Here are the key reasons behind each of my growth holdings as we begin 2025  🧐

• $PLTR -- Establishing itself as the foundation for enterprise AI, operationalizing insights across industries and unlocking opportunities in a $120B+ market.

• $TMDX -- Transforming organ transplantation with an advanced system that improves patient outcomes while addressing a $40B+ market.

• $TSLA -- Leading real-world AI applications by scaling autonomous driving, robotics, and energy optimization in a $5T+ global EV and energy market.

• $AMZN -- Dominating e-commerce and cloud with AI-driven logistics optimization and AWS, addressing massive opportunities in the $5T+ retail and cloud markets.

• $SNOW -- At the forefront of enterprise AI-driven data needs, empowering businesses to harness, share, and monetize data at scale in a growing $350B market.

• $CRWD -- A leader in endpoint security, leveraging AI to deliver real-time protection against increasingly sophisticated cyber threats in a $50B+ cybersecurity market.

• Databricks -- Redefining AI infrastructure with a lakehouse platform that seamlessly integrates data and AI development, driving enterprise adoption of generative AI.

• $RKLB -- Providing end-to-end satellite launches, manufacturing, and data solutions, positioning itself as the “FedEx of Space” in a $400B+ space economy.

• $MDB -- Powering high-scale, AI-driven applications with a flexible database platform, addressing a $70B data infrastructure market.

• $MELI -- Dominating Latin America’s e-commerce and fintech markets, capturing a significant share of the $100B+ online retail and digital payments industries.

• $GLBE -- Simplifying cross-border e-commerce for merchants worldwide, addressing a rapidly expanding $700B global e-commerce market.

• $TTD -- Driving programmatic advertising with AI-optimized ad placements, targeting a $200B+ digital advertising market.

• $NET -- A key player in edge AI, integrating AI inference into a global network for smarter, faster data processing in a $40B+ edge computing market.

• $ASML -- Holding a monopoly in EUV lithography as the backbone of advanced chip manufacturing, enabling innovation in the $100B semiconductor market.

• $AXON -- Revolutionizing public safety with AI-powered body cameras, evidence management systems, and cloud-based workflows in a $20B market.

• $U -- Leading real-time 3D content creation, with applications expanding into industries like architecture, film, and automotive in a $30B market.

• $DOCN -- Delivering simple, cost-effective cloud solutions for startups and SMBs, carving a niche in the $150B cloud computing market.

• $IONQ -- Leading the quantum computing space with scalable trapped-ion systems, targeting high-value applications like drug discovery and logistics in a projected $65B market by 2030.

• $JMIA -- Building a logistics and fintech ecosystem to drive e-commerce growth in Africa, targeting the underpenetrated $75B online retail market.

• $ALAB -- Revolutionizing AI data center infrastructure with high-performance connectivity solutions, addressing bottlenecks in data movement and scalability for hyperscalers like $AMZN & $GOOGL.