A portfolio I'm tracking, focu

A portfolio I'm tracking, focused on AI themes, is up 73% in a particular challenge. The top performers so far are $Credo Technology Group Holding Ltd(CRDO)$ , up 126% since being added, and $NEBIUS(NBIS)$ , up 85%. It's interesting to see AI infrastructure names continuing to lead the way. The market seems to be rewarding companies positioned around the next wave of compute, connectivity, and data infrastructure. I'm watching to see how these names develop as the AI cycle progresses.

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