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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

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 Rebalances15
Last RebalanceSep 8, 2026

Posts by Creator

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Changes:ASML +2.5%PANW +2.0%TSM +1.1%META +0.9%NVDA +0.6%

$BIGTECHGRO cashed in on some earnings on micron and amd in favor of diversity especially in chip manufacturing like tsmc and asml, also bought more nvdia

Changes:AMD +2.3%MU +1.6%PANW +1.3%AVGO +1.2%TSM +1.1%

diversified away from over exposed stocks like micron and amd. due to extreme growth in past months they were a massive percentage of the portfolio and I wanted to ensure a lower risk for the portfolio.

Changes:ENPH +2.0%MU +2.7%ASML +1.5%TSM +0.8%GOOG +0.6%

added emphase energy and adjusted share holding of nvda, google, and more, also removed stryde.