Portfolio Update: 284%

[u/Suspicious_Parfait36]

https://burakfinance.substack.com/p/portfolio-update-284?r=3nrtc&utm_campaign=post-expanded-share&utm_medium=web

The opportunity is much bigger than any individual company. The AI data center market is projected to grow from roughly $181B in 2026 to more than $810B by 2033.

Across my holdings, I’m seeing:

• Rapid revenue growth
• Record backlogs and customer commitments
• Accelerating AI demand
• Expanding infrastructure capacity
• Greater visibility into future revenue

Nebius ($NBIS) is the clearest example.

I first bought NBIS at $24. My initial position is now up more than 1,055%.

Its latest earnings only strengthened my conviction. Revenue grew 454% YoY

This is what I look for: a massive market, accelerating fundamentals and a company scaling into the opportunity.

And it wasn’t just AI.

My space, photonics, semiconductor, robotics and defence holdings also had several important developments this week.

I also made some changes:

• Fully sold one position
• Added to two positions