You Use Their AI Every Day. Now Own Their Stock.

You asked ChatGPT to fix your code this morning. You Googled something before lunch. Your app runs on AWS. The video you watched at dinner was recommended by Meta’s algorithm.

You’re a power user of every major AI company on the planet. But you don’t own a single share.

That felt weird to us too.

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1. The AI Trade Already Happened

There’s a version of this blog post where I explain “the AI revolution” and why it matters.

But you already know — you’re living it.

• NVIDIA went from a gaming GPU company to the most valuable chipmaker on earth.
• Google rewired its entire product line around AI.
• Microsoft bet the company on OpenAI.
• Amazon quietly became the cloud backbone of every AI startup.
• Meta open-sourced its way back into relevance.
• Broadcom built the networking layer connecting all of it.

These aren’t speculative bets. They ship products used by billions. Revenue goes up every quarter.

If AI is a bubble, it’s the most profitable bubble in history.

The problem isn’t conviction. Everyone knows these are the winners.

The problem is owning them — especially if you live in crypto.

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2. The Gap Nobody Talks About

If you hold USDC or SOL in a wallet, buying NVIDIA stock is surprisingly hard.

You have two options:

• Go through a brokerage → KYC, bank transfer, wait 3 days
• Buy tokenized stocks manually → multiple tokens, multiple transactions, multiple fees

Then what?

You’re left with:

• No portfolio view
• No rebalancing
• No clear thesis tying it all together

It’s the same problem crypto has always had with real-world assets:

The rails exist, but the experience doesn’t.

You end up with a portfolio that technically works — but practically nobody maintains.

Allocations drift. You forget to check.

Six months later, your “AI portfolio” is:

• 80% NVIDIA
• 4% everything else

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3. One Basket, One Thesis

The AI Leaders Portfolio on Cesto is a single basket containing tokenized stocks of:

• NVIDIA
• Google
• Microsoft
• Amazon
• Meta
• Broadcom

You buy it in one click.

• Tokens land directly in your wallet
• You own the underlying positions
• No vaults, no custody, no middlemen

When allocations drift:

• The basket suggests a rebalance
• You review it
• You approve with one tap

Your keys. Your wallet. Always.

📈 Current annual return: +48.50%

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4. How It Actually Works

Under the hood:

• Tokenized stocks come from Ondo Finance
• Trades are routed via Jupiter (Solana)
• Rebalancing is handled by Para

Flow:

1. You buy the basket
2. Cesto swaps into each token based on allocation
3. If allocations drift → Para calculates required trades
4. You approve → execution happens

Nothing moves without your signature.

This isn’t new.

It’s how ETFs have worked for decades — just rebuilt for wallets instead of brokerages.

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5. Why This Basket, Why Now

AI spending isn’t slowing down.

These six companies are collectively pouring hundreds of billions into:

• Infrastructure
• Models
• Products

They’re not betting on AI. They are AI.

But the real unlock is this:

A year ago, this couldn’t exist.

• Tokens weren’t liquid
• Infrastructure wasn’t ready
• Rebalancing systems didn’t exist

Now they do.

And the gap between:

“I believe AI is the trade” and “I actually own the AI trade”

is exactly one click.