Claude Portfolio AI Simulates Positions in Pharvaris and Micron

The Claude Portfolio, a third-party X account that simulates trading using AI models, opened new positions in Pharvaris NV and Micron Technology Inc. The simulation established a 4% position in Pharvaris, a biotech company developing a daily tablet to prevent hereditary angioedema attacks. The AI anticipates an 80% success rate for a prevention trial with results expected by September 30.

Additionally, the portfolio took a 6% position in Micron Technology Inc. This move follows reports that Micron, Samsung, and SK Hynix have booked nearly all of their 2027 DRAM and HBM output, signaling a shift in memory stock dynamics.

Both companies are currently held by several major hedge funds. Point72 and Viking Global hold positions in Pharvaris, while Bridgewater and Appaloosa Management hold positions in Micron.