2026 line-up with AI and fin(tech) wikifolios

Hello everyone, I follow your posts with great interest and despite more than 20 years of stock market experience, I have learned a lot from you regarding important key figures of growth companies. I have now applied this knowledge to identify companies in the Tech/AI, Fin(tech) and Biotech sectors that are typically underrepresented in ETFs.

All fulfill strict criteria such as

• Rule of 40 > 40
• PEG < 2
• 5y CAGR >10%
• Moderate valuation/undervaluation according to Investing.com

I have mapped the companies in two wikifolios:

wikifolio 1 focuses on profitable scaling ("Profitable Growth") and the infrastructure that makes modern technologies such as artificial intelligence possible: https://www.wikifolio.com/de/de/w/wf11ainfin

This contains the following stocks:

• AI Infrastructure: $CRWV (+1,9 %)
  $LITE (-2,76 %)
  $VRT (-0,97 %)
  $ANET (+8,56 %)
  $MU (-0,43 %)
• High-quality Fintech: $NU (+2,1 %)
  $STNE (+6,56 %)
  $HOOD (+0,03 %)
• Biotech-Compounder: $NBIX (+0,47 %)
  $VRTX

wikifolio 2 combines the exponential growth of digital fintech platforms with the cyclical earnings power of established capital market compounders. The approach relies on digital transformation (crypto integration, neobanking) and traditional institutional advisory (M&A, IPOs) outperforming together in a diversified financial ecosystem: https://www.wikifolio.com/de/de/w/wf11fintec

This contains the following values

• Digital Disruptors & Neo-Banking: $SOFI (+1,09 %)
  $COIN (-0,82 %)
  $NU (+2,1 %)
• Capital Market Architects: $EVR (-0,63 %)
  $PJT (-0,3 %)
  $MC (-0,38 %)
  $MS (-0,05 %)
  $JPM (+0,38 %)
  $EXX1 (+0,17 %)
• Financial Infrastructure (Defensive Moats): $MCO (+0,68 %)
  $MA (-0,89 %)

Now I am curious about your opinion! What do you think of the wikifolios and would you invest in them? Which stocks would you replace, which are missing and which do you particularly like?