<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0" xmlns:itunes="http://www.itunes.com/dtds/podcast-1.0.dtd" xmlns:googleplay="http://www.google.com/schemas/play-podcasts/1.0"><channel><title><![CDATA[Top Tech AI Stocks : Portfolio Updates]]></title><description><![CDATA[Current Holdings, new additions & rebalancing]]></description><link>https://toptechstocksus.substack.com/s/portfolio-updates</link><image><url>https://substackcdn.com/image/fetch/$s_!iV1g!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fec621606-ebbb-4d00-90e7-ca0518dfc540_400x400.png</url><title>Top Tech AI Stocks : Portfolio Updates</title><link>https://toptechstocksus.substack.com/s/portfolio-updates</link></image><generator>Substack</generator><lastBuildDate>Tue, 12 May 2026 03:39:14 GMT</lastBuildDate><atom:link href="https://toptechstocksus.substack.com/feed" rel="self" type="application/rss+xml"/><copyright><![CDATA[Top Tech AI Stocks ]]></copyright><language><![CDATA[en]]></language><webMaster><![CDATA[toptechstocksus@substack.com]]></webMaster><itunes:owner><itunes:email><![CDATA[toptechstocksus@substack.com]]></itunes:email><itunes:name><![CDATA[Top Tech AI Stocks]]></itunes:name></itunes:owner><itunes:author><![CDATA[Top Tech AI Stocks]]></itunes:author><googleplay:owner><![CDATA[toptechstocksus@substack.com]]></googleplay:owner><googleplay:email><![CDATA[toptechstocksus@substack.com]]></googleplay:email><googleplay:author><![CDATA[Top Tech AI Stocks]]></googleplay:author><itunes:block><![CDATA[Yes]]></itunes:block><item><title><![CDATA[Portfolio update - 05/05/2026 +98.83% YTD How Top Tech AI Stocks nearly Doubled in 2026 and What Comes Next]]></title><description><![CDATA[A transparent look at the thesis, the frameworks, and the positions that drove the portfolio.]]></description><link>https://toptechstocksus.substack.com/p/9883-ytd-how-top-tech-ai-stocks-nearly</link><guid isPermaLink="false">https://toptechstocksus.substack.com/p/9883-ytd-how-top-tech-ai-stocks-nearly</guid><dc:creator><![CDATA[Top Tech AI Stocks]]></dc:creator><pubDate>Tue, 05 May 2026 20:38:12 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!FSKn!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F47214833-97b8-4345-8498-7bfc2dc2f251_1170x1150.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<h2>The numbers</h2><p><strong>2026 YTD Returns: +98.83%. </strong></p><p>No options &amp; no leverage.</p><p>This is how I like to create value for my subscribers &amp; how you will be able to grow your investment. I&#8217;m happy to have outperformed the market &amp; hoping we can continue if Q1 ER is a beat.</p>
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          <a href="https://toptechstocksus.substack.com/p/9883-ytd-how-top-tech-ai-stocks-nearly">
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   ]]></content:encoded></item><item><title><![CDATA[My Portfolio: First Update 04/10/2026]]></title><description><![CDATA[As part of the value to the Top Tech AI Stocks members community I will regularly update about my investment strategy & the results that I am achieving.]]></description><link>https://toptechstocksus.substack.com/p/my-portfolio-first-update-04102026</link><guid isPermaLink="false">https://toptechstocksus.substack.com/p/my-portfolio-first-update-04102026</guid><dc:creator><![CDATA[Top Tech AI Stocks]]></dc:creator><pubDate>Sat, 11 Apr 2026 12:03:03 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!Q_uF!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5e563b65-98f2-44b6-8012-09b021aae45c_1170x1168.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>As part of the value to the <strong>Top Tech AI Stocks</strong> members community I will regularly update about my investment strategy &amp; the results that I am achieving. </p><p><strong>I believe in Full Transparency so here is proof of my account performance as of yesterday closing 04/10/2026.</strong></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!Q_uF!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5e563b65-98f2-44b6-8012-09b021aae45c_1170x1168.jpeg" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!Q_uF!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5e563b65-98f2-44b6-8012-09b021aae45c_1170x1168.jpeg 424w, https://substackcdn.com/image/fetch/$s_!Q_uF!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5e563b65-98f2-44b6-8012-09b021aae45c_1170x1168.jpeg 848w, https://substackcdn.com/image/fetch/$s_!Q_uF!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5e563b65-98f2-44b6-8012-09b021aae45c_1170x1168.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!Q_uF!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5e563b65-98f2-44b6-8012-09b021aae45c_1170x1168.jpeg 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!Q_uF!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5e563b65-98f2-44b6-8012-09b021aae45c_1170x1168.jpeg" width="1170" height="1168" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/5e563b65-98f2-44b6-8012-09b021aae45c_1170x1168.jpeg&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:1168,&quot;width&quot;:1170,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:93313,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/jpeg&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:&quot;https://toptechstocksus.substack.com/i/193863473?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5e563b65-98f2-44b6-8012-09b021aae45c_1170x1168.jpeg&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!Q_uF!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5e563b65-98f2-44b6-8012-09b021aae45c_1170x1168.jpeg 424w, https://substackcdn.com/image/fetch/$s_!Q_uF!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5e563b65-98f2-44b6-8012-09b021aae45c_1170x1168.jpeg 848w, https://substackcdn.com/image/fetch/$s_!Q_uF!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5e563b65-98f2-44b6-8012-09b021aae45c_1170x1168.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!Q_uF!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5e563b65-98f2-44b6-8012-09b021aae45c_1170x1168.jpeg 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><h2>Why Druckenmiller? Why Concentration?</h2><p>Before I get into my portfolio, I want to talk about the&#8230;</p>
      <p>
          <a href="https://toptechstocksus.substack.com/p/my-portfolio-first-update-04102026">
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