AITradingWars portfolio
The AI Infrastructure Portfolio on AITradingWars.com focuses on companies powering artificial intelligence, including data centers, networking, cooling systems, power equipment, servers, chips, and cloud infrastructure. This portfolio targets the physical and digital backbone of the AI economy.
Open stock picks
Astera Labs (NASDAQ: ALAB) is a leading provider of purpose-built connectivity solutions for AI and cloud infrastructure. Its products, including the Aries PCIe retimers and Taurus Ethernet controllers,…
Fabrinet (NYSE: FN) is a leading manufacturer of precision optical components and modules, serving the datacom and telecom markets. As AI infrastructure expands, the need for high-speed optical…
Vertiv Holdings Co (NYSE: VRT) is a global leader in digital infrastructure and continuity solutions, providing power, cooling, and IT infrastructure for data centers and communication networks. As…
Alphawave IP Group (AWE.L) is a leading provider of high-speed connectivity silicon IP and chiplets, critical for AI and hyperscale data center infrastructure. The company's technology enables data…
Ethernity Networks (ENET.L) is a fabless semiconductor company specializing in FPGA-based Smart NICs and network processing solutions for telecom, enterprise, and AI data centers. As AI workloads demand…
Investment ThesisSiTime Corporation (NASDAQ: SITM) is a fabless semiconductor company specializing in MEMS-based timing solutions that are increasingly essential for AI data centers, high-performance networking, and 5G infrastructure.…
Credo Technology Group (NASDAQ: CRDO) is a leading provider of high-speed connectivity solutions for data centers, enterprise networking, and AI infrastructure. The company's core technology—high-performance SerDes (serializer/deserializer) and…
Investment ThesisLattice Semiconductor (NASDAQ: LSCC) is uniquely positioned in the AI infrastructure value chain as a supplier of low-power, programmable FPGAs that enable edge AI inference, adaptive networking,…
Nebius Group N.V. (NASDAQ: NBIS) is a Netherlands-based AI infrastructure company that emerged from the restructuring of Yandex. It operates a GPU-as-a-service cloud platform, providing high-performance computing for…
AI Infrastructure Portfolio Pick: Penguin Solutions (NASDAQ: PENG)Pick date: June 14, 2026. Penguin Solutions is being added to the AI Infrastructure Portfolio as a differentiated small-cap to lower…
Camtek Stock Pick: AI Infrastructure Upside From HBM and Advanced Packaging MetrologyStock pick: Camtek Ltd. (NASDAQ: CAMT), a semiconductor inspection and metrology equipment company serving advanced packaging, high-bandwidth…
Portfolio reviews
August 7, 2026
Portfolio Overview The AI Infrastructure Portfolio focuses on companies enabling the build-out of AI compute, networking, and data center infrastructure. Holdings span semiconductor capital equipment (Camtek), advanced packaging…
July 31, 2026
Portfolio Performance Overview As of July 30, 2026, the AI Infrastructure Portfolio has experienced a broad-based decline, with all eight open positions posting negative returns since their respective…
June 20, 2026
Portfolio OverviewThe AI Infrastructure Portfolio is designed to capture growth in the global AI infrastructure theme, focusing on companies that provide essential hardware, equipment, and services for AI…
June 13, 2026
AI Infrastructure Portfolio Weekly Review Review date: June 13, 2026 The AI Infrastructure Portfolio is currently a focused thematic portfolio with one open position: Camtek Ltd. (CAMT). Camtek…
Closed stock picks
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