# AI infrastructure stocks — X 热门讨论 (2026-10-01 12:04 UTC)
## @carm1nee (Сarm1ne) · 09-30 22:41 · ♥32 ↻2 💬3 i still don't understand why everyone is NOT building their AI portfolio the way Gavin Baker does
this man called Nvidia his best idea when it was a $2B company, then compounded a $17B Fidelity fund at ~19% a year
i wrote a 5-page research paper on EXACTLY how he picks AI stocks and infrastructure from scratch
along with his COMPLETE playbook: the 8 tests a stock has to pass, a FREE dashboard to track exactly what he tracks, and the 3 rules he paid for with his own losses
this is the exact framework behind his latest 13F - save it before the next AI selloff: > 引用 @carm1nee: 12 rules from 12 people who manage trillions: how they stay solvent while being wrong? https://x.com/carm1nee/status/2105427952674435323