Changes:ENPH +2.0%MU +2.7%ASML +1.5%TSM +0.8%GOOG +0.6%
$BIGTECHGRO added emphase energy and adjusted share holding of nvda, google, and more, also removed stryde.
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Tech And Growth
$BIGTECHGROJJackson G.
About Tech And Growth
This portfolio is compiled of large market cap stocks mostly relating to the tech sector. These stocks could see significant growth with AI adnvancments, additionaly I added some more stable and reliable stocks to help balance the portfolio.About the Creator
J
Jackson G.
@Chawmp
17
Copiers
a technology-focused investor with a background in economics and data science at Texas Christian University. His investment strategy centers on identifying long-term growth opportunities at the intersection of artificial intelligence, advanced computing, energy, and global innovation. Rather than chasing short-term trends, Jackson builds positions in companies and technologies that benefit from structural shifts in how the world produces, consumes, and processes information.
His portfolio blends high-conviction growth assets with established market leaders, allowing him to capture upside while maintaining durability across economic cycles. He is particularly interested in businesses that leverage software, automation, and data to create competitive advantages that compound over time. Jackson also explores selective exposure to emerging technologies, private companies, and alternative assets where asymmetric upside exists.
Activity
Total Rebalances13
Last RebalanceJan 16, 2026
Posts by Creator
See allChanges:GOOG +3.3%TSM +2.2%ASML +1.9%AMD +1.3%MU +1.2%
took money out of high volatility stocks which could face major downturn in a scenario where ai is in a bubble. money invested into tech companies with proven business models and profit like Amazon and google.
Changes:SMCI +3.0%LRN +0.3%MU +0.2%AMD +0.2%TSLA +0.2%
Rebalanced portfolio to add Super Micro Computer, funding by trimming Palantir, Nvidia, Meta, and Google positions to optimize sector exposure.