My recent decision to invest further in Google $Alphabet(GOOG)$ is underpinned by a robust analysis of the company's strategic positioning and future growth prospects. Here’s a detailed reflection on why I believe this investment is sound and poised for long-term success. Expansion in Data Centers: Building the Backbone for AI Google is not just another technology company; it is one of the pivotal players in the data center and cloud infrastructure space. The company's recent report highlights significant capital investment into expanding its data center footprint globally. This expansion includes both developed and emerging markets, with substantial investments in the United States, as well as international locations such as Mexi
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$Tesla Motors(TSLA)$ I recently added to my Tesla (TSLA) position, drawn by its strategic expansion beyond electric vehicles into solar energy. Morgan Stanley’s “Equal Weight” rating and $415 price target underscore a constructive long-term outlook, highlighting Tesla’s plan to vertically integrate solar manufacturing. The proposed 100 GW capacity could boost Tesla Energy’s valuation by 35%, while enabling synergies across the energy supply chain. Coupled with Elon Musk’s vision for solar-powered data centers and geopolitical tailwinds, this investment aligns with a growth strategy that leverages Tesla’s unique technological and operational advantages in both energy and mobility.
$NVIDIA(NVDA)$ I recently made an additional investment in NVIDIA Corporation (NASDAQ:NVDA), driven by strong analyst support and robust growth prospects. Goldman Sachs reaffirmed its Buy rating with a $250 price target, implying a potential upside of 31.55% from current levels. The firm expects a beat-and-raise quarter, fueled by favorable supply-demand dynamics, increased demand from non-traditional customers, and continued hyperscaler capex growth through 2027. NVIDIA’s leadership in graphics, compute, and networking solutions, combined with these tailwinds, reinforces my confidence in the stock’s medium-to-long-term appreciation potential. This investment aligns with a strategic focus on high-growth tech innovators.
$Taiwan Semiconductor Manufacturing(TSM)$ I recently increased my position in TSM stock due to its strategic expansion in advanced semiconductor manufacturing. On February 5, Reuters reported that Taiwan Semiconductor Manufacturing Company Limited plans mass production of cutting-edge 3-nanometre chips in Kumamoto, Japan, positioning the country at the forefront of AI and HPC server technology. CEO C.C. Wei highlighted that this fab will boost local economic growth and support Japan’s AI ambitions. With a second fab in Arizona set to start production next year, TSM’s leadership in AI-driven chip technology strengthens its competitive edge, making it a compelling investment for long-term growth.
$Advanced Micro Devices(AMD)$ I added to my AMD position following a strong quarterly performance that reinforced the company’s growth trajectory. Q4 results exceeded expectations across revenue and earnings, highlighting solid execution and sustained demand. Revenue growth of 34% reflects expanding momentum, particularly in the data center segment, where EPYC processors and Instinct GPU shipments continue to gain adoption amid rising AI and cloud demand. Meanwhile, the PC segment also delivered stronger-than-expected recovery. The combination of accelerating data center growth, improving profitability, and positive forward guidance supports my conviction in AMD’s long-term competitive positioning and earnings expansion potential.
$Amazon.com(AMZN)$ I added to my AMZN position following the market’s cautious reaction to its Q4 2025 results and UBS’s reduced price target. While the higher FY2026 capital expenditure guidance of $200 billion initially surprised investors, I view this as a strategic investment cycle rather than a negative signal. Accelerating spending is closely tied to AI and cloud infrastructure expansion, which supports expectations for AWS growth to rebound sharply to 38% in 2026. With projections indicating sustained mid-30% growth through 2027, the current sentiment-driven weakness presents an attractive opportunity to accumulate shares for long-term growth.
Investment Reflection: Additional Investment in Google (GOOG)
Investment Reflection: Additional Investment in Google (GOOG)
$Alphabet(GOOG)$ The additional investment in GOOG stock aligns with a long-term growth strategy, capitalizing on Google's proactive steps in the AR/XR domain. These strategic moves, combined with Google's track record of innovation and market leadership, reinforce the potential for substantial returns on this investment.
$Advanced Micro Devices(AMD)$ I recently added to my position in Advanced Micro Devices (NASDAQ:AMD) due to its exceptionally strong Q4 performance and forward guidance. Revenue jumped 34% year-over-year to $10.3 billion, comfortably above the consensus of $9.7 billion, while adjusted EPS of $1.53 beat expectations by 16%. Growth was broad-based, with the data center segment surging 39% on robust EPYC processor demand and Instinct GPU ramp-up, and PC-related sales up 34%, exceeding estimates. These results demonstrate AMD’s ability to capture market share and maintain strong profitability, making it a compelling investment for both near-term performance and long-term growth potential.
$AI 20250228 26.0 PUT$ I sold a cash-secured put option on AI stock at a $26 strike price, seeing strong potential in C3.ai’s enterprise AI solutions. The company’s recent partnership with McKinsey’s QuantumBlack enhances its ability to drive AI adoption at scale, offering businesses faster and more effective AI transformations. This collaboration strengthens C3.ai’s market position and could accelerate growth. Selling the put allows me to collect premium while potentially acquiring shares at a discount if assigned, aligning with my bullish long-term outlook on AI-driven enterprise solutions.
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