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Openai Ecosystem

OpenAI ecosystem play: Microsoft-centric, Stargate infrastructure

OpenAI at $852B valuation with Microsoft as 49% owner. MSFT is the dominant public proxy with massive Copilot upside (only 3.3% M365 conversion).

3Y
Total Return
+246.1%
3Y
Sharpe Ratio
1.55
3Y
Max Drawdown
-31.7%
3Y
Win Rate
56.5%
3Y
Alpha
-14.0%
3Y
Comp. Score *
0.59
Risk Parameters
Max Allocation15.5%
Stop Loss25.0%
Take Profit25.7%
Max DD Tolerance31.7%
Rebalancemonthly
Execution Guidance
Order TypeMarket
Entry RuleUse market orders for volatile names.
TimingSAFE TO BUY. *
ScalingEnter in 3 tranches over 1-2 weeks.
Positions — Vol-Adjusted Sizing
SymbolActionVol Stop LossTake ProfitSizeLinks
TSM BUY 42% 40.0% below entry 44.9% above entry 8.9% TVYH
ORCL BUY 53% 40.0% below entry 57.3% above entry 7.0% TVYH
CRM BUY 33% 35.1% below entry 36.1% above entry 11.0% TVYH
MSFT BUY 24% 25.5% below entry 26.3% above entry 15.2% TVYH
NOW BUY 41% 40.0% below entry 43.9% above entry 9.1% TVYH
ADBE BUY 34% 35.7% below entry 36.7% above entry 10.9% TVYH
ANET BUY 53% 40.0% below entry 56.9% above entry 7.0% TVYH
CEG BUY 60% 40.0% below entry 64.6% above entry 6.2% TVYH
VST BUY 64% 40.0% below entry 69.1% above entry 5.8% TVYH
VRT BUY 67% 40.0% below entry 72.2% above entry 5.5% TVYH
AMD BUY 57% 40.0% below entry 61.3% above entry 6.5% TVYH
EQIX BUY 26% 26.9% below entry 27.7% above entry 14.4% TVYH
DLR BUY 26% 27.1% below entry 27.9% above entry 14.3% TVYH
AVGO BUY 55% 40.0% below entry 59.4% above entry 6.7% TVYH
ASML BUY 45% 40.0% below entry 48.3% above entry 8.3% TVYH
MU BUY 32% 33.3% below entry 34.3% above entry 11.6% TVYH
NVDA BUY 32% 33.3% below entry 34.3% above entry 11.6% TVYH
▶ For Passive Investors (Buy & Hold)

Strong long-horizon compounder. Suitable as a core or satellite holding (5-15% of portfolio). Rebalance quarterly or annually.

Avg 5Y Return
250.7%
Avg 5Y Sharpe
1.04
Avg 5Y Max DD
-31.5%
10Y Return (2015-2024)
1150.7%
10Y Sharpe
1.08
10Y Max DD
-37.5%
HODL Composite
2.68
Windows Tested
28
Consistency
96%