Thanks Tiger Broker $Tiger Brokers(TIGR)$ for the exciting rewards [Love you]  

$Apple(AAPL)$ I made an additional investment in Apple stock, viewing it as a strategic position despite a neutral analyst stance. UBS analyst David Vogt maintains a Neutral rating with a $280 price target, citing slowing App Store growth and challenging December comps, though FX trends provide some support. Sensor Tower data shows Apple’s App Store revenue grew 6% in November, slightly down from prior months, with a 5% increase on a currency-neutral basis. While December faces a 12% comparison hurdle, this is manageable relative to recent mid-teens challenges, making this an opportunity to strengthen exposure ahead of year-end trends.

$Advanced Micro Devices(AMD)$ I made an additional investment in AMD stock, driven by strong growth prospects in the semiconductor sector. Advanced Micro Devices, Inc. (NASDAQ:AMD) continues to receive high praise from analysts, with over 80% assigning a Buy or equivalent rating. Bank of America Securities recently reaffirmed its Buy rating with a $300 price target, highlighting confidence in the company’s performance. With a consensus 1-year median price target of $290, AMD still offers upside potential of more than 33%, making it an attractive opportunity to capitalize on the ongoing demand for advanced computing and AI-driven technologies.

$Amazon.com(AMZN)$ I made an additional investment in AMZN stock based on strong growth prospects highlighted by TD Cowen for 2026. Key drivers include accelerating AWS revenue, continued momentum in eCommerce and advertising, and further operating margin expansion. AWS, in particular, is expected to see robust growth in 4Q25 and beyond, fueled by surging demand for core and AI workloads alongside the historic AI infrastructure build. With Amazon well-positioned to capitalize on AI adoption while sustaining its retail and advertising strength, this investment aligns with my strategy to target companies benefiting from both technological innovation and operational efficiency.

$Broadcom(AVGO)$ I made an additional investment in AVGO stock following Rosenblatt analyst Kevin Cassidy’s upgrade of the price target to $440 from $400, while maintaining a “Buy” rating. The positive outlook is driven by strong expected performance in Broadcom’s TPU and XPU segments, signaling accelerating adoption in high-performance computing. Additionally, revenue growth is anticipated from the networking business as data center expansion continues. With these infrastructure tailwinds and potential earnings upside, AVGO presents a compelling opportunity for long-term growth, reinforcing confidence in the stock’s ability to outperform estimates in the near term.

$Alphabet(GOOG)$ I made an additional investment in GOOG stock, driven by strong long-term prospects highlighted by Citizens’ reaffirmation of a “Market Outperform” rating with a $340 price target. Alphabet’s strategic focus on Waymo and CEO Sundar Pichai’s emphasis on “optionality around personal ownership” indicate a deep understanding of leveraging technology and distribution to create durable business moats. Licensing autonomous vehicle technology to automakers not only expands ride-sharing networks but also strengthens distribution and reduces production costs through OEM partnerships, positioning Alphabet for sustainable growth and market leadership in mobility solutions

$Microsoft(MSFT)$ I made an additional investment in Microsoft (NASDAQ: MSFT) driven by its aggressive global AI expansion, particularly in India. On December 9, 2025, Microsoft announced a $23 billion four-year investment plan, including $17.5 billion dedicated to India—its largest commitment in Asia. This initiative will build the country’s largest cloud infrastructure, featuring a hyperscale data center in Hyderabad and expansions in Chennai and Pune. Beyond infrastructure, Microsoft aims to double its AI training programs to equip 20 million Indians with AI skills by 2030. This positions the company at the forefront of AI-driven growth and long-term value creation.

$NVIDIA(NVDA)$ I made an additional investment in NVIDIA (NASDAQ: NVDA) following the U.S. approval of H200 processor exports to China, albeit with a 25% fee. This strategic compromise safeguards national security while maintaining America’s leadership in AI, according to President Trump. While Blackwell chip exports remain restricted, the deal prevents a full ban that could have accelerated Huawei’s dominance in China’s AI sector. I view this as a positive development for NVIDIA’s international growth, signaling sustained demand in China and mitigating downside risks from regulatory uncertainties, making it an opportune moment to increase exposure.

$Oracle(ORCL)$ I’ve made an additional investment in Oracle (ORCL) despite its recent “lackluster print,” which showed only a modest 15% quarter-over-quarter improvement in RPO growth, overshadowed by significantly higher-than-expected capital expenditure plans. The company raised its fiscal year 2026 capex guidance by $15 billion to $50 billion, fueling investor concerns over funding its data center expansion. However, management’s commitment to maintaining an investment-grade credit rating, along with access to multiple funding options, provides reassurance. I view this as a strategic long-term investment in Oracle’s cloud infrastructure growth, positioning for potential upside as expansion projects materialize.

$Tesla Motors(TSLA)$ I made an additional investment in Tesla stock following Piper Sandler’s reaffirmation of an “Overweight” rating with a $500 price target. Analysts highlighted Tesla’s significant progress toward unsupervised Full Self Driving (FSD), suggesting the technology may soon allow drivers to operate without monitoring. Data from the FSD Community Tracker shows marked improvements in performance metrics, reinforcing confidence in Tesla’s innovation edge. With growing investor interest fueled by tangible advancements in autonomous driving, I see this as an opportunity to capitalize on both Tesla’s technological momentum and potential market upside.

$Taiwan Semiconductor Manufacturing(TSM)$ I made an additional investment in TSM stock based on strong signals from Bernstein SocGen Group, which reiterated its “Outperform” rating with a $330 price target. The firm highlighted that Taiwan Semiconductor’s 4Q25 revenue is tracking ahead of both guidance and consensus, signaling robust demand. November revenue reached NT$343.61 billion ($11 billion), reflecting a 24.5% increase year-over-year despite a 6.5% dip from October, while combined October and November sales accounted for 71% of the quarter’s guidance midpoint. This places TSM in the upper historical range of 65–72%, reinforcing confidence in its strong positioning and growth potential.

$Taiwan Semiconductor Manufacturing(TSM)$ I made an additional investment in TSM stock based on strong guidance and robust revenue performance. Bernstein SocGen Group reiterated an “Outperform” rating with a $330 price target, highlighting that 4Q25 revenue is tracking above both guidance and consensus. November sales reached NT$343.61 billion ($11B), slightly down from October but up 24.5% year-over-year, demonstrating resilience. Combined October and November revenue of NT$711 billion already accounts for 71% of 4Q25 guidance, placing it near the upper historical range of 65-72%. This reinforces confidence in TSM’s growth trajectory and its ability to outperform market expectations.

$Tesla Motors(TSLA)$ I made an additional investment in Tesla stock based on strong bullish signals from Piper Sandler. Analyst Alexander Potter reiterated an “Overweight” rating with a $500 price target, highlighting significant progress in Tesla’s Full Self Driving (FSD) technology. Piper Sandler believes Tesla is nearing unsupervised FSD, where drivers may not need to monitor the system, marking a major technological milestone. Data from the FSD Community Tracker shows sharp improvements in software performance, reflecting real-world effectiveness. With rising investor interest driven by these advancements, Tesla presents a compelling opportunity for growth and long-term value.

$Oracle(ORCL)$ I made an additional investment in Oracle (ORCL) despite a “lackluster print” this quarter, where RPO growth improved modestly by 15% QoQ but was overshadowed by higher-than-expected capital expenditure plans. Oracle’s guidance for fiscal year 2026 capex has jumped by $15 billion to $50 billion, sparking questions about funding its data center expansion. Management, however, reassured investors that maintaining an investment-grade credit rating remains a priority and emphasized access to multiple funding options. This demonstrates Oracle’s commitment to long-term growth, making it an attractive opportunity for investors focused on future cloud and infrastructure expansion. 

$NVIDIA(NVDA)$ I made an additional investment in NVIDIA (NASDAQ: NVDA) following the U.S. approval of H200 processor exports to China, albeit with a 25% fee. This strategic compromise, highlighted by President Trump, balances national security with economic opportunity, allowing NVIDIA to maintain a foothold in the Chinese AI market while protecting its flagship Blackwell chips. By avoiding a full ban, the move reduces the risk of accelerating competitors like Huawei. This development reinforces NVIDIA’s long-term growth potential in AI hardware, making it a timely opportunity to increase exposure to the stock.

$Microsoft(MSFT)$ I made an additional investment in Microsoft (NASDAQ: MSFT) due to its aggressive global AI expansion. On December 9, 2025, Microsoft announced a $23 billion investment plan, including $17.5 billion dedicated to India—its largest commitment in Asia. The four-year strategy, starting in 2026, will build the country’s largest cloud computing infrastructure, featuring a hyperscale data center in Hyderabad and expansions in Chennai and Pune. CEO Satya Nadella emphasizes supporting India’s “AI-First future” by doubling the training of 20 million Indians in AI skills by 2030, positioning Microsoft for long-term growth and innovation leadership.

$Alphabet(GOOG)$ I made an additional investment in GOOG stock based on strong confidence in Alphabet’s long-term growth strategy. Citizens recently reiterated a “Market Outperform” rating with a $340 price target, reflecting optimism in Waymo’s potential following its 1Q25 earnings call. CEO Sundar Pichai emphasized “optionality around personal ownership,” signaling Alphabet’s understanding of leveraging its technology and distribution to build strong business moats. Additionally, licensing Waymo’s autonomous vehicle technology to automakers can expand ride-sharing networks, enhance distribution, and reduce production costs through OEM partnerships, positioning Alphabet for sustainable growth in the evolving mobility sector.

$Broadcom(AVGO)$ I made an additional investment in AVGO stock based on strong analyst support and solid growth catalysts. Rosenblatt analyst Kevin Cassidy recently raised the price target from $400 to $440 while maintaining a “Buy” rating, highlighting confidence in Broadcom’s near-term prospects. The stock is expected to benefit from accelerating shipments of TPU and growing traction in XPU, along with continued strength in its networking business driven by expanding data center infrastructure. With these tailwinds, Broadcom is positioned to beat earnings estimates, making it an attractive opportunity for growth-oriented investors.

$Amazon.com(AMZN)$ I made an additional investment in AMZN stock, supported by strong medium-term growth drivers. TD Cowen highlights three key factors underpinning Amazon’s potential in 2026: accelerating AWS revenue, robust eCommerce and advertising momentum, and continued operating margin expansion. AWS, in particular, is expected to see significant acceleration in revenue through 4Q25 and into ’26 and ’27, driven by growing demand for core and AI workloads alongside increased AI infrastructure capacity. Coupled with Amazon’s dominant eCommerce and advertising platforms, these factors position the company for sustained profitability and long-term shareholder value.

$Advanced Micro Devices(AMD)$ I made an additional investment in AMD stock, driven by its strong growth potential in the semiconductor sector. On December 3, Bank of America Securities analyst Vivek Arya reaffirmed a Buy rating with a $300 price target, reflecting confidence in AMD’s market position. As of December 5, over 80% of analysts maintain a Buy or equivalent rating, signaling broad market optimism. With a consensus 1-year median price target of $290, AMD still offers more than 33% upside potential. This combination of analyst confidence and growth prospects underpins my decision to increase exposure to AMD.