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$Alphabet(GOOG)$ I made an additional investment in GOOG stock, driven by strong long-term growth prospects. Citizens recently reaffirmed its “Market Outperform” rating with a $340 price target, reflecting confidence in Waymo’s positioning following 1Q25 earnings. CEO Sundar Pichai’s focus on “optionality around personal ownership” signals Alphabet’s strategic vision in leveraging distribution and cutting-edge technology to secure business moats. Licensing Waymo’s autonomous vehicle technology to automakers not only expands ride-sharing network supply but also strengthens distribution channels and lowers production costs through OEM partnerships. This combination of innovation, strategic partnerships, and operational efficiency supports furth
$Tesla Motors(TSLA)$ I made an additional investment in Tesla stock following Piper Sandler analyst Alexander Potter’s recent reiteration of an “Overweight” rating with a $500 price target. Analysts highlighted Tesla’s significant progress in Full Self Driving (FSD) technology, noting that the company is approaching unsupervised FSD—where drivers could potentially rely on the system without intervention. Data from the FSD Community Tracker shows sharp improvements in performance metrics, reinforcing confidence in Tesla’s autonomous driving capabilities. This technological advancement, combined with sustained investor interest, makes Tesla an attractive opportunity for growth and long-term value.
$Advanced Micro Devices(AMD)$ I made an additional investment in AMD stock, attracted by its strong growth trajectory in the semiconductor sector. Bank of America Securities analyst Vivek Arya recently reaffirmed a Buy rating, maintaining a $300 price target, reflecting confidence in AMD’s fundamentals. Currently, over 80% of analysts recommend buying the stock, highlighting broad market optimism. With a consensus 1-year median price target of $290, AMD offers more than 33% upside potential. This combination of solid analyst support, robust growth prospects, and attractive valuation underpins my decision to increase exposure to AMD at this stage.
$Microsoft(MSFT)$ I made an additional investment in Microsoft (MSFT) due to its ambitious global AI expansion, highlighted by a $23 billion investment plan announced on December 9, 2025. Notably, $17.5 billion is dedicated to India, marking Microsoft’s largest commitment in Asia, including a new hyperscale data center in Hyderabad and expansions in Chennai and Pune. CEO Satya Nadella’s four-year strategy aims to strengthen cloud infrastructure while supporting India’s “AI-First future” by doubling the training of 20 million Indians in AI skills by 2030. This bold move positions Microsoft at the forefront of AI-driven growth globally.
$Broadcom(AVGO)$ I made an additional investment in AVGO based on strong bullish signals from Rosenblatt. Analyst Kevin Cassidy recently raised the price target from $400 to $440 while maintaining a “Buy” rating, reflecting confidence in Broadcom’s growth trajectory. The company is expected to benefit from accelerating shipments of TPUs and growing traction in XPUs, alongside revenue growth in its networking business as data center infrastructure expands. With robust tailwinds in both AI-focused chips and data center networks, AVGO is positioned for upside potential, making this a timely addition to my portfolio.
$Apple(AAPL)$ I made an additional investment in Apple stock, viewing the recent pullback as a strategic entry point. Despite UBS maintaining a Neutral rating with a $280 price target, the company continues to show steady App Store growth. November revenue grew an estimated 6% on a reported basis and 5% on a FX-neutral basis, indicating resilience amid currency tailwinds. While December faces a 12% comparison hurdle, slightly easing from prior months, Apple’s strong ecosystem, diversified revenue streams, and consistent innovation make it a compelling long-term investment opportunity.
$Taiwan Semiconductor Manufacturing(TSM)$ I added to my TSM position as momentum remains firmly supported by stronger-than-expected 4Q25 revenue trends. Bernstein SocGen reaffirmed its “Outperform” call with a $330 target, highlighting that quarterly sales are tracking ahead of both guidance and consensus. November revenue reached NT$343.61 billion, up 24.5% year-over-year, and combined October–November results already cover 71% of TSM’s 4Q25 guidance mid-point. This places performance at the upper end of its historical range, reinforcing confidence in sustained demand and TSM’s execution going into year-end.
$Taiwan Semiconductor Manufacturing(TSM)$ I added to my TSM position as confidence grows around its stronger-than-expected 4Q25 outlook. Bernstein SocGen reaffirmed its “Outperform” rating with a $330 target, highlighting revenue that is tracking ahead of both guidance and consensus. November sales reached NT$343.61 billion, up 24.5% year-over-year, and combined October–November revenue has already hit 71% of the quarter’s guidance midpoint—near the upper end of its historical range. This momentum reinforces TSM’s leadership in advanced chip manufacturing and supports a bullish long-term view.
$Oracle(ORCL)$ I added to my Oracle position as the market reacted sharply to what many called a lackluster print. While RPO improved 15% quarter-over-quarter, investor focus shifted to Oracle’s larger-than-expected capex plans, including a $15 billion increase for FY2026 to support data center expansion. Despite concerns about funding, management reaffirmed its commitment to an investment-grade rating and noted multiple financing options. I see the pullback as an opportunity to accumulate shares ahead of long-term cloud and AI infrastructure growth.
$Tesla Motors(TSLA)$ I added to my Tesla position as optimism grows around its rapidly advancing Full Self Driving technology. Piper Sandler reaffirmed an “Overweight” rating with a bold $500 target, citing data showing sharp improvements in FSD performance. The firm believes Tesla is nearing unsupervised FSD, a milestone that could shift market perception and reignite investor interest. With clear progress in autonomy and strengthening confidence from analysts, the risk-reward profile remains compelling for long-term growth.