Portfolio opinons

Hi guys just wanted to ask for people's opinion on my portfolio at the start of the year, anything you guys would change? Planning to ease down a bit on my inputs to ai and focus elsewhere but keep the positions that I have. Nebius Group 22,92% Alphabet Inc Class A 11,98% IREN 8,75% SoFi Technologies 8,57% Meta Platforms A 8,39% Rubrik 6,68% Amazon.com 6,12% First Majestic Silver 5,94% Rocket Lab 5,46% Uber Technologies 4,35% Amprius Technologies 3,50% VanEck Space Innovators UCITS 2,88% VanEck Semiconductor UCITS 2,55% Lundin Mining Corporation 1,45%