Well, some progress has been made regarding an AI basket. Per thoughts in another thread, and a useful perspective from GDavenport, I have spent a couple of days collecting data and putting in a spreadsheet. What I have done is collect all the relevant AI holdings that still exist in the accounts into HohumYNWA’s AI Basket 2025. At this time, the basket focuses on just 2025 purchases AND does not include the possible AI-related names in ETFs e.g. YieldMax, QQQ, etc. I have a bunch of other tech related names I will also toss out for discussion. At this time, they are not in the basket. But, someone with better knowledge can provide feedback and things might change,
As it current shakes out
- COHR 21.29%
- QCOM 11.54%*
- NVDA 6.52%*
- CORZ 5.93%
- IREN 13.01%
- VSH 6.19%
- NBIS 11.09%
- VERI 8.49%
- MRVL 2.49%
- ANET 6.19%
- AAPL 2.76%*
- CAMT 3.14%
- CRWV 0.01% [edit: 1:00%]
Tech names that were not included AMAT, ENTG, SSTK, DGNX, NVT. The larger names (AAPL, QCOM & NVDA) only include purchases made in 2025. I have earlier purchases in each of those names that would really skew that basket. Down the road, I will factor them in. Basket also does not include trades completed in existing names in 2025 and/or names that might have been in the basket if I had started the effort earlier (PLTR, AMD come to mind). Only one name is red – MRVL (started in Oct 2025)
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10/27 And then along comes QCOM, and really throws a major wrench into things 
For a few minutes, the QCOM entries were showing Unk, and my spreadsheet had a whole bunch of incomplete entries, and thus no final total. Wow! What a way to start a new week.
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And one more set of stats, after market close 10/27/25 with the YieldMax ETFs for 2025 included. Reordered by %
- COHR 17.58%
- IREN 10.62%
- QCOM 10.14% *
- NBIS 10.08%
- YMAG 7.95% *
- NVDY 5.64% *
- NVDA 5.30% *
- GPTY 4.07%
* - has prior year shares excluded from total
Given the YieldMax additions, the divisor is different from prior set
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I guess one last set of stats. AI basket with all shares (prior years included) -Halloween edition (10/31)
- NVDA 19.02%
- QCOM 17.32%
- AAPL 12.79%
- COHR 8.82%
- NVDY 7.86%
- YMAG 7.66%
- IREN 5.56%
- NBIS 5.40%
- Others 15.59%
CAMT has been completely monetized. Have nibbled on a new AI idea - Figma (FIG)
11/07 & 11/10
COHR announced results on 11/06 and shares got a nice bump up - twice took some gains on the news on 11/07. With shares getting another bounce today (11/10), took additional gains. All transactions in Roth ac. The last few trading days, I have been adding to CRWV. Nice bounce from NVDA today. CORZ continues to drop slowly. Now glad I decided to monetize position via trims in both Roth ac and taxable ac. When an AI-related name drops, the challenge is deciding how much of a drop is a reasonable drop before getting back into the name. [edit: Last statement was a thinking aloud regarding COHR. But, it could apply to CORZ and NVDA (now missed)]
11/11 Odd coincidence that AI data center companies NBIS and CRWV reporting about the same time. Just scanned the results of both. NBIS looks good, but there is a dilution overhang element with an ATM offering element. The company is growing and has several multi-year deals with several companies (MSFT being the big one). CRWV too has growth coming. From $19B => $55B in backlog. Margins got thrashed - down to about 5%. CRWV is a small stake, only started nibbling about three weeks ago. Negative now - but on an invested basis < 1% Even though the deal with CORZ is off, I still think the CORZ 10% beat down today is partly tied to CRWV. At least with CORZ, a majority of the stake had already been monetized in both the Roth ac and the taxable ac. The remaining stake in the latter account slipped into red territory. The CAMT monetization now looking good. Today, another slice of AAPL was monetized.