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$Amazon.com(AMZN)$ I made an additional investment in Amazon (AMZN) as the company accelerates its AI-driven growth strategy. Amazon recently unveiled a suite of AI-powered tools, including the Amazon Business Assistant, designed to enhance purchasing efficiency and provide instant account support for organizations and small businesses. Collaborating with Deloitte, Amazon Business and AWS are rolling out industrial manufacturing and utility asset management tools to optimize supply chains and grid reliability. New features like Savings Insights and Spend Anomaly Monitoring further strengthen its business ecosystem, highlighting Amazon’s potential to drive efficiency, reduce costs, and capture long-term enterprise growth.
$Tesla Motors(TSLA)$ I made an additional investment in Tesla stock, driven by the company’s remarkable advancements in its Full Self-Driving (FSD) system. Tesla claims that the FSD experience surpasses human drivers, leveraging over a century’s worth of collective driving data. With billions of real-world miles covering diverse conditions—road types, lighting, weather, traffic scenarios, and geographical regions—Tesla is building an unparalleled autonomous driving capability. This positions the company not only as a leader in electric vehicles but also as a frontrunner in autonomous technology, potentially unlocking massive long-term growth and reinforcing investor confidence in its innovation-driven strategy.
$Broadcom(AVGO)$ I made an additional investment in AVGO stock, drawn by Broadcom’s remarkable performance and strong growth prospects. The stock has surged 59.3% year-to-date and an impressive 121% over the past year, reflecting robust market confidence. Recent developments, including Broadcom’s expanding footprint in the AI semiconductor sector and high-profile acquisitions, are reshaping its long-term growth narrative. These factors are generating renewed investor interest and enhancing the company’s risk-reward profile. I view this as an opportunity to capitalize on Broadcom’s accelerating momentum and strategic positioning in a rapidly evolving tech landscape.
$NVIDIA(NVDA)$ I made an additional investment in Nvidia stock based on its dominant position in the AI sector and strong financial fundamentals. Unlike many AI companies still building infrastructure or services, Nvidia has already established itself as a clear winner. With a double-A credit rating and projected net income exceeding $70 billion this year, the company’s revenue model is robust. CEO Jensen Huang’s guidance on potential Blackwell and Rubin chip sales signals strong, sustained demand. Supply constraints aside, Nvidia’s market insight and proven execution provide a rare combination of growth visibility and reliability, justifying increased exposure.
$Alphabet(GOOG)$ I made an additional investment in GOOG stock, driven by strong catalysts in AI and market sentiment. Anticipation around Google's upcoming Gemini 3.0 release is heightening expectations for the company’s AI positioning, signaling potential growth upside. Wall Street has shifted its view of Alphabet this year, recognizing it as an AI leader rather than a laggard, boosting investor confidence. Additionally, Alphabet’s valuation remains attractive, with a forward P/E around 25x, and Warren Buffett’s recent third-quarter purchase indicates a perceived value opportunity. These factors together make GOOG a compelling addition to my portfolio.
$Apple(AAPL)$ I made an additional investment in Apple (AAPL.US) following its strategic overhaul of the iPhone release cycle. Starting in 2026, Apple will shift to a biannual launch schedule, debuting premium models in fall and entry-level devices in spring, including the first foldable iPhone and a refreshed iPhone Air. This approach aims to reduce operational strain, smooth revenue flow, and enhance competitiveness against rivals like Samsung. The new cadence also supports broader hardware and software updates throughout the year, positioning Apple for sustained innovation and steady growth, making it an attractive long-term investment
$Tesla Motors(TSLA)$ I made an additional investment in Tesla stock, driven by its potential strategic synergy with xAI, Elon Musk’s AI company. As xAI expands its AI computing power and develops “truth-seeking” capabilities, Tesla could leverage this technology to enhance its AI-driven vehicles and explore robotics applications. With Musk hinting at a possible stake in xAI, the collaboration could accelerate innovation in physical AI—where AI interacts with the real world, including cars and robots. This integration positions Tesla not just as an automaker, but as a frontier AI-driven technology company, creating long-term growth potential.
$Oracle(ORCL)$ I made an additional investment in Oracle (ORCL) due to its growing leadership in AI infrastructure and cloud innovation. The company’s recent collaborations with OpenAI and NVIDIA, alongside new supercomputing initiatives for the U.S. Department of Energy, signal a strong strategic push into high-growth technology sectors. These moves position Oracle to capitalize on expanding demand for AI-driven solutions and enterprise cloud services. With a clear vision for future growth, the company is strengthening its market presence, making it an attractive investment opportunity for those looking to benefit from the AI and cloud revolution.
$Advanced Micro Devices(AMD)$ I made an additional investment in AMD stock, driven by growing confidence in the company’s AI-driven growth trajectory. CEO Lisa Su highlighted that major hyperscalers are increasing their CapEx as they begin to see tangible returns from AI investments, signaling that the market for AI-related hardware is expanding rapidly. Despite significant spending in the sector, the total addressable market remains in its early stages, making current investments less risky. AMD’s recent 8.5% share jump following an upgrade in long-term growth targets further reinforces the company’s strong positioning in the AI boom.
$Amazon.com(AMZN)$ I increased my investment in AMZN after Amazon unveiled a new wave of AI-powered tools aimed at businesses. The Amazon Business Assistant strengthens procurement efficiency and account support, while collaboration with Deloitte adds AI-driven supply chain optimization and grid asset management via AWS. New features like Savings Insights and Spend Anomaly Monitoring should drive measurable cost savings for clients and deepen enterprise stickiness. These moves reinforce Amazon’s strategy to embed AI into core workflows, expand high-margin AWS services, and accelerate long-term revenue growth through enterprise adoption and operational efficiency.
$Taiwan Semiconductor Manufacturing(TSM)$ I made an additional investment in TSM stock following strong signals of rising demand in advanced semiconductor production. NVIDIA CEO Jensen Huang’s recent visit to TSMC highlighted exceptional strength in NVIDIA’s business and a push to secure more 3nm chip supply. Reports indicate TSMC is considering expanding 3nm wafer production by 20,000 units per month, potentially raising output to 160,000–170,000 wafers by 2026. While this may increase TSMC’s capex to $48–50 billion, it reflects robust AI-driven demand and strengthens the semiconductor supply chain, making TSM a strategic growth opportunity in the AI era.
$Oracle(ORCL)$ I added to my Oracle (ORCL) position as the company accelerates its push into AI-driven cloud infrastructure. Oracle is gaining momentum through high-profile collaborations with OpenAI and NVIDIA, while also securing supercomputing projects with the U.S. Department of Energy. These moves signal a clear long-term strategy to scale its cloud platform and embed AI deeply into enterprise workloads. With growing demand for AI compute and data services, Oracle is positioning itself as a serious contender in a market dominated by larger rivals, making current levels an attractive opportunity for future growth.
$Apple(AAPL)$ I added to my Apple position on news of its shift to a biannual iPhone launch cycle starting 2026, a strategic move that should smooth revenue and reduce operational strain. Separating premium fall launches from spring budget models sharpens marketing focus and keeps Apple competitive with staggered rivals like Samsung. The lineup—including a foldable, Pro models, and the new iPhone Air—signals innovation while testing next-gen 2nm efficiency. With expanded spring updates for Macs, iPads, and smart-home devices, Apple’s product cadence looks set to deliver steadier growth and stronger ecosystem lock-in.
$Microsoft(MSFT)$ I added to my Microsoft position as the stock continues to show strong momentum, rising 2.7% in the past week and 21.9% year-to-date. The company’s accelerating push into AI and deepening cloud partnerships reinforce its long-term growth story. Ongoing product launches and high-profile collaborations keep Microsoft at the center of enterprise and consumer tech, supporting revenue expansion. While short-term volatility persists as markets assess tech-sector risks, I believe Microsoft’s scale, innovation engine, and recurring cloud income provide a resilient foundation for sustained upside.
$Alphabet(GOOG)$ I added to my GOOG position as anticipation builds for the Gemini 3.0 launch, which analysts expect to meaningfully strengthen Google’s AI competitiveness. Wall Street’s perception has clearly shifted this year, with Alphabet moving from an “AI laggard” to an “AI winner.” At the same time, valuation remains reasonable: the stock’s forward P/E near 25x, and below 20x for much of Q3, underscores its appeal as a value-tilted growth play—an angle seemingly echoed by Berkshire’s disclosed purchase. This combination of AI momentum and valuation support makes the risk-reward attractive.
$Advanced Micro Devices(AMD)$ I added to my AMD position as accelerating AI adoption is translating into real returns for customers. CEO Lisa Su confirmed that all major hyperscalers are increasing CapEx after seeing tangible ROI, signaling durable demand rather than speculative spend. With the AI market still in its early innings, AMD’s total addressable market is expanding rapidly. The company also raised long-term growth targets, validating execution and visibility, which sparked an 8.5% share jump. This reinforces my thesis that AMD is well-positioned to compound alongside sustained enterprise AI investment.
$Tesla Motors(TSLA)$ I added to my Tesla position based on growing confidence in its Full Self-Driving (FSD) technology and data moat. Tesla claims its fleet is trained on an unprecedented scale—billions of real-world miles across diverse roads, weather, and traffic—compressing a century of learning into the system. This network effect is hard to replicate and could unlock high-margin software revenue as FSD improves. If performance and safety continue to advance, Tesla can differentiate beyond EVs into autonomy and AI, strengthening its long-term growth story.
$Taiwan Semiconductor Manufacturing(TSM)$ I added to my TSM position after NVIDIA CEO Jensen Huang’s Taiwan visit signaled urgent demand for advanced chips and potential upside to TSMC’s 3nm capacity. Reports suggest TSMC may lift output by 20k wafers per month, pushing long-term capacity toward 160k–170k wafers, well above prior estimates. While this implies higher capex of $5–7 billion, it reinforces TSMC’s leadership in AI supply chains. The shift in bottlenecks to front-end wafer production and ABF substrates further highlights sustained, structural demand.
$Broadcom(AVGO)$ I added to my position in Broadcom after its strong momentum confirmed improving market confidence. The stock gained 4.4% last week, 10.9% this month, and is up 59.3% year-to-date, with a remarkable 121% rise over the past year. Beyond price action, Broadcom’s expanding footprint in AI semiconductors and strategic acquisitions are strengthening its long-term growth narrative. These moves could reshape earnings visibility and risk-reward dynamics, making AVGO an increasingly compelling core tech holding in my portfolio.
$Visa(V)$ Yesss. More money for my upcoming Europe trip. Good entry, good exit. Thank you Visa, will be sure to swipe a lot during Christmas shopping. Win win[Love you]