💎 Portfolio
Here's where I share every stock in my portfolio.
My portfolio framework is simple: find the disruptive theme, find the bottleneck, find the best companies solving it, buy at the right price.
Current Themes:
Photonics · Robotics · Space · AI Infrastructure · AI Energy · Defense Tech
No day trading.
No momentum chasing.
No hype cycles.
Just high-conviction positions in companies building critical bottlenecks the world may depend on over the next 10 years.