Semiconductors: $AMD Enterprise Software: $NOW Digital Advertising: $APP Fintech: $SOFI E-Commerce: $AMZN Mobility: $UBER Streaming: $NFLX Social Media: $SNAP Healthcare Insurance: $OSCR Alternative Assets: $BN Data & Marketing: $ZETA Utilities / AI Power: $VST Digital Infrastructure: $EQIX Consumer Internet: $DUOL Cybersecurity: $CRWD Cloud Software: $CRM Creative Software: $ADBE Social Platforms: $META Consumer Growth: $CELH Entertainment: $FUBO Payments: $V Traditional Finance: $JPM Energy: $XOM Materials: $FCX Retail: $WMT Some of these I own, some I watch, and some I would only buy at the right valuation. But if I had to pick one company from each corner of the market, this is pretty close to my list. What would you change?
