Investing Risk at 26

To the seasoned investors here:

I run a concentrated portfolio, with no options or leverage.

Ex-cash it breaks down as:

NBIS 33% ($180 avg)
BE 25% ($200 avg)
SKHY 18% ($142 avg)
PLTR 14% ($125 avg)
OKLO 10% ($42 avg)

Plus about 10% of the total in cash.

My thesis is that AI compute demand outruns the power and infrastructure needed to serve it, and these five are the cleanest ways I found to own that bottleneck. I’m 26 with a 5-year horizon. The plan is to move roughly 2/3rds into broad index funds once it hits my target, not ride it forever.

My father and a close friend both think this is reckless. Their argument is “you don’t know what you don’t know” and “you’re betting against people who do this full time.”
I think the strongest version of their case isn’t the one they’re making. It’s that these aren’t five bets, because they’re really one bet. All of my portfolio lives or dies on AI capex staying elevated (and I fully believe it will keep increasing based on my own research). If that spending slows, they all fall together and I take the full hit at once.

So the questions I actually want answered:

1. Is concentration itself the problem, or the correlation between these five specifically?

2. For those who ran concentrated books and survived: what made you finally cut a name, and what would have made you cut it sooner?

3. What would you need to see to say the thesis is wrong rather than just early?

I’ve heard “just buy VOO and chill” but I want to take some calculated risks while I’m still young. A quote from J. Cole because I went to his concert last night “If you’re scared to take a chance how the f**k we gone get rich?”.