1. Nvdia AI chip leader 2. Meta AI software 3. Google AI application leader 4. Amazon AI + Datacenter + Ecommerce 5.Tesla Robotaxi + robotics 6. Microsoft office software 7. Apple iPhone + service @TigerEvents
I agreed with his point. As the market keeps going higher but only driven by the top few companies of the SnP 500, it is a worrying sign. Have been balancing my portfolio these few months to have equal weightage of tech , healthcare , energy and precious metals stocks plus bonds, to prepare in the event of market correction.
Biggest win is $Amazon.com(AMZN)$ bought it due to the potential growth of AWS and AI adoption. Most challenging investment is $Advanced Micro Devices(AMD)$, did not expect it to go so low, waiting for chance to DCA to lower the average cost.