My AI portfolio

US Market & Sectors
1

I’ve structured my Vest using a layered approach to ride the AI wave through 2035 — allocating across:
• Layer 1 (2025–2027): Infra giants like NVDA, SMCI, ANET, AVGO, MSFT — the backbone of AI compute.
• Layer 2 (2028–2030): Platforms like PLTR, SNOW, UiPath, CRWD for AI orchestration and security.
• Layer 3 (2030–2035): Moonshots like IONQ, RXRX, SCHR, TSLA for quantum, biotech, and robotics.

  1. Do you believe this phased investing approach makes sense?
  2. Are there any Layer 2 or 3 stocks you’re bullish on now?
  3. Would you overweight Layer 1 more aggressively until 2026?
1 Like
2

the timeframes may be too optimistic. Layer 2 could consolidate faster than expected. Companies like PLTR, SNOW, and CRWD might peak earlier than 2028.

Layer 3 is ultra-speculative. Moonshots like IONQ or SCHR are still pre-revenue or deeply experimental, might not yield real gains even by 2035 unless they pivot or get acquired.

3

Layer 1 is where the juice is now. I’d go overweight on SMCI, NVDA, and ANET aggressively till 2026, ride the CapEx boom of AI infra.

4

What do you guys think about BABA? I believe it is a highly undervalued play on AI.