$Taiwan Semiconductor Manufacturing(TSM)$ I made an additional investment in TSM stock based on strong fundamental momentum and positive analyst outlook. Bernstein SocGen Group reaffirmed its “Outperform” rating with a $330 price target, noting 4Q25 revenue is tracking ahead of guidance and consensus. November sales reached NT$343.61 billion ($11B), down 6.5% from October but up 24.5% year-over-year. Combined October and November revenue of NT$711 billion already accounts for 71% of 4Q25 guidance, positioning TSM in the upper historical range of 65–72%. This robust performance supports confidence in the company’s growth trajectory and justifies additional investment.

$Tesla Motors(TSLA)$ I’ve added to my Tesla position, motivated by growing confidence in the company’s Full Self Driving (FSD) technology. On December 9, Piper Sandler reiterated an “Overweight” rating with a $500 price target, highlighting Tesla’s strides toward unsupervised FSD—where drivers could potentially rely on the system without intervention. Data from the FSD Community Tracker shows notable performance improvements, reinforcing market optimism. With Tesla making tangible progress in autonomous driving, investor interest is likely to rise, supporting the stock’s upside potential. This aligns with my strategy to capitalize on innovation-driven growth in leading EV companies.

$Oracle(ORCL)$ I made an additional investment in Oracle stock, viewing the recent dip as a strategic entry point. While Oracle reported a “lackluster print,” with only a modest 15% quarter-over-quarter improvement in RPO growth, the market focused on its ambitious capital expenditure plans. The company raised fiscal year 2026 capex guidance by $15 billion, totaling $50 billion, signaling aggressive data center expansion. Management reassures investors that Oracle is committed to maintaining an investment-grade credit rating and has multiple funding options. This disciplined growth approach, combined with strong fundamentals, makes the current pullback an attractive long-term opportunity.

$NVIDIA(NVDA)$ I made an additional investment in NVIDIA (NVDA) following the U.S. approval of H200 processor exports to China, albeit with a 25% fee. This move represents a strategic compromise that balances national security concerns with commercial opportunities, avoiding the full ban many feared. While Nvidia’s Blackwell chips remain restricted, the decision still opens a meaningful revenue channel in China and helps sustain its leadership in AI semiconductors. With global AI demand accelerating and regulatory uncertainty partially eased, this development strengthens Nvidia’s growth outlook and reinforces confidence in its long-term market dominance.

$Microsoft(MSFT)$ I made an additional investment in Microsoft (NASDAQ: MSFT) driven by its bold global AI expansion strategy. On December 9, 2025, Microsoft announced a $23 billion investment plan, with $17.5 billion dedicated to India—the largest in Asia. This four-year initiative, starting in 2026, includes building the country’s largest cloud computing presence, a new hyperscale data center in Hyderabad, and expansions in Chennai and Pune. Coupled with doubling its commitment to train 20 million Indians in AI skills by 2030, Microsoft is strategically positioning itself at the forefront of AI adoption, signaling strong long-term growth potential.

$Alphabet(GOOG)$ I made an additional investment in GOOG stock, driven by strong confidence in Alphabet’s long-term growth trajectory. Citizens recently reaffirmed a “Market Outperform” rating with a $340 price target, citing Waymo’s robust positioning after its 1Q25 earnings call. CEO Sundar Pichai’s emphasis on the “optionality around personal ownership” signals Alphabet’s ability to leverage its technological edge and distribution network to create durable business moats. Licensing Waymo’s autonomous vehicle technology to automakers can expand ride-sharing supply, enhance distribution, and lower production costs through OEM partnerships, reinforcing Alphabet’s competitive advantage and growth potential in the AV market

$Broadcom(AVGO)$ I made an additional investment in AVGO following Rosenblatt analyst Kevin Cassidy’s recent reaffirmation of a “Buy” rating and increase of the price target from $400 to $440. This outlook highlights Broadcom’s strong growth potential driven by accelerating shipments of TPU and growing traction with XPU technologies, which are critical for AI and high-performance computing. The firm also expects revenue upside from the networking segment as data center expansion continues. With these infrastructure tailwinds and solid earnings prospects, AVGO presents a compelling opportunity for investors seeking exposure to semiconductor growth and AI-driven demand. 

$Amazon.com(AMZN)$ I’ve made an additional investment in AMZN stock, driven by strong growth prospects highlighted by TD Cowen. The firm identifies three key 2026 drivers: accelerating AWS revenue, robust eCommerce and advertising momentum, and ongoing operating margin expansion. AWS growth is particularly compelling, expected to accelerate in 4Q25 and beyond, fueled by Core and AI workload demand and increased AI infrastructure capacity. Coupled with Amazon’s solid digital commerce and ad business, these factors suggest sustained top-line and margin improvement, reinforcing my confidence in AMZN as a strategic growth investment with both near-term catalysts and long-term upside potential.

$Advanced Micro Devices(AMD)$ I’ve added to my AMD position based on its strong growth outlook and solid analyst support. Advanced Micro Devices, Inc. (NASDAQ:AMD) remains one of the fastest-growing semiconductor stocks, with more than 80% of analysts rating it a Buy or equivalent. Bank of America Securities recently reaffirmed its Buy rating with a $300 price target, reflecting confidence in AMD’s continued performance. With a consensus 1-year median price target of $290, the stock presents an upside potential exceeding 33%, making it an attractive addition to my portfolio for both growth and market momentum.

$Apple(AAPL)$ I made an additional investment in Apple stock due to its consistent revenue growth and long-term resilience, despite near-term headwinds. UBS analyst David Vogt recently maintained a Neutral rating with a $280 price target, highlighting slower App Store growth and challenging December comparisons, even with a favorable FX environment. Sensor Tower data shows Apple’s App Store revenue rose approximately 6% in November, following gains of 7% in October and 9% in September. On a currency-neutral basis, growth was around 5% year-over-year, reflecting solid underlying performance. While December faces a 12% comparison hurdle, slightly lower than previous months, Apple’s strong ecosystem and consistent monetization support continued

$Apple(AAPL)$ I made an additional investment in Apple (AAPL) stock based on its steady App Store performance and resilient growth despite macro and seasonal headwinds. UBS analyst David Vogt maintains a Neutral rating with a $280 price target, citing slowing App Store momentum and tough December comps. Nevertheless, November App Store revenue grew an estimated 6% on a reported basis and 5% on a FX-neutral basis, signaling consistent user engagement. With December’s 12% comparison hurdle being more manageable than prior months, I see this as an opportunity to capitalize on Apple’s ongoing digital ecosystem strength.

$Advanced Micro Devices(AMD)$ I made an additional investment in AMD stock, drawn by its strong growth trajectory in the semiconductor sector. Bank of America Securities analyst Vivek Arya recently reaffirmed a Buy rating with a $300 price target, highlighting continued confidence in the company’s fundamentals. With over 80% of analysts rating AMD as Buy or equivalent and a consensus one-year median price target of $290, the stock presents more than 33% upside potential. This combination of robust analyst support and significant growth prospects reinforces my conviction in adding to my AMD position.

$Amazon.com(AMZN)$ I made an additional investment in AMZN stock, driven by strong long-term growth catalysts highlighted by TD Cowen. Amazon’s AWS segment is expected to accelerate revenue growth into 2026 and 2027, fueled by increasing demand for core and AI workloads and expansion of AI infrastructure. Alongside this, eCommerce and advertising momentum are poised to continue, while operating margins are projected to expand further. These combined factors create a compelling growth profile, positioning Amazon to capture both cloud and digital commerce opportunities, making it an attractive investment for sustainable returns in the coming years.

$Broadcom(AVGO)$ I made an additional investment in AVGO stock following Rosenblatt analyst Kevin Cassidy’s recent upgrade of the price target from $400 to $440, while maintaining a “Buy” rating. The bullish outlook is supported by strong growth in TPU and XPU adoption, which is expected to drive earnings above estimates. Broadcom’s networking business is also positioned to benefit from expanding data center infrastructure, adding further revenue potential. With multiple growth levers in both AI hardware and networking, this investment aligns with a strategy to capture upside from technology-driven infrastructure trends and accelerating demand.

$Alphabet(GOOG)$ I made an additional investment in GOOG stock based on strong fundamentals and strategic growth prospects. Citizens recently reiterated a “Market Outperform” rating with a $340 price target, reflecting confidence in Waymo’s long-term positioning. CEO Sundar Pichai’s focus on “optionality around personal ownership” highlights Alphabet’s ability to leverage its technology and distribution to maintain competitive moats. Additionally, licensing Waymo’s AV technology to automakers supports supply expansion for ride-sharing networks, strengthens distribution channels, and reduces production costs through OEM partnerships. These factors reinforce Alphabet’s innovation-led growth and solidify its leadership in the autonomous mobility

$Microsoft(MSFT)$ I’ve made an additional investment in Microsoft (MSFT) as the company accelerates its global AI ambitions with a massive $23 billion investment plan announced on December 9, 2025. Notably, $17.5 billion will be deployed in India, marking Microsoft’s largest commitment in Asia. This four-year initiative, starting in 2026, includes building the country’s largest cloud infrastructure, featuring a hyperscale data center in Hyderabad and expansions in Chennai and Pune. By doubling its pledge to train 20 million Indians in AI skills by 2030, Microsoft is strategically positioning itself at the forefront of India’s AI-first future, reinforcing long-term growth potential.

$NVIDIA(NVDA)$ I made an additional investment in NVIDIA (NASDAQ: NVDA) following the U.S. approval of H200 processor exports to China, albeit with a 25% fee. This move represents a strategic compromise, balancing national security concerns with commercial opportunities. While exports of the flagship Blackwell chips remain restricted, allowing H200 sales prevents a complete market shutdown and curbs Huawei’s potential dominance in AI chips. This decision preserves NVIDIA’s foothold in China, supports ongoing revenue growth, and reinforces its leadership in AI hardware, making it a timely and strategic investment in the current geopolitical and tech landscape.

$Oracle(ORCL)$ I made an additional investment in Oracle despite a recent “lackluster print,” where modest RPO growth of 15% quarter-over-quarter was overshadowed by significantly higher-than-expected capital expenditure plans. Oracle’s guidance for fiscal year 2026 now reflects $50 billion in spending, up $15 billion, raising questions about funding for its data center expansion. However, management’s commitment to maintaining an investment-grade credit rating and their assertion of multiple funding options provide reassurance. This investment reflects confidence in Oracle’s long-term growth strategy and its ability to balance aggressive expansion with financial discipline.

$Tesla Motors(TSLA)$ I made an additional investment in Tesla (TSLA) stock, driven by strong analyst confidence and technological progress. On December 9, Piper Sandler’s Alexander Potter reiterated an “Overweight” rating with a $500 price target, highlighting Tesla’s significant strides in Full Self-Driving (FSD) technology. The firm believes Tesla is nearing unsupervised FSD, potentially allowing drivers to operate without intervention. Data from the FSD Community Tracker shows sharp improvements in system performance, signaling growing adoption and investor interest. With both technological leadership and positive market sentiment, Tesla presents a compelling opportunity for growth in the coming months.

$Taiwan Semiconductor Manufacturing(TSM)$ I added to my TSM position as the company’s momentum continues to outpace expectations. Bernstein SocGen reaffirmed its “Outperform” rating with a $330 target, citing 4Q25 revenue tracking ahead of guidance and consensus. November revenue rose 24.5% year-on-year, and combined October–November sales reached 71% of the quarter’s guidance mid-point—near the upper end of historical trends. These indicators suggest strong demand and solid execution, reinforcing confidence in TSM’s growth trajectory.