At 42x forward P/E, they not cheap but still below past bubble highs. $NVIDIA(NVDA)$ and $Meta Platforms, Inc.(META)$ still riding AI tailwind, Amazons efficiency game strong, and Microsoft steady like CPF. But $Apple(AAPL)$ ? Growth slowing. $Tesla Motors(TSLA)$ ? Hmm… getting more like wildcard than wonderkid.
🧠 My take: Nvidia, Meta, and Amazon still got story to run. Apple and Tesla maybe more sideways. So dont just buy the basket — pick the stall with best char siew.
🎯 Strategy: Selective exposure. Hedge your risk. Dont wait for institutions to confirm before you take profit. They're still sitting on the bench.
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