⛏️ AI-Infrastructure Basket
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Picks & shovels — no Nvidia
15 equal-weighted AI-infra stocks, three ways, vs the S&P 500.
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Cumulative return since inception
The 15 holdings
YTD return, and how each line weights it now
| Stock | YTD | Buy & hold | Active |
|---|
Friday trade decisions
The active book's running log — equal-weight at inception, re-weighted on Fridays