To The Moon

I opened 0.23649 share(s) $Apple(AAPL)$  ,I made an additional investment in Apple stock, supported by Evercore’s positive outlook and $250 price target. Despite ongoing geopolitical tensions, Apple’s diversified production footprint—expanding into Vietnam and India—acts as a buffer against targeted tariffs. With 35% of U.S. iPad and iPhone demand potentially met from India, and nearly half of wearables and Macs supported by Vietnam, Apple’s resilience is clear. This flexibility, combined with its scale, positions Apple well for long-term growth, making it an attractive investment amidst the uncertainty.

I opened 0.30043 share(s) $Alphabet(GOOG)$  ,I made an additional investment in GOOG stock despite the ongoing antitrust case, believing that Google’s long-term prospects remain strong. While the U.S. Department of Justice pushes for a breakup of its search dominance, Google’s AI innovations and substantial market presence continue to offer substantial upside. The upcoming testimony and scrutiny might create volatility, but I see this as a short-term challenge. Google’s leadership in AI and search innovation should allow it to navigate regulatory hurdles and maintain significant growth potential over the coming years.

I opened 0.12674 share(s) $Microsoft(MSFT)$  ,I made an additional investment in Microsoft, despite the recent downgrade by KeyBanc analysts. While the uncertainty around AI demand and monetization is noted, I believe Microsoft's massive investments in AI and Azure cloud computing position it well for long-term growth. As AI continues to evolve, Microsoft's strong software ecosystem, coupled with its cloud dominance, should drive substantial future earnings. Short-term margin pressures are likely temporary, and the company’s strategic investments in cutting-edge technologies make it a solid choice for sustained growth in the tech sector.

I opened 0.00257 share(s) $Microsoft(MSFT)$  ,I made an additional investment in Microsoft, viewing its long-term AI and cloud strategy as promising despite short-term concerns. While KeyBanc analysts downgraded MSFT, citing uncertainty around AI demand and monetization, Microsoft’s massive investments in AI and Azure position it for significant growth in the coming years. These developments should strengthen its market position, and although capital expenditures may pressure margins in the short term, I believe Microsoft's innovation and leadership in technology will drive sustained value over time. This makes MSFT a compelling addition to my portfolio.

I opened 0.01851 share(s) $iShares Bitcoin Trust(IBIT)$  ,I made an additional investment in IBIT stock as the crypto sector continues to evolve. Several crypto firms are seeking bank charters, which could allow them to operate more like traditional banks, or secure licenses to issue stablecoins. These moves would further integrate crypto into the financial system, potentially unlocking new growth avenues. With this shift towards traditional banking frameworks, I believe IBIT is well-positioned to benefit from the growing convergence between crypto and the banking industry.

I opened 0.006 share(s) $Alphabet(GOOG)$  ,I made an additional investment in GOOG stock, seeing significant long-term potential despite ongoing legal challenges. The trial over Google’s dominance in search and AI could reshape the competitive landscape, with aggressive reforms potentially breaking up parts of its ecosystem. However, Google’s strong defense and vast resources, along with its continued leadership in AI and cloud, make it a resilient player. This moment may be a catalyst, and if the company successfully navigates these hurdles, it stands to benefit greatly in the evolving tech landscape.

I opened 0.00479 share(s) $Apple(AAPL)$  ,I made an additional investment in Apple stock, confident in its resilience despite ongoing geopolitical tensions. Evercore maintains an Outperform rating with a price target of $250, highlighting Apple’s diversified production footprint as a buffer against targeted tariffs. With increasing production in India and Vietnam, Apple is less reliant on China, which ensures continued supply chain flexibility. This strategic diversification, combined with Apple's scale and market dominance, positions the company well for long-term growth, making it a strong investment even amid uncertainty.

I opened 0.0053 share(s) $Broadcom(AVGO)$  ,I made an additional investment in AVGO stock due to its strong positioning in AI and cloud infrastructure. Despite Citi’s revised price target, Broadcom’s collaboration with hyperscalers to develop AI accelerators for massive clusters presents substantial growth potential. AVGO’s solid operating results and optimistic outlook, fueled by its leading position in AI chipsets and expanding software revenues post-VMware acquisition, further reinforce the company’s long-term growth prospects. With favorable market trends in data centers and cloud infrastructure, I believe AVGO is well-positioned for continued success.

I opened 0.01862 share(s) $iShares Bitcoin Trust(IBIT)$  ,I made an additional investment in IBIT stock, as the cryptocurrency sector continues to present potential despite recent volatility. While Bitcoin has seen a 15% dip since inauguration day, the rally at the end of 2024 reflected optimism about potential regulatory changes under Trump’s second presidency. Additionally, the move by major crypto firms like Circle and BitGo to seek bank charters could strengthen the industry’s legitimacy and stability. This growing institutional involvement in crypto is a positive signal for long-term growth, and I believe IBIT stands to benefit from this shift.

I opened 0.00257 share(s) $Microsoft(MSFT)$  ,I made an additional investment in Microsoft, despite a recent miss in Azure revenue growth. The company continues to lead in AI, with AI-related sales growth exceeding expectations and accounting for 13% of Azure's growth. Microsoft’s strong position across segments like Office 365, LinkedIn, Azure, and Windows, combined with improved profitability and tax efficiency, reinforces its long-term potential. While the quarter showed some challenges, Microsoft’s leadership in AI and ongoing digital transformation make it a solid investment for sustained growth.