My long-term core stack consis

AdamDavis

06-10 21:57

My long-term core stack consists of these 10 names I'll keep adding to over time:

$NVIDIA(NVDA)$ - AI chips powering the future

$SoFi Technologies Inc.(SOFI)$ - digital banking & fintech growth

$IREN Ltd(IREN)$ - AI data center infrastructure

$Robinhood(HOOD)$ - retail brokerage play

$Nokia Oyj(NOK)$ - telecom + networking backbone

Strong themes, long runway, and staying power. Perfect for patient capital.

Sharing my framework and levels - no paywall, just structured positioning thinking.

Which of these are on your core list?

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