown

AMD14.6%
GOOGL11.83%
NVDA10.34%
INTC9.67%
AMZN8.52%
TSM7.31%
ASML6.97%
MSFT6.53%
MU4.68%
NBIS4.06%
META3.96%
LITE3.11%
AVGO3.1%
PLTR2.68%
ORCL1.5%
VRT1.15%

About the Creator

Activity

Total Rebalances1
Last RebalanceMay 13, 2026

Posts by Creator

Changes:GOOGL +13.4%INTC +12.7%AMD +11.9%NVDA +10.1%AMZN +8.4%

$ALTINFRA shifting portfolio allocation as the demand bottlenecks for the 7 layers of AI Infrastructure are shifting. This will help maximize returns over the next 24-36 months.