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06-04

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.


Microsoft Hits New Highs Again! Is Meta Next?
Microsoft has been on an impressive tear lately. After blowing past expectations in its Q1 earnings (which led to a 7.6% surge in a single day), the stock barely paused. No real pullbacks, just steady daily gains, the definition of “slow and steady wins the race.” Meta Platforms got a boost Monday as the tech giant announced plans to introduce paid advertising to WhatsApp, opening up a new revenue stream. It's proving AI monetization to the market. --------- With the stock only one step from its all time high, will Meta be the next to set new high? Will you jump on the wagon of Microsoft?
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