$NVIDIA(NVDA)$ NVIDIA is essential as long as the demand for computing power persists. NVIDIA's new "super-scale inference architecture" chips in 2026 are ahead of competitors. Governments are investing billions in national computing centers, and NVIDIA's CUDA ecosystem is the standard. Although hardware cycles fluctuate, NVIDIA is a "system service provider". It has a monopoly on nearly every path at the intersection of autonomous driving, bionic robots, and quantum computing. It is an investment in the computing foundation of digital civilization.

$Alphabet(GOOG)$ Google, according to the market, was at risk of being replaced, but the integration of its Gemini 3 model in 2026 proved otherwise. It has built a strong presence in Android and Workspace. The price-to-earnings ratio for GOOG is attractive compared to other tech giants. YouTube's short video monetization has surpassed its competitors, and Google Cloud is the second-largest profit engine. Alphabet has high hidden asset value with Waymo's commercialization. The company has a high tolerance for error, and a value trough between basic research and application monetization.

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