AI Infrastructure: The Core Growth DriverWhy compute, networking and power remain central to the long-term investment case.
TERMONTO · INVESTMENT RESEARCH
Built for
long-term
capital growth.
Independent investment research and a focused portfolio investing in technology, AI infrastructure, semiconductors, industrial transformation and global opportunities.
◉Research-drivenDeep fundamental analysis
⌁Long-term focusStructural growth themes
◇Risk awareActive thesis monitoring
◎TransparentPercentage-only data
LIVE PORTFOLIO PERFORMANCEPreview
+18.42%Portfolio PerformanceToday+0.22%
Long88.0%
Profitable71.0%
Portfolio Performance+18.42%Open-position weighted return
Today+0.22%Change since day start
Open Positions5Positions
Profitable Positions71%
Long / Short88% / 12%
Live Portfolio Preview
Last update: 2026-08-14 13:33:38
| Asset | Direction | Portfolio Weight | Performance | Contribution | Status |
|---|---|---|---|---|---|
NVIDIANVDA |
LONG | 13.8% |
+17.42% | +2.40% | Open |
BroadcomAVGO |
LONG | 10.7% |
+9.11% | +0.97% | Open |
ARM HoldingsARM |
LONG | 7.6% |
-2.18% | -0.17% | Open |
Rocket LabRKLB |
LONG | 6.9% |
+24.31% | +1.68% | Open |
AMDAMD |
LONG | 5.4% |
+7.34% | +0.40% | Open |
All public portfolio and performance data is percentage-based. No personal monetary values are displayed.
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Latest Research
View allSemiconductors Beyond the CycleStructural demand matters more than short-term inventory noise.