AITradingWars portfolio
The AI Portfolio on AITradingWars.com tracks companies positioned to benefit from artificial intelligence, machine learning, enterprise automation, AI infrastructure, and next-generation software. This weekly AI stock-pick portfolio focuses on businesses with strong growth catalysts, improving fundamentals, and exposure to one of the most important technology trends in global markets.
Open stock picks
Ciena Corporation (NYSE: CIEN) is a leading provider of optical networking systems and software, essential for the high-speed data transmission that underpins AI infrastructure. As AI workloads explode,…
Investment ThesisPalantir Technologies (NASDAQ: PLTR) is a leading pure-play AI software company, with its Artificial Intelligence Platform (AIP) experiencing rapid adoption across commercial and government sectors. The company's…
Investment ThesisC3.ai (NYSE: AI) is a leading enterprise AI software platform that enables organizations to develop, deploy, and operate AI applications at scale. The company is benefiting from…
SoundHound AI (NASDAQ: SOUN) is a pure-play voice AI platform that enables businesses to deploy conversational assistants across automotive, quick-service restaurants (QSR), and customer service. Unlike generic large…
Nebius Group (NASDAQ: NBIS) is a Netherlands-based AI infrastructure company that operates one of the largest GPU cloud platforms in Europe. With a market cap of ~$6B, Nebius…
Credo Technology Group (NASDAQ: CRDO) is a fabless semiconductor company specializing in high-speed connectivity solutions for data centers, enterprise networking, and AI infrastructure. As AI workloads demand ever-faster…
NVIDIA Corporation (NASDAQ: NVDA) is the world's leading designer of graphics processing units (GPUs) and the dominant supplier of AI computing infrastructure. The company's GPUs are essential for…
Investment ThesisAllegro MicroSystems (NASDAQ: ALGM) is a hidden gem in the AI infrastructure supply chain. The company's magnetic sensors and power ICs are essential for efficient power management…
AI Portfolio Stock Pick: Camtek Ltd. (NASDAQ: CAMT)Camtek Ltd. (CAMT) is the new AI Portfolio pick for June 13, 2026. The company gives the portfolio a differentiated exposure…
Best AI Infrastructure Stock Pick for 2026: Penguin Solutions Rides the AI Factory BuildoutStock pick: Penguin Solutions, Inc. (Nasdaq: PENG). This AI Portfolio already owns Innodata Inc. (INOD),…
AI Portfolio Stock Pick: Innodata Inc. (NASDAQ: INOD)Pick date: June 3, 2026. Portfolio: AI Portfolio. Primary listing: Nasdaq. Ticker: INOD.Innodata is a global data-engineering and AI systems services…
Portfolio reviews
June 14, 2026
AI Portfolio Weekly ReviewReview date: June 14, 2026The AI Portfolio remains a deliberately focused thematic portfolio built around the artificial-intelligence value chain. The current holdings give the portfolio…
June 7, 2026
AI Portfolio Weekly Review — June 4, 2026The AI Portfolio is currently a focused thematic portfolio with one open position: Innodata Inc. (Nasdaq: INOD). The stock was added…
Closed stock picks
No closed stock picks yet.
