To The Moon

$Taiwan Semiconductor Manufacturing(TSM)$ I recently increased my position in Taiwan Semiconductor Manufacturing Company Limited based on its strategic push into advanced 3-nanometre chip production in Kumamoto, Japan. According to recent reports, these chips, essential for high-performance computing and AI servers, will also be produced at TSMC’s second Arizona fab next year. CEO C.C. Wei highlighted that this expansion not only supports Japan’s AI growth but also strengthens the company’s competitive edge. With AI demand accelerating, TSMC is positioned to outperform peers, making this an opportune moment to add exposure to its long-term growth trajectory.

$Taiwan Semiconductor Manufacturing(TSM)$ I have added to my position in TSM based on its strategic expansion into advanced 3-nanometre chip production. The company’s plan to mass-produce these chips in Kumamoto, Japan, positions it at the forefront of high-performance computing and AI server technology. With a second fab in Arizona coming online next year, TSM is accelerating its AI capabilities, which should allow it to outperform peers. CEO C.C. Wei emphasized that this expansion not only supports local economic growth but also lays the groundwork for Japan’s AI ecosystem, reinforcing TSM’s long-term growth potential.

$Tesla Motors(TSLA)$ I recently added to my Tesla (TSLA) position, drawn by its strategic expansion beyond electric vehicles. Morgan Stanley’s “Equal Weight” rating and $415 price target highlight the upside potential in Tesla Energy, especially with the planned 100 GW solar manufacturing capacity. This move reflects a long-term, geopolitically aware strategy, leveraging synergies across energy and technology. Tesla’s vertical integration into solar aligns with Elon Musk’s vision for solar-powered data centers, enhancing both energy valuation and operational footprint. This investment balances growth in EVs with exposure to innovative energy initiatives, positioning for multi-dimensional upside.

$Tesla Motors(TSLA)$ I recently added to my Tesla (TSLA) position, drawn by the company’s strategic expansion beyond electric vehicles. Morgan Stanley’s “Equal Weight” rating, with a $415 price target, highlights Tesla’s ambitious solar plans, including 100 GW of new manufacturing capacity. The move to vertically integrate solar production aligns with Elon Musk’s vision for solar-powered data centers in space, offering potential synergies across the energy supply chain. Analysts see this as a potential 35% uplift to Tesla Energy’s valuation. This long-term strategic outlook reinforces my confidence in Tesla’s growth beyond automotive, making it a compelling addition to my portfolio.

$Oracle(ORCL)$ I added to my position in Oracle due to its strategic $300 billion cloud deal with OpenAI signed in September 2025. Oracle will provide OpenAI with 4.5 gigawatts of computing power annually over five years starting 2027, positioning it at the forefront of AI infrastructure. To support this growth, Oracle plans to raise $45–50 billion in 2026 via a balanced mix of equity and debt, including ~$20 billion in common shares. This capital raise underpins long-term execution while maintaining investment-grade debt, offering a strong foundation for future revenue and AI market expansion.

$Oracle(ORCL)$ I recently added to my position in Oracle (ORCL) due to its strategic partnership with OpenAI. The $300 billion cloud services agreement, starting in 2027, positions Oracle as a key provider of massive computing power—4.5 gigawatts annually—for AI workloads over five years. While Oracle plans to raise $45–50 billion in 2026 via a mix of equity and debt to fund this initiative, the long-term growth potential from supporting AI infrastructure is compelling. This move strengthens Oracle’s enterprise cloud presence and aligns with the accelerating demand for AI services, making it an attractive investment.

$NVIDIA(NVDA)$ I’ve made an additional investment in NVIDIA Corporation following Goldman Sachs’ reaffirmation of its Buy rating with a $250 price target, implying over 31% upside from the current price. The firm anticipates a beat-and-raise quarter, supported by strong industry supply-demand dynamics and rising demand from non-traditional customers. Positive hyperscaler capex revisions extending into 2027 further strengthen NVIDIA’s growth outlook. As a leading California-based computing infrastructure company, NVIDIA’s innovations in graphics, compute, and networking position it well for sustained long-term growth, making this an attractive opportunity to increase exposure in the tech sector.

$NVIDIA(NVDA)$ I’ve added to my position in NVIDIA Corporation (NASDAQ:NVDA) following Goldman Sachs’ reaffirmation of its Buy rating and $250 price target, signaling a 31.55% upside from current levels. The bank highlights NVIDIA’s strong beat-and-raise potential this quarter, driven by favorable supply-demand dynamics, growing adoption from non-traditional customers, and continued hyperscaler capex through 2027. As a leader in graphics, compute, and networking solutions, NVIDIA’s dual-segment business is well-positioned to capture accelerating growth in AI and data center markets. This investment aligns with a long-term strategy targeting high-quality tech innovators with robust secular tailwinds.

$Microsoft(MSFT)$ I have increased my position in Microsoft Corporation (NASDAQ:MSFT) following its recent 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.” The firm’s bullish stance reflects strong fundamentals in cloud computing, enterprise software, and AI integration, positioning Microsoft as a leading hyperscaler and top pick among select vertical software companies. With its robust product ecosystem—spanning Windows, Microsoft 365, Azure, LinkedIn, and Xbox—this investment aligns with my strategy to capture long-term growth in technology and AI-driven enterprise solutions.

$Microsoft(MSFT)$ I recently added to my position in Microsoft (NASDAQ: MSFT), following Piper Sandler’s reaffirmation of an Overweight rating and $600 price target. The firm highlights Microsoft as “perhaps the best pure-play on AI adoption today,” benefiting from a strong macro backdrop for hyperscalers and select vertical software companies. With its leading cloud platform Azure, enterprise software suite, and AI integration across products, Microsoft remains well-positioned for growth. The recent post-earnings pullback provides an attractive entry point, aligning with a long-term strategy to capitalize on AI-driven adoption and the company’s robust ecosystem.