TF105
TF105
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avatarTF105
08:18
AI infrastructure stocks have been leading the rally, but AI software may eventually capture more of the value creation. Companies like PLTR, NOW, and SNOW remain on my watchlist. The next 12 months will tell us whether AI software adoption can justify current valuations. Which AI software stock is your top pick?
avatarTF105
08:15
Long-term story hasn't changed. AI adoption is still in the early innings. Added a little on the dip and will add more if it drops further.
avatarTF105
2023-04-17
avatarTF105
2023-04-17
avatarTF105
2023-03-08
$Apple(AAPL)$ up, up and away. Good holdings
avatarTF105
2023-03-08
$Sea Ltd(SE)$ up, up & away
avatarTF105
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[Like] 
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