Positions in $UBER (-0,25%) and $AMZN (+0,25%) which now account for almost 50% of the portfolio. In addition, additional purchases in $ASML (-0,08%) and $AMD (+2,72%) were made. Soon it will be time again for the next earnings, it remains exciting.
Thesis: AI remains and will continue to be expanded over the next 5 years. Access to ChatGPT or similar will be just as important as a good WIFI connection. $AMZN (+0,25%) makes GenAI the 4th pillar of their business. At the same time $UBER (-0,25%) is penetrating the delivery business more strongly, most recently through cooperations with Sally Beauty and Petco no longer 1-Day Deliveries (Prime) but 20 minutes.
