AI Eleven

From Shaan Puri’s newsletter:

Btw – instead of buying the S&P 500, I own what I call the “AI Eleven”.

Microsoft – owns 27% of OpenAI, plus… uh… Microsoft

Meta – AI makes their ads way better, the algorithm more addictive, and they’re in first place with glasses and VR

Tesla – This stock is completely polarizing. Either it’s the most overvalued stock in the world (many would say this). Or you’re giving your money to the greatest entrepreneur of all time who’s got the best chance of making self-driving cars and robots that replace human labor (2 of the largest products ever). My Tesla literally drives me everywhere by itself. It feels like magic, and so I’m a believer.

OpenAI – this generation’s Google/Facebook. Already 1 billion users. Replaced Google Search for me in 85% of cases, which is stunning and seemed impossible 3 years ago

Google – owns YouTube (~$400-$500B company), Google Search, Google Cloud, Android, Waymo and more

Amazon – shopping (is a monopoly), delivery is impossible for anyone to match, they own ~15% of Anthropic, and AWS is a toll booth for the internet that brings in $100B per year

SpaceX – one of the most defensible businesses in the world, and defensibility drives value. Plus, Starlink itself is projected to do $11B in revenue.

Bitcoin – because I’d rather save in a currency that doesn’t devalue by 3-10% a year

Ethereum – because Vitalik looks like what the next Zuckerberg would look like (sophisticated analysis, this is why you pay me the big bucks for this newsletter)

Robinhood – because $50 trillion+ is being passed down to Gen-Z/Millenials and they think Charles Schwab sounds like a man with gingivitis. Robinhood is a casino disguised as an investing app. I don’t think it’s good for society, but it’s very good for making money.

Replit – this is the long shot. I invested in this when they were doing $2M in revenue. A year later they’re doing ~$250M+. Which is what Gwen Stefani calls B-A-N-A-N-A-S. This space is crazy competitive, but I love Replit and the founder Amjad.

Hm, sorry I just realized you didn’t ask for a 5,000 word portfolio break down. Back to the tweets!

Where the fuck is the big one: NVIDIA??

I own 7 of them + the Big One.

Source: https://shaan.beehiiv.com/p/5-tweet-tuesday-november-4-2025