To The Moon

$NVIDIA(NVDA)$ I recently made an additional investment in NVIDIA Corporation (NASDAQ:NVDA), confident in its strong growth trajectory and robust market position. Goldman Sachs reaffirmed a Buy rating with a $250 price target, implying an upside potential of over 31% from the current levels. The bank expects NVIDIA to deliver a beat-and-raise quarter, driven by favorable supply-demand dynamics and growing confidence in demand from non-traditional customers. Continued positive revisions to hyperscaler capital expenditures through 2027 further support long-term growth. As a leader in graphics, compute, and networking solutions, NVIDIA’s innovative technology and diversified business segments position it to capture significant opportunities in t

$Amazon.com(AMZN)$ elevated spending continues through 2027. I added to my position in Amazon.com Inc. following the market’s cautious reaction to its Q4 2025 results. While UBS Group AG lowered its price target to $301 due to higher-than-expected FY2026 capital expenditure guidance of $200 billion, the increased investment signals Amazon’s long-term commitment to expanding infrastructure and AI capabilities. More importantly, UBS expects Amazon Web Services growth to accelerate sharply to 38% in 2026 from 19% in 2025. If sustained spending continues, AWS could maintain mid-30% growth through 2027, strengthening Amazon’s dominant position in cloud computing and supporting long-term shareholder value.

$Alphabet(GOOG)$ I added to my position in Alphabet Inc. (GOOG) as the company continues to demonstrate strong fundamental momentum across its core businesses. KeyBanc recently raised its price target to $370 while maintaining an Overweight rating, citing increased capital expenditure to support growth in Google Services and Google Cloud. Despite concerns about investment scale, operating performance remains robust. Search expanded through 2025, while Cloud backlog surged nearly 55% QoQ in the fourth quarter. Meanwhile, Gemini has already reached 750 million monthly active users. The investment case appears driven by earnings revisions rather than valuation expansion, suggesting durable long-term growth potential.

$NVIDIA(NVDA)$ I recently increased my position in NVIDIA Corporation (NASDAQ:NVDA), supported by strong analyst confidence and robust growth drivers. Goldman Sachs reaffirmed a Buy rating with a $250 price target, implying over 31% upside from current levels. The firm anticipates a beat-and-raise quarter, fueled by rising demand from non-traditional customers and continued hyperscaler capex into 2027. NVIDIA’s leadership in graphics, compute, and networking positions it well to capitalize on secular trends in AI, cloud, and advanced computing. With favorable supply-demand dynamics and multiple tailwinds, this investment aligns with my strategy to capture long-term growth in high-potential tech sectors.

$Alphabet(GOOG)$ I added to my position in Alphabet Inc. as the company continues to demonstrate strong operational momentum across its core businesses. KeyBanc Capital Markets recently raised its price target to $370 and maintained an Overweight rating, highlighting Alphabet’s increased capex to support growth in Google Services and Google Cloud. Despite concerns about higher investment spending, the fundamentals remain compelling. Search expanded through 2025, Cloud backlog surged nearly 55% QoQ in Q4, and Gemini has already reached about 750 million monthly active users. The investment thesis centers on earnings revisions driven by sustained business growth rather than valuation multiple expansion

$NVIDIA(NVDA)$ I recently added to my position in NVIDIA Corporation (NASDAQ:NVDA), motivated by strong institutional backing and solid growth prospects. Goldman Sachs reaffirmed its Buy rating with a $250 price target, signaling an upside of over 31% from current levels. The firm expects NVIDIA to deliver a beat-and-raise quarter, supported by robust industry supply-demand dynamics, rising interest from non-traditional customers, and continued hyperscaler capex expansion into 2027. As a leader in graphics, compute, and networking solutions, NVIDIA’s strategic positioning across high-growth segments reinforces my conviction in its long-term value and potential for significant returns.

$Advanced Micro Devices(AMD)$ I increased my position in Advanced Micro Devices (AMD) following its strong Q4 performance that exceeded market expectations. Revenue grew 34% year over year to $10.3 billion, surpassing consensus estimates, while adjusted EPS of $1.53 beat forecasts by 16%. Growth was broad-based across key segments. Data center revenue surged 39%, driven by strong demand for EPYC processors and expanding Instinct GPU shipments amid the accelerating AI infrastructure buildout. Meanwhile, the PC segment also delivered solid growth, rising 34% and beating estimates. The strong execution and demand momentum reinforce AMD’s long-term growth outlook in AI and high-performance computing

$Microsoft(MSFT)$ I recently added to my position in Microsoft Corporation (NASDAQ:MSFT), capitalizing on a post-earnings pullback. Piper Sandler continues to rate MSFT as Overweight with a $600 price target, highlighting it as “perhaps the best pure-play on AI adoption today.” The firm views Microsoft as a top pick amid a supportive environment for hyperscalers and select vertical software companies. With its robust ecosystem—including Windows, Microsoft 365, Azure, LinkedIn, and Xbox—Microsoft remains well-positioned to benefit from ongoing digital transformation and AI integration, making this an attractive opportunity to strengthen exposure in a leading technology and cloud player.

$Taiwan Semiconductor Manufacturing(TSM)$ I recently added to my position in TSM (Taiwan Semiconductor Manufacturing Company Limited) following its strategic push into advanced 3-nanometre chip production. The company announced mass production in Kumamoto, Japan, positioning the country as a leader in HPC and AI server chips. With a second fab in Arizona slated for next year, TSM is accelerating its AI-focused growth, which should help it outperform peers. CEO C.C. Wei emphasized that this expansion not only boosts local economies but also strengthens the foundation for Japan’s AI ecosystem, highlighting TSM’s long-term growth potential in cutting-edge semiconductor technology.

$Tesla Motors(TSLA)$ I recently made an additional investment in Tesla (TSLA) stock, driven by the company’s expanding ambitions beyond electric vehicles. Morgan Stanley’s recent “Equal Weight” rating highlights Tesla’s strategic move into solar manufacturing, targeting 100 GW capacity, which could boost Tesla Energy valuation by 35% while offering synergies in the energy supply chain. This vertical integration aligns with Elon Musk’s long-term vision for solar-powered data centers in space. With a $415 price target, the stock presents an opportunity to capitalize on Tesla’s innovative approach to renewable energy and its potential for sustainable growth.

$NVIDIA(NVDA)$ I’ve made an additional investment in NVIDIA Corporation (NASDAQ:NVDA), aligning with strong market confidence and growth potential. Goldman Sachs reaffirmed its Buy rating with a $250 price target, implying a 31.55% upside from current levels. The firm anticipates a beat-and-raise quarter, driven by strong industry supply-demand dynamics, growing adoption from non-traditional customers, and continued hyperscaler capex through 2027. As a leader in graphics, compute, and networking solutions, NVIDIA’s robust positioning across its Compute & Networking and Graphics segments reinforces my conviction in its long-term growth and capital appreciation potential.

$Advanced Micro Devices(AMD)$ I increased my position in Advanced Micro Devices Inc. (NASDAQ:AMD) following its impressive Q4 performance. The company reported $10.3 billion in revenue, up 34% YoY, surpassing the $9.7 billion consensus, with adjusted EPS of $1.53, 16% above expectations. Both data center and PC segments delivered strong results, with data center sales rising 39% to $5.38 billion, fueled by robust EPYC processor demand and growing Instinct GPU shipments. PC sales also exceeded forecasts, highlighting broad-based growth. These results underscore AMD’s competitive position, operational execution, and long-term growth potential, reinforcing confidence in the investment.

$Oracle(ORCL)$ I have added to my position in Oracle (ORCL), driven by its landmark $300 billion cloud partnership with OpenAI signed in September 2025. Oracle’s commitment to provide 4.5 gigawatts of computing power annually over five years, starting in 2027, positions the company at the forefront of AI infrastructure demand. While Oracle plans a significant $45–50 billion capital raise in 2026, including ~$20 billion via common shares, this strategic funding underpins long-term growth. The combination of a massive AI partnership and disciplined financing strengthens Oracle’s market leadership, making it a compelling addition to my portfolio.

$Microsoft(MSFT)$ I’ve added to my position in Microsoft Corporation (NASDAQ:MSFT) following its recent post-earnings pullback. Piper Sandler maintains an Overweight rating with a $600 price target, highlighting Microsoft as “perhaps the best pure-play on AI adoption today” and one of their top picks. With strong fundamentals across Windows, Microsoft 365, Azure, and LinkedIn, the company continues to benefit from a supportive environment for hyperscalers and select vertical software companies. This investment aligns with a long-term view on AI-driven growth, cloud expansion, and Microsoft’s consistent ability to innovate and capture enterprise demand.

$Taiwan Semiconductor Manufacturing(TSM)$ I recently increased my position in TSM stock, driven by its strategic expansion into next-generation semiconductor production. Reuters reported that Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) will begin mass production of advanced 3-nanometre chips in Kumamoto, Japan, positioning the country at the forefront of high-performance computing and AI server technology. CEO C.C. Wei highlighted that this new fab will not only support Japan’s AI ecosystem but also bolster local economic growth. With production at a second Arizona fab planned next year, TSM is well poised to capitalize on accelerating AI demand and outperform peers in the semiconductor sector

$Taiwan Semiconductor Manufacturing(TSM)$ I recently increased my position in Taiwan Semiconductor Manufacturing Company Limited after the company announced plans to mass-produce advanced 3-nanometre chips in Kumamoto, Japan. These cutting-edge chips, crucial for HPC and AI servers, will also be produced at TSM’s second Arizona fab next year. CEO C.C. Wei emphasized that this expansion supports local economic growth and strengthens Japan’s AI ecosystem. With AI adoption accelerating globally, TSM’s technological leadership and strategic expansion position it to outperform peers, making this an opportune moment to increase exposure to its growth trajectory

$Amazon.com(AMZN)$ I recently increased my position in AMZN stock, driven by the company’s robust long-term growth potential despite short-term market concerns. While UBS lowered its price target from $311 to $301 following Amazon’s Q4 2025 results, the surprise FY 2026 capital expenditure guidance of $200 billion signals aggressive investment in future growth. AWS growth is projected to double to 38% in 2026, with expectations of sustained mid-30% growth if elevated spending continues through 2027. This demonstrates Amazon’s commitment to expanding high-margin cloud operations, making it an attractive opportunity for investors focused on long-term value creation.

$Alphabet(GOOG)$ I recently added to my position in GOOG following KeyBanc Capital Markets’ bullish update. The firm raised its price target to $370, citing strong growth in Google Services and Google Cloud, alongside a nearly 55% QoQ surge in Cloud backlog. Alphabet’s AI assistant, Gemini, now reaches 750 million monthly active users, reflecting solid user engagement. KeyBanc emphasizes that the stock’s upside is driven by earnings growth rather than multiple expansion. With robust segment performance and strategic capex fueling long-term growth, this investment aligns with my focus on quality, innovation-led companies with sustainable growth trajectories.

$Advanced Micro Devices(AMD)$ I recently added to my position in Advanced Micro Devices Inc. (NASDAQ:AMD) following its impressive Q4 performance. AMD delivered $10.3 billion in revenue, up 34% year-over-year, surpassing the $9.7 billion consensus, with adjusted EPS of $1.53, 16% above expectations. Both its data center and PC segments outperformed, with data center sales reaching $5.38 billion (+39% YoY) fueled by strong EPYC processor demand and growing Instinct GPU shipments, while PC sales grew 34% to $3.1 billion. These results demonstrate AMD’s robust execution and growth across key markets, reinforcing confidence in its long-term investment potential.

$Amazon.com(AMZN)$ I recently increased my position in AMZN stock, seeing a compelling long-term growth opportunity despite near-term concerns. While UBS lowered its price target from $311 to $301 following Q4 2025 results, the market may be underestimating Amazon’s growth potential. The company’s FY 2026 capital expenditure guidance of $200 billion signals aggressive investment in infrastructure and expansion. Notably, AWS is projected to double its growth rate to 38% in 2026, with mid-30% growth expected through 2027 even amid elevated spending. This reinforces confidence in Amazon’s leadership in cloud services and long-term value creation.