AI Application Layer

We're building a 6-stock portfolio of companies that put AI into real products people and businesses pay for, not just chipmakers. Using recent price momentum as our timing signal: Datadog (DDOG) and Snowflake (SNOW) get the largest weights because their 3-month and 6-month returns show the market is already rewarding their AI-driven data/monitoring tools. Google (GOOGL) earns a solid weight for steady gains tied to its AI search and cloud products. Uber (UBER) and Shopify (SHOP) get moderate weights - both are turning recent 1-month gains into believable AI-augmented logistics and e-commerce stories. Meta (META) gets the smallest slice: its stock has dipped lately, but its heavy AI investment in ad-targeting and open models still fits the theme, so we start small and can add if momentum turns positive. We're leaving out Microsoft, Salesforce, ServiceNow, Palantir, and Adobe for now since they've all shown falling prices over the past 1, 3, and 6 months, suggesting the market isn't yet convinced their AI bets are paying off - we'd rather wait for their trends to improve before buying in.