Overview: Global Markets Rally on Tariff Relief Global equity markets surged on Monday, led by a dramatic rebound in U.S. stocks, after the United States and China reached a temporary agreement to drastically reduce tariffs. The breakthrough in trade talks over the weekend eased investor fears of a prolonged trade war and potential recession, leading to a risk-on sentiment across major regions. U.S. Markets: Sharp Gains on Tariff Reversal Wall Street posted strong gains as optimism surged following the U.S.-China agreement. The Dow Jones Industrial Average $DJIA(.DJI)$   jumped 1,160.72 points (+2.8%) to close at 42,410.10, while the S&P 500 $S&P 500(.SPX)$&nbs

$NVDA 20250620 130.0 PUT$ While many companies are making strides in AI, Nvidia stands out by benefiting at every stage—from infrastructure buildout to real-world AI applications. Its dominant position in GPUs, expanding software ecosystem, and deep integration across AI workflows make it a foundational player in the industry. For those seeking exposure to the full AI value chain, Nvidia remains the most compelling and strategic long-term investment in the space. 

I opened 0.1133 share(s) $Microsoft(MSFT)$  ,I made an additional investment in Microsoft, capitalizing on its impressive transformation under CEO Satya Nadella. With strong growth in cloud and AI, Microsoft’s Azure is now the second-largest cloud platform globally, and its stake in OpenAI further strengthens its AI leadership. The company’s cloud-based services and mobile app strategy position it well for sustained growth, with revenue and EPS expected to rise at a CAGR of 14% through 2027. Despite trade risks, Microsoft’s solid growth trajectory and dominant market position in cloud and AI make it a compelling long-term investment.

I opened 0.01702 share(s) $iShares Bitcoin Trust(IBIT)$  ,I made an additional investment in IBIT stock due to the tightening supply of Bitcoin and growing institutional interest. As more major businesses and institutional investors accumulate Bitcoin, the demand is outpacing available supply, which could drive prices higher. Crypto industry executives are forecasting significant price gains, and with IBIT offering exposure to Bitcoin's upside, I see strong potential for growth. This investment aligns with the bullish sentiment surrounding Bitcoin's future and its increasing adoption in the financial sector.

I opened 0.32078 share(s) $Alphabet(GOOG)$  ,I made an additional investment in GOOG, as the stock is currently trading at a compelling 17.1 times forward earnings, making it an attractive buy. Despite concerns over economic impacts on its ad business and legal challenges regarding monopolistic practices, Alphabet remains a dominant AI leader with its Google products and innovative AI-powered search results. The stock’s discounted price presents a strong opportunity for long-term growth, especially considering Alphabet’s strong market position and potential in AI. I see significant upside from here, making this a great time to increase my position.

I opened 0.00568 share(s) $Dover(DOV)$  ,I made an additional investment in Dover (DOV) following its acquisition of Sikora for €550 million. Sikora's precision measurement and inspection technologies complement Dover's portfolio, offering strong growth potential in the industrial automation space. With Sikora generating €100 million in annual revenue, this acquisition could significantly expand Dover's capabilities and drive future earnings growth. I view this strategic move as a solid step for Dover to strengthen its market position, and I believe it will enhance long-term value for shareholders.

I opened 0.00946 share(s) $Walt Disney(DIS)$  ,I made an additional investment in Disney stock following its strong fiscal 2025 earnings forecast, with a 16% rise in earnings per share expected. Disney's parks and streaming businesses are outperforming, driving better-than-expected results. CEO Bob Iger's optimism about future growth, along with plans for a new theme park in Abu Dhabi and strong domestic park performance, supports the bullish outlook. Despite some international challenges, Disney’s resilient performance and expanding theme park division make it an attractive investment for long-term growth.

I opened 0.01497 share(s) $DuPont de Nemours Inc(DD)$  ,I made an additional investment in DuPont (DD) following their strong Q1 2025 results, which exceeded expectations. Sales grew 5% YoY, driven by solid performance in electronics, healthcare, and water, with organic sales up 6%. The company posted a 30% increase in adjusted EPS, reaching $1.03, surpassing consensus. DuPont's strength in these key markets, coupled with favorable order patterns, signals continued growth. The stock’s positive momentum, along with its solid fundamentals, makes it a compelling addition to my portfolio.

I opened 0.04291 share(s) $Coterra Energy Inc.(CTRA)$  ,I made an additional investment in CTRA stock, attracted by its strong financial performance and efficient integration of the Franklin Mountain and Avant acquisitions. Despite some challenges, such as mechanical issues and a slight production miss, Coterra Energy remains resilient with low-cost oil and gas production and a solid balance sheet. The company’s focus on debt reduction and commitment to returning free cash to shareholders boosts confidence. With diversification and a cautious approach to CapEx, I see CTRA as well-positioned for long-term growth, especially in volatile markets.

I opened 0.0048 share(s) $Broadcom(AVGO)$  ,I made an additional investment in AVGO stock, following a "Buy" reaffirmation from Melius Research. As a leading player in the semiconductor space, Broadcom continues to benefit from robust AI-related capital expenditures across major tech companies like Nvidia, Microsoft, and IBM. Moreover, potential changes to AI chip export rules under the Trump administration could reshape the global market, which might further strengthen Broadcom’s position. Given the company’s strategic role in AI and semiconductor growth, I see continued upside potential in AVGO.

I opened 0.00971 share(s) $Advanced Micro Devices(AMD)$  ,I made an additional investment in AMD following its strong first-quarter earnings, which surpassed expectations with $7.4 billion in revenue and adjusted EPS of 96 cents. The company’s solid data-center chip sales and a robust outlook for the next quarter, forecasting $7.4 billion in sales, further boosted my confidence. Despite a challenging macro environment, CEO Lisa Su's remarks about AMD's differentiated product portfolio and consistent execution suggest strong growth ahead, particularly in 2025. With its positive outlook and solid fundamentals, AMD is well-positioned for continued success.

I opened 0.24965 share(s) $Apple(AAPL)$  ,I made an additional investment in Apple despite facing challenges like stagnant iPhone sales, tariff impacts, and lagging AI development. While iPhone revenue growth remains modest, Apple’s strong services segment provides stability. Despite the AI gap, potential partnerships, like with Google, could help close the divide. The company’s ability to adapt and innovate, especially in services, presents a solid long-term investment opportunity. Though there are risks, Apple’s diversified revenue streams and resilience make it a promising pick for future growth in a transforming tech landscape.

I opened 0.00505 share(s) $Apple(AAPL)$  ,I made an additional investment in Apple stock despite challenges such as stagnant iPhone sales and lagging AI development. While the company exceeded Q2 estimates, the $900 million tariff impact in Q3 and minimal iPhone revenue growth are concerns. However, Apple’s services segment remains strong, and potential partnerships, like with Google on AI, could provide growth opportunities. Despite the risks, I see Apple’s strong brand, ecosystem, and ability to adapt as key factors that could drive long-term value, making it a compelling investment at current levels.

I opened 0.01007 share(s) $Advanced Micro Devices(AMD)$  ,I made an additional investment in AMD following its strong earnings report, which exceeded expectations on the back of robust data-center chip sales. The company delivered Q1 adjusted EPS of 96 cents, surpassing the consensus estimate of 94 cents, and reported revenue of $7.4 billion. AMD’s positive outlook for Q2, with expected sales of $7.4 billion at the midpoint, further supports my investment. CEO Lisa Su highlighted the company’s differentiated product portfolio and strong execution, positioning AMD for sustained growth in 2025 despite the challenging macro and regulatory environment.

I opened 0.00496 share(s) $Broadcom(AVGO)$  ,I made an additional investment in AVGO stock, given its strong outlook in the AI sector. Melius Research reaffirmed Broadcom as a "Buy" alongside other tech giants like Nvidia and Microsoft, reflecting confidence in its continued growth. The ongoing AI-related capital expenditures from major tech players signal sustained demand for Broadcom’s products. Additionally, potential changes to AI chip export rules by the Trump administration could impact global trade, positioning AVGO for further opportunities in the evolving AI chip market.

I opened 0.0438 share(s) $Coterra Energy Inc.(CTRA)$  ,I made an additional investment in Coterra Energy (CTRA) based on its strong financial performance and efficient integration of recent acquisitions. Despite some challenges with Harkey wells and a slight reduction in oil production, Coterra has exceeded natural gas production expectations and generated substantial free cash flow. The company’s diversified revenue stream, low-cost supply, and commitment to debt reduction position it well in volatile markets. With a strong balance sheet and a focus on returning value to shareholders, I see Coterra as a resilient investment in the energy sector.

I opened 0.01551 share(s) $DuPont de Nemours Inc(DD)$  ,I made an additional investment in DuPont (DD) after the company posted impressive Q1 2025 results, surpassing expectations. Sales grew 5% YoY to $3.07 billion, driven by a 6% increase in organic sales, with strong performance in electronics, healthcare, and water markets. Adjusted EPS surged 30%, beating consensus estimates. DuPont's continued strength in these sectors, along with strong order patterns, solidifies my confidence in its growth prospects. The stock's solid fundamentals and strong demand in key industries make it a compelling investment for the long term.

I opened 0.00985 share(s) $Walt Disney(DIS)$  ,I made an additional investment in Disney stock after the company raised its fiscal 2025 earnings forecast by 16%, driven by stronger-than-expected growth in both its parks and streaming business. Disney’s fiscal Q2 results exceeded analyst expectations, with earnings rising 20% to $1.45 per share and revenue increasing by 7%. The company’s expansion plans, including a new resort in Abu Dhabi, and continued strength in domestic park visits, signal solid growth prospects. Despite macroeconomic uncertainty, Disney’s performance and optimistic outlook make it a compelling investment opportunity.

I opened 0.00582 share(s) $Dover(DOV)$  ,I made an additional investment in Dover (DOV) following its strategic acquisition of Sikora for €550 million. Sikora’s precision measurement, inspection, and control technologies align well with Dover’s growth plans, particularly in automation and industrial solutions. With Sikora generating €100 million in revenue last year, this acquisition should strengthen Dover’s portfolio and expand its capabilities. I see this move as a positive growth catalyst, positioning Dover well in the precision technologies market and enhancing long-term value for shareholders.

I opened 0.00628 share(s) $Alphabet(GOOG)$  ,I made an additional investment in GOOG stock as it currently trades at just 17.1 times forward earnings, making it a compelling buy. Despite concerns over its ad business and ongoing legal battles, Alphabet remains a dominant player in AI, especially with its Google-powered search innovations. While economic pressures and regulatory issues are risks, I believe the stock’s discounted price reflects an attractive entry point. With a strong business model and AI leadership, Alphabet presents significant long-term value at today’s price.