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Your portfolio.
See what you own, what moves together, and how the picture changes.
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See the whole picture
See what you own, what moves together, and how the picture changes.
Opening your portfolio map…
Recorded history is loading. The page remains available while the feed responds.
area = portfolio weight · color = 1D performance · tap a tile to explore
Yahoo Finance · delayed closes · price returns. Replay uses fixed starting weights; excludes fees and dividends.
1D window: 9:30a – 4:00p · session replay · fixed tile placement
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A clean snapshot. A portfolio replay. A conversation starter.
Beyond the number of holdings
These holdings show less shared movement in this window.
Sample research context · not live news. These editorial examples are not verified current catalysts or forecasts.
Research context: Hyperscaler capex revisions and sovereign AI cluster orders continue to drive Blackwell/Rubin rack backlog visibility into 2027.
Breaking news or capex shifts in these tickers directly move $NVDA:
How Jensen Huang survived near-bankruptcy with RIVA 128, beat 3dfx, and invented the programmable GPU.
The decade-long contrarian bet on CUDA across every shipping GeForce card before AlexNet existed.
Inside the ChatGPT inflection, Mellanox data-center scale-out, and why full-stack rack architecture became the moat.
Jensen breaks down Nvidia's flat 60-direct-report org chart, first-principles capital allocation, and zero-billion-dollar markets.
Dr. Morris Chang shares how TSMC won Apple's iPhone/Mac chip business and resolved the pivotal 2009 yield crisis with Jensen Huang & NVIDIA.
How 56-year-old Morris Chang founded TSMC in 1987 and came to manufacture nearly every leading-edge chip on Earth.
Google's 20-year AI journey: inventing the Transformer, building TPUs, acquiring DeepMind, Gemini, and scaling Waymo.
Zuckerberg live in front of 6,000 listeners on refusing Yahoo's $1B offer, open-source AI, and founder control.
How Andy Grove and Gordon Moore pivoted Intel out of Japanese-contested memory chips into the x86 microprocessor.
The definitive inside reporting on Jensen's '30 days from going out of business' culture and whiteboard-driven execution.
Essential context on the TSMC/ASML/Nvidia semiconductor choke points and geopolitical export controls.
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