The AI Infrastructure Wheel

Targeting the infrastructure layer powering AI — server manufacturers, chip designers, and cybersecurity.

ARM CRWD DELL PLTR SMCI
-26.6%
Total Return (Oct 2025 – Present)
$33,042
Current NAV
$41
Income YTD
0.4%
Ann. Yield
Win Rate
11.4%
Max Drawdown

Portfolio Summary

Wheeling the companies building the physical backbone of AI

CRWD
$8,829
-11.71%
PLTR
$7,926
-20.74%
DELL
$7,706
-22.94%
ARM
$7,006
-29.94%
SMCI
$5,556
-44.44%
Strategy

This portfolio implements a covered call "wheel" strategy focused on AI infrastructure companies, selling upside call options to generate income while holding core positions in semiconductor, cybersecurity, and data analytics firms. The strategy attempts to capitalize on the AI infrastructure boom by concentrating in high-growth technology names that power AI development and deployment. However, the portfolio has struggled to execute effectively, with no closed trades and only theoretical income generation through open positions.

Why AI Infrastructure?

AI needs hardware. This portfolio focuses on the companies building the physical backbone of artificial intelligence—servers, networking, and cloud infrastructure. High volatility means rich premiums for patient wheel traders.

$10,000 Investment Growth (2025)

How each holding would perform with equal $10K allocation

No growth data available

Maximum Drawdown Analysis

Protection ratings during market downturns

No drawdown data available

Income Analysis

Annual income on $10K allocation per holding

No income data available

Monthly Returns Heatmap

Month-by-month performance tracking

No monthly returns data available

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