AI portfolio

I realized that my portfolio is very tech-heavy and has been underperforming the market the last few days. I thought I would ask several AIs (for fun) how they would adjust my portfolio to remain growth-oriented but with more diversification and some stability.

Here is the list:

Tech:

6% $NV

5% $GOOGL (+4.38%)

5% $AMZN (+2%)

4% $MSFT (-0.83%)

5% $ASML (-1.4%)

5% $2330

4% $CSU (+2.14%)

5% $PANW (-1.02%) (new)

4% $CRWD (-1.41%)

6% $INTU (+1.23%) (new)

4% $CRM (+1.46%)

Industry:

3% $ETN (+1.15%) (new)

3% $APH (+1.41%)

3% $HEI (+0.17%)

Health:

4% $NOVO B (+0.28%)

4% $LLY (+2%) (new)

3% $ISRG (+1.54%) (new)

Finances:

4% $V (+1.36%)

3% $NU (+3.39%)

Energy/commodities:

6% $LIN (+1.1%) (new)

2% $NEE (-0.87%) (new)

Infrastructure:

3% $WM (-0.32%) (new)

Consumption:

9% $COST (+0.95%) (new)

The Ki:

BYD, Xiaomi, Iris Energy, Hims and Hers, Sofi, Applied Digital, Coreweave, Ondas, Rocket lab. Quasi China and all the hype stocks

However, AI has been arguing with itself. It thought Crowdstrike should be replaced by Palo Alto and, if Palo Alto was in, it should be replaced by Crowdstrike. The same with Novo and Eli lilly, visa and mastercard, salesforce and service now.

What do you think of the AI "optimized portfolio"?