Looking to streamline holdings into 10–12 core positions. Heavy AI/Tech focus, feedback welcome!

Hey everyone,
Looking to simplify my portfolio from \~24 individual holdings down to **12 high-conviction themes/positions**. I’m heavily bullish on AI long-term (spanning compute, physical power/cooling bottlenecks, cloud hyperscalers, and enterprise software), while keeping broad S&P 500 indexing as the foundation. 
I currently have about **12% in cash/money market** waiting to deploy. 
Here is my current high-level breakdown vs. target allocations
Current Breakdown
**S&P 500 Index Core (VOO):** 32% 
**Cash / Money Market:** 12% 
**Hyperscalers (AMZN, GOOG, MSFT):** 12% 
**Enterprise Software (CRWD, NOW, META):** 14% 
**Chips & AI Infrastructure (NVDA, MU, ANET, VRT, GEV, AMD):** 13% 
**Consumer Tech / Mobility (AAPL, TSLA, UBER, MELI, PLTR):** 7% 
**Crypto ETF (FBTC):** 5% 
**Satellites to Prune (JPM, GS, ISRG, AXON, etc.):** 5% 
Target Rebalance (12 Core Slots)
I plan to exit the sub-scale satellites (financials, medtech, small retail) and deploy the cash into this 12-slot framework: 
1. **S&P 500 / VOO Core:** 44%
2. **NVDA:** 7% (Compute standard)
3. **CRWD:** 6% (Enterprise security)
4. **MSFT:** 5% (Enterprise AI / Cloud)
5. **GOOG:** 5% (Hyperscaler / Custom silicon)
6. **AMZN:** 5% (AWS / Cloud infrastructure)
7. **FBTC:** 5% (Macro / store of value)
8. **VRT + MU:** 5% (Physical bottlenecks: Liquid cooling + HBM memory)
9. **AAPL + META:** 7% (Consumer edge AI + open-source distribution)
10. **GEV + ANET:** 4% (AI infrastructure: Grid power + networking)
11. **NOW:** 4% (Enterprise GenAI workflow)
12. **TSLA + UBER:** 3% (Autonomous / mobility network)
*(Remaining \~1% kept as cash cushion)*
Seeking Feedback On:
1. **Physical AI Bottlenecks:** Does pairing power/cooling/memory (GEV, VRT, MU) make sense as dedicated "picks and shovels" plays, or would you stick purely to hyperscalers?
2. **Allocation balance:** Any glaring blind spots or overconcentrations among the 12 slots?
3. **Cash pacing:** Would you lump-sum the 12% cash into VOO or DCA it over 3–4 months given the current interest rate environment?
Appreciate any constructive feedback!