I opened 0.00476 share(s) $Apple(AAPL)$  ,I added to my Apple position because despite recent underperformance and slower growth, the company’s dominance is unmatched. With 2.4 billion active devices and over 1 billion paid subscriptions, Apple’s ecosystem is a fortress. Its strong margins, massive $24.8B quarterly net income, and commitment to returning capital — $110B in buybacks and dividends in fiscal 2024 — reinforce long-term value. The stock’s 17% drop this year and 19% discount from its peak offer a more reasonable entry, even if future returns may trail the S&P 500.

I opened 0.00626 share(s) $Advanced Micro Devices(AMD)$  ,I’ve made an additional investment in AMD stock following HSBC’s bullish upgrade to Buy, with a massive price target hike from $100 to $200. HSBC sees AMD’s MI350 GPU series not only catching up to Nvidia’s Blackwell but outperforming in pricing power. Their revised AI revenue forecast of $15.1B for FY26 is a stunning 57% above consensus. This momentum, plus anticipation for the upcoming MI400 rack architecture, signals substantial upside potential for AMD in the AI race.

I opened 0.00352 share(s) $Broadcom(AVGO)$  ,I added to my AVGO position, driven by Broadcom’s pivotal role in powering the AI revolution through custom ASIC chip design for hyperscalers like Amazon, Alphabet, and Microsoft. These chips offer lower costs and power usage compared to Nvidia’s merchant silicon, enabling more efficient and scalable AI infrastructure. With AI chip revenue surging 46% to $4.4B and forecasted to hit $5.1B next quarter, Broadcom's growth story is compelling. Its strong position in networking and wireless chips adds further confidence to this investment.

I opened 0.0411 share(s) $Coterra Energy Inc.(CTRA)$  ,I added to my position in Coterra Energy (CTRA), driven by its strong fundamentals and defensive appeal amid market volatility. CTRA offers a solid 3.41% dividend yield, trades at a forward P/E of just 8.2, and boasts a 16.5% five-year dividend growth rate—over 3x the S&P 500's. With an estimated 6.2% revenue CAGR through 2027 and low valuation multiples, it stands out as a "greedy contrarian" pick. Its consistent payout hikes and growth potential make it a compelling value play in a richly priced market.

I opened 0.01348 share(s) $DuPont de Nemours Inc(DD)$  ,I added to my position in DuPont (DD) stock, driven by Citi’s 90-day “catalyst watch” highlighting upcoming upside potential. Analyst Patrick Cunningham sees momentum building ahead of Q2 earnings, expecting strong results in semiconductors, electronics, healthcare, and water segments, plus minimal tariff impacts. With EPS projected to rise year-over-year and a target price of $85, the near-term setup looks compelling. Additionally, the upcoming spinoff of DuPont’s electronics unit could unlock long-term value and sharpen the company’s growth profile post-restructuring.

I opened 0.00822 share(s) $Walt Disney(DIS)$  ,I’ve added to my position in Disney despite its current price of $121, which is about 20% above its intrinsic value of $102.53. The recent price rally reflects optimism, and while it might seem overvalued now, the 28% profit growth forecast makes the future compelling. Disney’s high beta suggests volatility could offer another entry point, but I’m positioning early to ride the momentum and long-term upside. With analyst coverage high and sentiment improving, the magic might just be returning to the Mouse House.

I opened 0.00528 share(s) $Dover(DOV)$  ,I added to my position in Dover Corporation (DOV) following its acquisition of ipp Pump Products GmbH, a German manufacturer of advanced sanitary pump technologies. This strategic move strengthens Dover’s Pumps & Process Solutions segment by expanding its footprint in critical hygienic applications across food, cosmetics, and pharma industries. With ipp’s differentiated tech and PSG’s global reach, Dover is well-positioned to drive growth in high-margin, regulation-driven markets. The deal enhances Dover’s innovation pipeline and reinforces its long-term value creation strategy.

I opened 0.00545 share(s) $Alphabet(GOOG)$  ,I’ve added to my position in GOOG, taking advantage of its surprisingly attractive valuation. Despite AI shaking up search and ad revenue models, Alphabet is adapting fast. Ads now make up just 74% of revenue, while Google Cloud contributes 14%, and Waymo’s $45B valuation signals future growth. With $95B in liquidity and $75B in free cash flow, Alphabet has the firepower to innovate or acquire strategically. At a 20 P/E ratio, this is a rare opportunity to own a resilient tech giant at a discount.

I opened 0.00196 share(s) $Microsoft(MSFT)$  ,I increased my position in Microsoft (MSFT) due to its impressive financial strength and diversified growth engines. In Q3 FY2025 alone, the company generated over $70 billion in revenue across cloud, gaming, LinkedIn, and AI. With nearly $94 billion in cash from operations and $80 billion in liquidity, Microsoft continues to reward shareholders—returning $18 billion in dividends and buying back $14 billion in stock. Its 10% dividend hike and a new $60 billion buyback plan reinforce my confidence in its long-term shareholder value strategy.

I opened 0.00308 share(s) $Tesla Motors(TSLA)$  ,Despite recent negative headlines and delivery concerns, I added to my Tesla position, recognizing the 24% rebound over the past three months as a sign of investor confidence in Elon Musk’s long-term vision. The real story isn’t just EV sales—it’s Tesla’s disruptive potential in autonomous transport. JR Research, once a skeptic, now sees Tesla’s robotaxi ambitions as the main valuation driver. With scalable infrastructure and neural net advantages, Tesla could dominate the future of mobility. I’m aligning with this bullish shift toward the company’s next big chapter.

Market Overview Global markets ended mixed on July 16, 2025, with US equities posting modest gains after President Trump denied plans to fire Federal Reserve Chair Jerome Powell. This reassurance helped stabilize investor sentiment, though European and Asian markets remained subdued amid lingering uncertainty over central bank policy and economic stimulus prospects. US Market: Relief Rally on Fed Stability US stocks closed higher as markets welcomed President Trump's denial of any intent to remove Fed Chair Powell. The Dow Jones Industrial Average $DJIA(.DJI)$  rose 231.49 points (+0.5%) to 44,254.78, while the S&P 500 $S&P 500(.SPX)$  </

I opened 0.00314 share(s) $Tesla Motors(TSLA)$  ,I’ve made an additional investment in Tesla, backing the stock's recent 24% rebound over the past three months. Despite short-term delivery concerns, I’m aligning with JR Research’s bullish shift—Tesla’s true upside lies in its robotaxi vision. Unlike Waymo, Tesla’s scalable end-to-end neural network and massive EV fleet give it a strong edge. If Tesla captures even 30% of this future market, operating income could surge up to 53% by 2030. This isn’t just about EVs anymore—it’s about leading the future of autonomous transport.

I opened 0.00198 share(s) $Microsoft(MSFT)$  ,I added to my Microsoft position, confident in its diverse revenue engines—spanning Azure, Xbox, LinkedIn, Windows, and AI. In just nine months of fiscal 2025, MSFT generated nearly $94B in operating cash flow. Despite returning over $32B to shareholders via dividends and buybacks, it still holds a war chest of nearly $80B. This financial strength fuels continued shareholder rewards, including a 10% dividend hike and a $60B buyback plan. Microsoft's balance of growth, profitability, and capital returns makes it a long-term compounder.

I opened 0.00541 share(s) $Alphabet(GOOG)$  ,I added to my position in GOOG as Alphabet looks increasingly undervalued despite its AI stumble. While ChatGPT shook the dominance of Google Search, Alphabet’s pivot beyond ads is already underway—ad revenue dropped to 74% in Q1 2025. Google Cloud now drives 14% of revenue, and Waymo’s $45B valuation hints at massive future upside. Backed by $95B in liquidity and $75B in trailing free cash flow, Alphabet can outspend and outinnovate most rivals. At a 20 P/E, this is a rare chance to own a future-proofed tech titan at a fair price.

I opened 0.00534 share(s) $Dover(DOV)$  ,I added to my position in Dover Corporation (DOV) following its strategic acquisition of ipp Pump Products GmbH, now part of the PSG unit. ipp’s specialized sanitary pump technologies strengthen Dover’s footprint in high-growth, high-margin hygienic applications across food, cosmetics, and pharma sectors. The move not only diversifies DOV’s offerings but also enhances its value proposition in mission-critical processing markets. This acquisition aligns with Dover’s long-term growth strategy and reinforces its leadership in the Pumps & Process Solutions segment.

I opened 0.0083 share(s) $Walt Disney(DIS)$  ,I’ve added to my position in Disney despite it trading around $120—about 20% above its estimated intrinsic value of $102.53. While the stock appears overvalued on paper, the recent price momentum and 28% forecasted profit growth over the next few years offer compelling upside. Disney’s high beta means price swings are likely, and I’ll be watching closely for pullbacks to accumulate further. With long-term growth potential and improved cash flow prospects, I’m positioning early while keeping room for more strategic entries.

I opened 0.01358 share(s) $DuPont de Nemours Inc(DD)$  ,I added to my position in DuPont (DD) following Citi analyst Patrick Cunningham's bullish outlook and a 90-day "catalyst watch" ahead of its Q2 earnings. With EPS expected to rise to $1.06 and continued strength in semiconductors, electronics, healthcare, and water, DuPont looks set for another solid quarter. I'm also optimistic about the upcoming electronics business spinoff, which could unlock shareholder value and renew investor interest in the company’s long-term strategy. The $85 price target reinforces my confidence in near-term upside.

I opened 0.04063 share(s) $Coterra Energy Inc.(CTRA)$  ,I recently increased my position in Coterra Energy (CTRA), drawn by its rare blend of deep value and strong fundamentals. With a dividend yield of 3.41%, a low forward P/E of 8.2, and a robust 16.5% five-year dividend CAGR, CTRA stands out among defensive plays. Its projected 6.2% revenue growth through 2027 further underscores its expansion potential. As market volatility persists, adding a high-quality, out-of-favor dividend stock like CTRA aligns with a contrarian value strategy championed by seasoned analysts like John Buckingham.

I opened 0.00359 share(s) $Broadcom(AVGO)$  ,I added to my AVGO position as Broadcom cements its critical role in the AI infrastructure race. While hyperscalers like Amazon, Alphabet, and Microsoft look to cut dependence on expensive, power-hungry Nvidia chips by developing custom ASICs, Broadcom is the go-to partner to build them. This shift not only enhances Broadcom’s strategic value but also fuels explosive growth—AI chip revenue surged 46% last quarter and is projected to grow another 60%. With exposure across networking and wireless, AVGO offers a powerful blend of growth, diversification, and relevance in AI.

I opened 0.00646 share(s) $Advanced Micro Devices(AMD)$  ,I’ve increased my position in AMD following HSBC’s upgrade to Buy and a dramatic price target hike from $100 to $200. HSBC sees AMD’s MI350 GPU catching up to Nvidia’s Blackwell, with a surprise pricing premium that could drive massive AI revenue growth. Their revised FY2026 forecast of $15.1B in AI sales is 57% above consensus, showing confidence in AMD's accelerating momentum. The potential upside from future MI400 architecture adds to the long-term bullish case, even if it's still early to quantify.