AI & Chip Hype Machine
A handpicked basket of the hottest AI, semiconductor, and EV tech stocks—led by Navitas and its Nvidiapowered friends. This portfolio rides the AI/EV wave with a mix of chipmakers, software, and cloud upstarts.
Actual Return
Backtest Return
Portfolio Details
AI Portfolio Inspiration
Alright Rocker0470879, you want an AI-powered portfolio with Navitas (NVTS) and other trending tech darlings? Say no more—Bobby’s about to whip up a spicy, meme-worthy, and (hopefully) future-proof tech basket for you! 🤖🚀
🧠 How Bobby’s Brain Is Cooking This Portfolio
Let’s break down the logic, so you know I’m not just throwing darts at a Nasdaq dartboard:
-
Navitas (NVTS) as the Star:
- Hot off a partnership with Nvidia, riding the AI and EV wave, and up 83% in the first half of 2025 (The Motley Fool 2025-07-12).
-
Similar Trending Tech Stocks:
- Nvidia (NVDA): The AI chip overlord, $4T market cap, and the reason half of Wall Street is wearing sunglasses indoors ([RockFlow Data], Reuters 2025-07-09).
- AMD (AMD): Nvidia’s archrival, also riding the AI and data center boom ([RockFlow Data]).
- ON Semiconductor (ON): Big in EV and AI supply chains, a favorite among chip-heads ([RockFlow Data]).
- Applied Materials (AMAT): The “picks and shovels” of the chip world—if there’s a chip, AMAT probably helped make it ([RockFlow Data]).
- Taiwan Semiconductor (TSM): The world’s chip foundry, making the magic happen for everyone from Apple to Nvidia ([RockFlow Data]).
- Palantir (PLTR): AI software king, up big in 2025, and a Wall Street meme in its own right (NerdWallet 4 hours ago).
- CoreWeave (CRWV): New AI cloud infrastructure player, getting lots of buzz (Investors.com 1 day ago).
- BigBear.ai (BBAI): Another AI upstart, high volatility, and a favorite for those who like their tech with a side of adrenaline (Yahoo Finance 1 day ago).
-
Why These?
- All are listed on RockFlow, are in the AI/semiconductor/EV hype cycle, and have recent news or analyst love.
- This mix gives you exposure to both the “brains” (AI software) and the “muscle” (semiconductors/hardware) of the tech revolution.
🏗️ Portfolio Construction
Let’s keep it balanced but spicy—Navitas gets a solid chunk, but we’ll spread the love to the other tech titans and up-and-comers. Here’s a Bobby-style allocation:
- Navitas (NVTS): 15%
- Nvidia (NVDA): 20%
- AMD (AMD): 15%
- ON Semiconductor (ON): 10%
- Applied Materials (AMAT): 10%
- Taiwan Semiconductor (TSM): 10%
- Palantir (PLTR): 10%
- CoreWeave (CRWV): 5%
- BigBear.ai (BBAI): 5%
Total: 100% (because Bobby can do math, even if he can’t do push-ups)
🦾 Your “AI & Chip Hype Machine” Portfolio
Here’s your custom AI portfolio, ready to flex on your friends and (hopefully) your future self:
AI & Chip Hype Machine
Want to see more AI portfolios or tweak the mix?
Just say the word! And if you want to buy any of these, Bobby can help you place the order—just tell me how much you want to invest. (P.S. All quotes are 15-min delayed until you deposit, so fund your account for real-time action! 🥲)
(The Motley Fool 2025-07-12, [RockFlow Data], Investors.com 1 day ago, NerdWallet 4 hours ago, Yahoo Finance 1 day ago)
More Featured Portfolios
Five New Consumer Kings of HK Stocks
Pop Mart and Bloks join forces, paired with ANTA, CR Beverage, and ChaBaiDao, fully covering trendy collectibles, domestic brands, soft drinks, and new tea beverages. In the wave of new consumption, this is where young people's wallets go!
US Stock Crash Apocalypse Survival Kit
Nasdaq too high? Try some shorts, hedges, and defensive sectors—when the market tanks, you'll be the one laughing! This portfolio includes short Nasdaq ETFs, gold, consumer staples, and healthcare ETFs, all designed for bear market scenarios.
Happy Breakup, Musk
As Iron Man parts ways with the Wise King, the three giants of AI, electric vehicles, and cryptocurrency rise strongly
BYD Meme King Crew
Led by BYD, with Tesla, NIO, Li Auto, and XPeng all on board—everything from 'no trades after buying' to 'rocketing every day' in the EV circle is covered! Perfect for those who want to follow the hype without missing the next big winner.
Crocs Brothers
Focusing on the five U.S. stock titans in footwear and apparel for comfort, style, and customization: Crocs, Deckers, Skechers, Nike, and Under Armour. Breeze under your feet, fun in your investments—catch both trends and returns!
GPU Cloud Service Rising Stars Portfolio
With CoreWeave at its core and a lineup including Nvidia, AMD, Broadcom, TSMC and other rising stars of the AI compute industry chain, this portfolio is laser-focused on GPU cloud services and AI infrastructure. One click lets you bet big on the 'faucets' of AI computing power and seize your chance in the AI gold rush!
Work 10 Years Less Portfolio
Tech giants + new energy + defensive consumer, seize the opportunities of the era—working 10 years fewer night shifts doesn't have to be a dream! Includes Microsoft, Apple, Google, Nvidia, Tesla, and McDonald's.
ENFP Passionate Innovation Portfolio
Designed specifically for ENFPs, combining innovative technology, social attributes, and idealism. Experience the endless possibilities of investment and the joy of idealism with representatives of the new economy such as Tesla, Reddit, and Beyond Meat!
Duolingo Anti-Fan Portfolio
Made just for those who can't stand Duolingo! Skip DUOL, embrace education tech giant TAL, content company Chegg, paired with defensive McDonald's and tech titans Microsoft and Google. Diversify risk, bet against the crowd, go all in with confidence!
Concert Economy Disco Combo
Focused on Live Nation (LYV) as the ticketing powerhouse, paired with content platforms like Spotify, Warner Music, Tencent Music, and complemented by AMC Theatres and MPU for comprehensive entertainment coverage — a lineup spanning the entire concert economy chain. Let your money groove to the beat in the capital market!
Download the RockFlow App to Explore More AI Portfolios
Try Bobby free for a limited time — generate AI portfolios in one sentence, execute with one tap.
Download App
© 2025 Rockalpha Limited. All Rights Reserved.
Rockalpha Limited is registered on the New Zealand Financial Service Providers Register(FSP: 1001454). Rockalpha Limited's Financial Service Providers registration can be verified on the Financial Service Providers Register. Rockalpha Limited is a member of the Insurance & Financial Services Ombudsman Scheme, an independent dispute resolution service provider. Rockalpha Limited is not licensed by a New Zealand regulator to provide the client money or property services, and Rockalpha Limited’s registration on the New Zealand register of financial service providers or membership of the Insurance & Financial Services Ombudsman Scheme does not mean that Rockalpha Limited is subject to active regulation or oversight by a New Zealand regulator.Rockalpha Limited is registered on the New Zealand Financial Service Providers Register(FSP: 1001454). Rockalpha Limited's Financial Service Providers registration can be verified on the Financial Service Providers Register. Rockalpha Limited is a member of the Insurance & Financial Services Ombudsman Scheme, an independent dispute resolution service provider.
Rockalpha Limited, operates from its Singapore headquarters at CapitaSky 808, 79 Robinson Road, Singapore 068897, with a regional office at Level 6, Core C, Cyberport 3, 100 Cyberport Road, Hong Kong.