Overview: The stock market saw a mixed performance today, with tech stocks leading the charge, driven by significant gains in ARM Holdings $ARM Holdings Ltd(ARM)$  following ambitious announcements regarding its expansion into the Windows PC market. Overall, the market displayed resilience amidst a backdrop of innovation-driven optimism and strategic collaborations. Tech Sector: ARM Holdings Leads the Charge ARM Holdings’ CEO Rene Haas announced in Taipei that the company aims to capture half of the Windows PC market within five years. This comes as Microsoft $Microsoft(MSFT)$   and its hardware partners prepare to launch a new range of ARM-based computers. Consequently, ARM's stock soa

$Alphabet(GOOG)$ I made an additional investment in GOOG stock based on strong confidence in Alphabet’s long-term growth strategy. Citizens recently reiterated a “Market Outperform” rating with a $340 price target, reflecting optimism in Waymo’s potential following its 1Q25 earnings call. CEO Sundar Pichai emphasized “optionality around personal ownership,” signaling Alphabet’s understanding of leveraging its technology and distribution to build strong business moats. Additionally, licensing Waymo’s autonomous vehicle technology to automakers can expand ride-sharing networks, enhance distribution, and reduce production costs through OEM partnerships, positioning Alphabet for sustainable growth in the evolving mobility sector.

$Oracle(ORCL)$ I’ve made an additional investment in Oracle (ORCL) despite its recent “lackluster print,” which showed only a modest 15% quarter-over-quarter improvement in RPO growth, overshadowed by significantly higher-than-expected capital expenditure plans. The company raised its fiscal year 2026 capex guidance by $15 billion to $50 billion, fueling investor concerns over funding its data center expansion. However, management’s commitment to maintaining an investment-grade credit rating, along with access to multiple funding options, provides reassurance. I view this as a strategic long-term investment in Oracle’s cloud infrastructure growth, positioning for potential upside as expansion projects materialize.

Overview:  The recent revelations from Oracle's $Oracle(ORCL)$  CTO Larry Ellison highlight the intense competition among major tech companies to secure Nvidia's $NVIDIA Corp(NVDA)$   highly sought-after AI GPUs. Ellison and Tesla $Tesla Motors(TSLA)$  CEO Elon Musk reportedly pleaded with Nvidia's CEO Jensen Huang for more GPUs, underscoring the explosive demand for AI hardware. This news signals a broader market trend, where AI infrastructure is becoming a critical investment sector. As AI continues to reshape industries, companies providing the

$Apple(AAPL)$ I made an additional investment in Apple stock, viewing the current environment as an opportunity to position for sustained long-term growth despite near-term headwinds. UBS analyst David Vogt recently reiterated a Neutral rating with a $280 price target, highlighting concerns over slowing App Store growth and tough December comparisons, even with a foreign exchange tailwind. Data from Sensor Tower shows that November App Store revenue grew approximately 6% on a reported basis, following 7% and 9% growth in September and October, respectively. On a currency-neutral basis, growth was around 5% year-over-year, reflecting ongoing momentum. While December faces a challenging 12% comparison hurdle, this is slightly lower than recent

$Alphabet(GOOG)$ Holding of position driven by Alphabet’s strong dual-pronged AI strategy. On the consumer side, it’s embedding AI into Search and expanding Gemini, now with 350M users. On the enterprise front, Google Cloud is booming—revenues surged 28% YoY to $12.3B, powered by custom TPUs and rising AI cloud demand. With $360B in annual revenue and $117.5B in operating income, Alphabet is redefining its addressable market through AI. I believe this sets the stage for long-term revenue and earnings growth.