To The Moon

$Tesla Motors(TSLA)$ I made an additional investment in Tesla stock, driven by its potential strategic synergy with xAI, Elon Musk’s AI company. As xAI expands its AI computing power and develops “truth-seeking” capabilities, Tesla could leverage this technology to enhance its AI-driven vehicles and explore robotics applications. With Musk hinting at a possible stake in xAI, the collaboration could accelerate innovation in physical AI—where AI interacts with the real world, including cars and robots. This integration positions Tesla not just as an automaker, but as a frontier AI-driven technology company, creating long-term growth potential. 

$Apple(AAPL)$ I made an additional investment in Apple (AAPL.US) following its strategic overhaul of the iPhone release cycle. Starting in 2026, Apple will shift to a biannual launch schedule, debuting premium models in fall and entry-level devices in spring, including the first foldable iPhone and a refreshed iPhone Air. This approach aims to reduce operational strain, smooth revenue flow, and enhance competitiveness against rivals like Samsung. The new cadence also supports broader hardware and software updates throughout the year, positioning Apple for sustained innovation and steady growth, making it an attractive long-term investment

$Advanced Micro Devices(AMD)$ I made an additional investment in AMD stock, driven by growing confidence in the company’s AI-driven growth trajectory. CEO Lisa Su highlighted that major hyperscalers are increasing their CapEx as they begin to see tangible returns from AI investments, signaling that the market for AI-related hardware is expanding rapidly. Despite significant spending in the sector, the total addressable market remains in its early stages, making current investments less risky. AMD’s recent 8.5% share jump following an upgrade in long-term growth targets further reinforces the company’s strong positioning in the AI boom.

$Amazon.com(AMZN)$ I made an additional investment in Amazon (AMZN) as the company accelerates its AI-driven growth strategy. Amazon recently unveiled a suite of AI-powered tools, including the Amazon Business Assistant, designed to enhance purchasing efficiency and provide instant account support for organizations and small businesses. Collaborating with Deloitte, Amazon Business and AWS are rolling out industrial manufacturing and utility asset management tools to optimize supply chains and grid reliability. New features like Savings Insights and Spend Anomaly Monitoring further strengthen its business ecosystem, highlighting Amazon’s potential to drive efficiency, reduce costs, and capture long-term enterprise growth.

$Broadcom(AVGO)$ I made an additional investment in AVGO stock, drawn by Broadcom’s remarkable performance and strong growth prospects. The stock has surged 59.3% year-to-date and an impressive 121% over the past year, reflecting robust market confidence. Recent developments, including Broadcom’s expanding footprint in the AI semiconductor sector and high-profile acquisitions, are reshaping its long-term growth narrative. These factors are generating renewed investor interest and enhancing the company’s risk-reward profile. I view this as an opportunity to capitalize on Broadcom’s accelerating momentum and strategic positioning in a rapidly evolving tech landscape.

$Alphabet(GOOG)$ I made an additional investment in GOOG stock, driven by strong catalysts in AI and market sentiment. Anticipation around Google's upcoming Gemini 3.0 release is heightening expectations for the company’s AI positioning, signaling potential growth upside. Wall Street has shifted its view of Alphabet this year, recognizing it as an AI leader rather than a laggard, boosting investor confidence. Additionally, Alphabet’s valuation remains attractive, with a forward P/E around 25x, and Warren Buffett’s recent third-quarter purchase indicates a perceived value opportunity. These factors together make GOOG a compelling addition to my portfolio.

$Microsoft(MSFT)$ I made an additional investment in Microsoft stock due to its sustained strong performance and growth potential. The stock has gained 2.7% in the past week and 21.9% year-to-date, reflecting robust investor confidence. Microsoft’s expanding AI initiatives and strategic cloud partnerships continue to drive market interest, while recent product launches and high-profile collaborations reinforce its innovation edge. Despite broader tech sector volatility, these developments suggest strong fundamentals and growth resilience. This investment aims to capitalize on both near-term momentum and long-term opportunities as Microsoft strengthens its position in AI and cloud markets.

$NVIDIA(NVDA)$ I made an additional investment in Nvidia stock based on its dominant position in the AI sector and strong financial fundamentals. Unlike many AI companies still building infrastructure or services, Nvidia has already established itself as a clear winner. With a double-A credit rating and projected net income exceeding $70 billion this year, the company’s revenue model is robust. CEO Jensen Huang’s guidance on potential Blackwell and Rubin chip sales signals strong, sustained demand. Supply constraints aside, Nvidia’s market insight and proven execution provide a rare combination of growth visibility and reliability, justifying increased exposure.

$Oracle(ORCL)$ I made an additional investment in Oracle (ORCL) due to its growing leadership in AI infrastructure and cloud innovation. The company’s recent collaborations with OpenAI and NVIDIA, alongside new supercomputing initiatives for the U.S. Department of Energy, signal a strong strategic push into high-growth technology sectors. These moves position Oracle to capitalize on expanding demand for AI-driven solutions and enterprise cloud services. With a clear vision for future growth, the company is strengthening its market presence, making it an attractive investment opportunity for those looking to benefit from the AI and cloud revolution.

$Tesla Motors(TSLA)$ I made an additional investment in Tesla stock, driven by the company’s remarkable advancements in its Full Self-Driving (FSD) system. Tesla claims that the FSD experience surpasses human drivers, leveraging over a century’s worth of collective driving data. With billions of real-world miles covering diverse conditions—road types, lighting, weather, traffic scenarios, and geographical regions—Tesla is building an unparalleled autonomous driving capability. This positions the company not only as a leader in electric vehicles but also as a frontrunner in autonomous technology, potentially unlocking massive long-term growth and reinforcing investor confidence in its innovation-driven strategy.