Here's an updated version of how I'm constructing my growth ...

ROM-STAR wrote a post · Jun 25 22:42

Here's an updated version of how I'm constructing my growth portfolio around key themes that I believe have a MASSIVE runway for the rest of this decade 👇

💾 Data (30%) | $Snowflake(SNOW.US)$ , $Palantir(PLTR.US)$ , $MongoDB(MDB.US)$ , $Datadog(DDOG.US)$ , $Confluent(CFLT.US)$

🛡️ Cybersecurity (20%) | $CrowdStrike(CRWD.US)$ , $Zscaler(ZS.US)$ , $Cloudflare(NET.US)$

🛒 E-Commerce (12%) | $Global-E Online(GLBE.US)$ , $MercadoLibre(MELI.US)$ , $Jumia Technologies(JMIA.US)$

☁️ Cloud (12%) | $Atlassian(TEAM.US)$ , $DigitalOcean(DOCN.US)$ , $ServiceNow(NOW.US)$ , $Axon Enterprise(AXON.US)$

⚡️EV (8%) | $Tesla(TSLA.US)$

🎮AR/VR & Gaming (3%) | $Unity Software(U.US)$

🌐 Internet of Things (2%) | $Samsara(IOT.US)$ , $Impinj(PI.US)$

🚀Space (2%) | $Rocket Lab(RKLB.US)$

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夜轻歌 : Tesla is not only a EV car

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ZT Hardska : Thanks for sharing. Good sharing resources

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104759525 : Like shay

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smoothshoe : I own most of those... no Nvidia?

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ROM-STAR

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