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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

8061

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Total Rebalances19
Last RebalanceJun 4, 2026

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Changes:MRVL +8.9%MU +25.0%AMD +1.7%NVDA -9.8%MSFT -9.0%

$STARGATE Trimming Micron as it’s now overweight in the portfolio and adding Marvel.

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

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