$NVIDIA(NVDA)$  

Hmmm... 16.... 17.... Maybe more / maybe less....

$Alphabet(GOOG)$  

At this point, the true implications (and possible consequences) of AI cap-ex is, at best, unknown. Any knee-jerk reactions at this time are speculative and nothing more. Amazon's bet is on AI gives insight into where senior management see the company's future growth potential. In the near term, solid fundamentals still reflect a good company (and a good buy-in at current levels).  In the long-term only time will tell.

$NVIDIA(NVDA)$  

$Amazon.com(AMZN)$  

$Amazon.com(AMZN)$  

$Alphabet(GOOG)$  

$Amazon.com(AMZN)$  

1C 2B 3A 4B 5B 6B

While there is much discussion around commodity responses to geopolitical impacts in the near-term, the long-term should be the real focus. Unravelling detrimental impacts from the current administration will take far longer to achieve than it did to inflict, future administrations left to fix damage both reputational and economic. Commodities, such as gold will remain attractive as a hedge against future uncertainties and global pressures resulting from the current environment.

$Amazon.com(AMZN)$  

$Apple(AAPL)$  Apple sits in the tech sector much like Berkshire holds weight as a conglomerate heavyweight. Looking at these companies on a short term basis poses risk where long term plays create profit opportunities and market risk protections. Periods, such as these last weeks always present long term plays for those using the stock as part of a broader portfolio strategy.

$Alphabet(GOOG)$  

$Amazon.com(AMZN)$  

$Alphabet(GOOG)$  

$Alphabet(GOOG)$  

$NVIDIA(NVDA)$  

$Amazon.com(AMZN)$