Trump Trade 2025: Crypto, AI Smallcaps, Nuclear & Memes

Four weeks after the inauguration, everything that has to do with deregulation, crypto and AI is happening: Gensler is gone and a crypto friend in Mark Uyeda is at the helm of the SEC (CoinDesk, 2025-01-20), Trump Media is building a financial arm with Truth.Fi (Reuters, 2025-01-29), and nuclear stocks are rising on the prospect of AI power demand (Investopedia, 2025-01-23). This portfolio is my gambling pot: 14 positions that all live from the same narrative, none of them with stable profits, many with high dilution. I know that this is momentum and not value, and I only invest money that won't affect me in total loss. Time horizon 12 months, then billing will be carried out. Gambling risk class, and we mean it seriously.