Definitely team alphabet and Amazon. The main driver for alphabet has always been its cloud. Add to that its successful AI venture with Gemini, it’s like having twin engines for growth. Microsoft is like its competitor on the same twin engines but yet to deliver its full potential. Amazon has ride well on its e-commerce and this is also expected to have increased demand. Compare this to meta which despite its heavy investment in AI, it has yet to yield the economic results that the market is looking for. I would wait for more clarity on the economic returns from all these AI investments before I would consider buying meta. There is no rush into buying the dip when there are many other better companies around that has more promising returns. However I won’t exit it as not all is lost yet. Amazon aws looks set to be on accelerated growth and demand will enhance it’s profitability. The overall situation is still volatile and might change next 1-2 years.Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
