$Apple(AAPL)$ I made an additional investment in Apple Inc. (NASDAQ:AAPL) due to strong fundamentals and encouraging trends in its Services segment. On February 3, Goldman Sachs reaffirmed its Buy rating with a $330 price target, highlighting a 7% YoY acceleration in App Store spending for January 2026, up from 6% in December. Entertainment growth surged from 3% to 10%, offsetting a slight 3% decline in Games. This momentum positions Apple’s Services revenue for continued expansion, making it a compelling long-term play. Despite potential risks from off-app payment adoption, I see sustained innovation and ecosystem strength driving shareholder value.

$Advanced Micro Devices(AMD)$ I added to my position in Advanced Micro Devices Inc. (AMD) after its Q4 results significantly beat expectations. Revenue jumped 34% YoY to $10.3 billion, surpassing the $9.7 billion consensus, while adjusted EPS of $1.53 exceeded estimates by 16%. Growth was broad-based: data center sales soared 39% driven by EPYC processors and Instinct GPUs, and PC-related revenue rose 34%, both outperforming projections. The strong fundamentals, robust guidance, and sustained demand across key segments reinforce AMD’s leadership in high-performance computing, making it an attractive investment for continued growth and long-term value creation.

$Amazon.com(AMZN)$ I recently increased my position in AMZN stock, capitalizing on strong long-term growth potential despite near-term market skepticism. UBS lowered its price target to $301 following Q4 2025 results, citing Amazon’s higher-than-expected FY 2026 capex of $200 billion versus the anticipated $150 billion. While the elevated spending initially concerns some investors, it supports strategic expansion, particularly in Amazon Web Services (AWS). UBS projects AWS growth will accelerate to 38% in 2026, doubling 2025’s 19%, with mid-30% growth sustainable through 2027. This reinforces confidence that AMZN’s aggressive investment today could translate into significant returns tomorrow.

$Broadcom(AVGO)$ I have added to my position in AVGO, reflecting confidence in Broadcom Inc.’s strong positioning in AI and networking. Jefferies maintains a Buy rating with a $500 price target, implying roughly 45% upside. The firm highlights Broadcom’s lead over MediaTek in v8 chips and its continued edge with v9 chips, addressing concerns about the COT business. With Google projected to source 85–90% of its CY27 6 million-unit demand from Broadcom—and potential for higher volumes—the company’s growth trajectory appears robust, supporting a long-term bullish stance on AVGO.

$Alphabet(GOOG)$ I recently added to my position in GOOG based on strong fundamental catalysts highlighted by KeyBanc Capital Markets. The firm raised its price target to $370 and maintained an Overweight rating, citing robust growth across Google Services and Google Cloud. Notably, Search continued expanding in 2025, Cloud backlog jumped nearly 55% QoQ, and Gemini, Alphabet’s AI assistant, now has 750 million monthly active users. With increasing capex supporting long-term growth, GOOG is positioned for earnings-driven upside, making this investment an attractive opportunity in a “revisions rather than multiple expansion” scenario.

$Microsoft(MSFT)$ I’ve added to my position in Microsoft Corporation (NASDAQ:MSFT), taking advantage of the post-earnings pullback. Piper Sandler continues to rate MSFT as Overweight with a $600 price target, highlighting it as “perhaps the best pure-play on AI adoption today.” With strong momentum in cloud computing, enterprise software, and AI-driven solutions, Microsoft remains a leader among hyperscalers and vertical software companies. Its diverse ecosystem, spanning Azure, Microsoft 365, Windows, LinkedIn, and Xbox, provides durable growth and market resilience. This investment aligns with a long-term strategy to capitalize on AI adoption and cloud expansion.

$NVIDIA(NVDA)$ I have increased my position in NVIDIA Corporation (NASDAQ:NVDA) following Goldman Sachs’ reaffirmation of its Buy rating with a $250 price target, implying a potential upside of 31.55% from the current level. The firm expects a beat-and-raise quarter, supported by strong industry supply-demand dynamics and growing demand from non-traditional customers. Positive revisions to hyperscaler capital expenditure through 2027 further strengthen NVIDIA’s growth outlook. As a leading California-based provider of graphics, compute, and networking solutions, NVIDIA’s dual-segment operations in Compute & Networking and Graphics position it well to capitalize on expanding global computing infrastructure.

$Oracle(ORCL)$ I recently increased my position in Oracle due to its landmark partnership with OpenAI. The $300 billion cloud services agreement, starting in 2027, positions Oracle as a key provider of 4.5 gigawatts of annual computing power over five years, reinforcing its dominance in enterprise cloud infrastructure. The company’s planned $45–50 billion 2026 capital raise, through a balanced mix of equity and debt, strengthens its ability to fund this ambitious deal while maintaining financial flexibility. With long-term revenue visibility and strategic alignment with AI growth, Oracle presents a compelling investment opportunity for sustained value creation.

$Tesla Motors(TSLA)$ I recently increased my position in Tesla (TSLA), drawn by its expanding ambitions beyond electric vehicles. Morgan Stanley’s reaffirmation of an “Equal Weight” rating, with a $415 price target, underscores confidence in Tesla’s solar strategy. The firm highlights the potential 35% uplift in Tesla Energy valuation and strategic synergies from vertical integration. With plans to add 100 GW of solar manufacturing and align solar deployment with Elon Musk’s vision for space-based data centers, Tesla demonstrates a long-term, geopolitically aware approach. This positions the company to capitalize on both clean energy growth and technological innovation.

$Taiwan Semiconductor Manufacturing(TSM)$ I added to my position in TSM (Taiwan Semiconductor Manufacturing Company Limited) following their announcement to mass-produce advanced 3-nanometre chips in Kumamoto, Japan. These cutting-edge chips, essential for HPC and AI servers, position Japan as a leader in AI hardware production. CEO C.C. Wei highlighted the fab’s role in supporting Japan’s AI ecosystem and local economic growth. With a second fab in Arizona set to begin production next year, TSM is accelerating its AI strategy, strengthening its competitive edge. This expansion underpins my confidence in TSM’s long-term growth and industry leadership.

$Taiwan Semiconductor Manufacturing(TSM)$ I’ve increased my position in TSM following the company’s strategic move to mass-produce advanced 3-nanometre chips in Kumamoto, Japan. These cutting-edge chips, essential for high-performance computing and AI servers, position Japan at the forefront of AI chip production. With a second fab in Arizona scheduled for next year, TSM is accelerating its AI-driven growth, setting it apart from peers. CEO C.C. Wei emphasized the fab’s role in boosting local economic growth and underpinning Japan’s AI sector. This expansion strengthens TSM’s global leadership in semiconductor innovation and long-term value creation.

$Tesla Motors(TSLA)$ I added to my Tesla (TSLA) position, drawn by its expanding ambitions beyond EVs. Morgan Stanley’s recent “Equal Weight” rating highlights Tesla’s strategic push into solar, with a $415 price target. The planned 100 GW solar manufacturing capacity demonstrates a long-term vision, tapping into evolving geopolitics and rising data center demand. This move could lift Tesla Energy valuation by 35% while creating synergies across its energy supply chain. With vertical integration aligning with Elon Musk’s goal for solar-powered data centers in space, Tesla’s growth potential remains compelling.

$Oracle(ORCL)$ I’ve added to my position in Oracle (ORCL), driven by the strategic $300 billion cloud services deal with OpenAI. Starting in 2027, Oracle will supply OpenAI with 4.5 gigawatts of computing power annually for five years, positioning the company as a critical infrastructure partner in AI. While Oracle plans to raise $45–50 billion in 2026 through a mix of equity and debt to fund this deal, the long-term growth potential from being the backbone of AI operations outweighs near-term dilution concerns. This reinforces Oracle’s role in the evolving AI landscape.

$NVIDIA(NVDA)$ I added to my position in NVIDIA Corporation (NASDAQ:NVDA), driven by strong bullish signals from Goldman Sachs, which reaffirmed its Buy rating with a $250 price target—implying over 31% upside from current levels. The bank expects NVDA to deliver a beat-and-raise quarter, underpinned by robust supply-demand dynamics and growing confidence from non-traditional customers. Hyperscaler capex revisions through 2027 further support sustained growth. As a leader in graphics, compute, and networking solutions, NVIDIA’s dual-segment model positions it well to capture long-term demand in both gaming and enterprise infrastructure markets, making this an opportune time to expand exposure.

$Microsoft(MSFT)$ I recently increased my position in Microsoft Corporation (NASDAQ:MSFT) following its post-earnings pullback. Piper Sandler maintains an Overweight rating with a $600 price target, highlighting Microsoft as “perhaps the best pure-play on AI adoption today.” With strong fundamentals across Azure, Microsoft 365, and LinkedIn, the company continues to benefit from secular growth in cloud computing and enterprise software. The supportive environment for hyperscalers and select vertical software companies reinforces my confidence. Microsoft remains a top pick for exposure to AI innovation, cloud expansion, and long-term digital transformation trends, making it a strategic addition to my portfolio.

$Alphabet(GOOG)$ I added to my position in Alphabet Inc. (GOOGL), following KeyBanc Capital Markets’ bullish outlook. The firm raised its price target to $370, citing strong growth in Google Services and Cloud, supported by increased capex. Notably, Search expanded in 2025, and Cloud backlog jumped nearly 55% QoQ, with Gemini reaching 750 million monthly active users. KeyBanc emphasizes that Alphabet’s upside is driven by earnings growth rather than multiple expansion, making it a solid long-term growth play. With robust segment performance and strategic investments, this stock aligns with my portfolio’s growth objectives.

$Broadcom(AVGO)$ I made an additional investment in AVGO stock, driven by its strong growth potential in AI and networking. Jefferies maintains a Buy rating with a $500 price target, implying roughly 45% upside. The firm highlights Broadcom’s leadership in custom on-package (COT) solutions, noting it is well ahead of MediaTek on v8 chips and poised to extend that advantage with v9 chips. With Google expected to source 85-90% of its projected 6 million CY27 units from Broadcom, there’s significant room for growth. This combination of technological edge and expanding customer demand reinforces my confidence in AVGO’s long-term upside.

$Amazon.com(AMZN)$ I added to my position in AMZN following its Q4 2025 results. Despite UBS lowering the price target to $301 from $311, Amazon’s aggressive FY 2026 capital expenditure guidance of $200 billion signals a strong growth push, particularly for Amazon Web Services (AWS). UBS projects AWS growth to jump to 38% in 2026, up from 19% in 2025, and expects mid-30% growth to continue if spending remains elevated through 2027. This long-term expansion potential in cloud services outweighs short-term market concerns, making AMZN an attractive investment for sustained growth and strategic positioning.