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Nic Carter has significantly increased his position in CRWV, along with adding puts and calls, signaling a strong long-term strategy in the stock.
He also made substantial additions to CORZ, IREN, and RIOT, focusing on boosting his investments in Bitcoin mining stocks. Furthermore, Carter expanded into AI-related stocks such as LITE, COHR, and MOD, alongside storage companies WDC and STX.
Carter’s recent portfolio adjustments underscore a broader shift within the tech investment landscape, as crypto’s once-dominant role has become increasingly eclipsed by artificial intelligence’s expanding influence—a trend detailed in the analysis of how crypto fades as AI takes the spotlight. For further context on this dynamic, his evolving strategies were also previously examined in the discussion of how crypto vervaagt nu AI in de schijnwerpers staat.