$NVIDIA(NVDA)$ Nvidia can defend its dominant position in AI accelerators through its hardware–software ecosystem, and its current premium valuation remains supported by very strong earnings growth and ongoing hyperscaler AI capex

$Taiwan Semiconductor Manufacturing(TSM)$  TSMC is the backbone of the AI hardware boom, with a near‑monopoly on leading‑edge manufacturing for Nvidia, AMD, Apple and even Google’s TPUs, giving it strong pricing power, with 30%+ revenue growth and high margins!

$Alphabet(GOOG)$  dominant ads cash machine + fastest‑growing big‑cloud + full‑stack AI at a still‑reasonable valuation is why I’d prioritize Alphabet for new capital

$NVIDIA(NVDA)$  long time holder of Nvidia, will keep adding on. It's still undervalued despite its amazing fundamentals!

$Microsoft(MSFT)$  The most undervalued of the Mag 7 with amazing fundamentals (including AI revenue that has beaten all analyst expectations). You will look back in 6 months and think this was a gift.

$NVIDIA(NVDA)$  still holding and adding - it's a matter of time before it rebounds back to 240 and beyond!

$Microsoft(MSFT)$  still bullish on MSFT going forward

$NVIDIA(NVDA)$  Bargain price for the most dominant and profitable stock around, just bought more

$Microsoft(MSFT)$  Temporary pullbacks will not change the general upward trend and long-term picture

$Microsoft(MSFT)$  so many catalysts for growth - new advanced AI models, the tie up with Nvidia, new windows upgrades, even more new stuff to be announced later this week