META
Meta Platforms
- $586.48
- $707.20
Average $646.84
AI revenue beyond ads: frontier models plus paid subscription tiers, on top of a dominant ad engine.
Investments
My investment portfolio held by Bradgate Capital Management.
Updated 19 Oct 2026
QCOM
Qualcomm
- $157.81
- $179.51
- $155.52
Average $162.28
Edge AI silicon plus a new data-centre business starting to ship.
SPCX
SpaceX
- $148.58
Average $148.58
Launch monopoly and Starlink cash flows, now combined with xAI.
INTC
Intel
- $99.56
- $94.49
Average $96.86
Far broader than CPUs; AI-era hardware demand over the next 1 to 3 years, and US leading-edge manufacturing.
U
Unity Software
- $45.04
- $40.93
Average $43.36
The largest public game engine. As GPUs went from gaming to AI, engines go from games to robotics, world-model simulation and real-world training.
NET
Cloudflare
- $306.51
Average $306.51
The network layer where AI agents run, are governed, and pay: agent-forward infra via the Agents SDK, Durable Objects, AI Gateway and Workers AI.
SOL
Solana
Average $99.31
Long-term crypto bull-run exposure.
PUMP
Pump.fun
Average $0.005025
Long-term crypto bull-run exposure.
D05.SI
DBS Group
SGD
The steady compounder: a bet on Singapore's future.
CRCL
Circle
Stablecoin rails.
COIN
Coinbase
The regulated crypto exchange and USDC distribution.
603236.SS
Quectel Wireless
CNY
The world's largest IoT module maker: the hardware layer for edge AI and connected devices.