Skip to content
Back to the thesis

Back this thesis.

AI spending keeps growing

Thesis’s call

This basket will outperform SPYx over 90 days.

Your investment starts at your own entry price. The deadline does not sell your holdings.
  • MSFTxMicrosoft · The landlord40%$60.00
  • NVDAxNVIDIA · The supplier35%$52.50
  • PLTRxPalantir Technologies · The application25%$37.50

Totals 100%. This is the author's allocation.

Estimated cost $0.63 on $150.00. Jupiter charges it; Thesis adds nothing.