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Stargate AI

$STARGATEJJustin R

About Stargate AI

This portfolio aims to take advantage of AI companies across the supply chain that may also benefit from the US Stargate initiative.

About the Creator

J

Justin R

@justin

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Total Rebalances18
Last RebalanceAug 25, 2025

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Changes:AVGO +8.0%TSM +8.0%ASML +5.0%ANET +3.0%MSFT +1.0%

$STARGATE Adding AVGO, TSM, ASML, and ANET for broader stack coverage. Exited ACM due to rising backlog.

Changes:ORCL +10.0%CSCO +10.0%ACM +9.1%DLR +5.0%VRT +5.0%

Evaluating StarGate initiatives and rebalancing accordingly to include a number of new companies

Changes:ALB +4.3%NVDA +1.6%AMZN +0.9%GOOG +0.3%MSFT +0.1%

Adding Albermarle Corporation which specializes in lithium production, a critical component in battery technology and electronic applications. Selling out of Snow with milepost hit.