This podcast documents an in-depth analysis of the performance of an innovation-driven technology portfolio compiled in December 2022. The speakers examine in detail the impressive increase in value of over 900% by February 2025 and emphasize that this success was based on the strategic selection of four key assets: Tesla, Coinbase, GBTC (Grayscale Bitcoin Trust) and Palantir. In addition to pure performance, the underlying trends and disruptive potential of these companies in promising sectors such as e-mobility, artificial intelligence, digital assets and big data analysis are discussed in order to gain valuable insights for investment decisions, especially in light of the recent market correction.