$Taiwan Semiconductor Manufacturing(TSM)$ I made an additional investment in TSM stock, driven by strong institutional support and long-term growth potential. Morgan Stanley highlighted TSM as one of the two chip equipment stocks it is most constructive on, emphasizing the ongoing robust demand for AI semiconductors, with processor names dominating index weighting. This underscores TSM’s critical role in powering the expanding AI compute ecosystem. Additionally, Bank of America Securities reaffirmed a Buy rating with a $390 price target, reinforcing confidence in TSM’s growth trajectory. This combination of strong market positioning and analyst backing makes TSM an attractive addition to my portfolio.

$Tesla Motors(TSLA)$ I made an additional investment in Tesla stock, driven by the company’s recent progress in autonomous vehicle technology. Goldman Sachs reaffirmed a Neutral rating with a $400 price target, highlighting cautious optimism amid competitive and execution risks. Notably, Tesla has begun robotaxi testing in Austin without safety monitors, signaling a significant milestone in its self-driving development. This bold move reflects Tesla’s commitment to advancing autonomous mobility, which could reshape future revenue streams. While risks remain, the strategic innovation and technological leadership underpin my decision to increase exposure to Tesla at this stage.

$Oracle(ORCL)$ I made an additional investment in Oracle (ORCL) based on strong fundamentals and favorable analyst sentiment. Citizens recently maintained a “Market Outperform” rating with a $342 price target, highlighting confidence in Oracle’s cloud business model, contract economics, and funding structure. While media coverage has focused on rising debt costs and OCI business model complexity, Citizens emphasizes that Oracle’s long-term contracts remain highly valuable and the company can still finance projects efficiently. This reinforces my conviction that Oracle’s cloud growth and solid financial management provide an attractive risk-reward opportunity for long-term investors.

$NVIDIA(NVDA)$ I made an additional investment in Nvidia (NVDA) based on its accelerating AI growth strategy in China. Reuters reported that Nvidia plans to start shipping H200 AI chips to Chinese clients before the Lunar New Year, fulfilling initial orders from existing stock—equivalent to 40,000–80,000 chips. This signals strong demand in a key market. Moreover, Nvidia is preparing to expand production capacity, with new orders opening in Q2 2026. These developments highlight Nvidia’s leadership in AI hardware, global market expansion, and long-term growth potential, making it a compelling addition to my portfolio.

$Microsoft(MSFT)$ I made an additional investment in Microsoft stock, confident in its long-term growth trajectory. Despite market skepticism, I see significant upside in the Azure cloud platform, which remains underestimated by the Street. With AI adoption accelerating, Microsoft is uniquely positioned to capitalize on enterprise AI deployments, setting the stage for meaningful revenue expansion. Under Satya Nadella’s leadership, the company is entering a pivotal phase where AI-driven innovation could redefine its growth profile. This combination of strong fundamentals, cloud dominance, and strategic AI positioning makes Microsoft one of my top large-cap tech holdings for the year ahead.

$Alphabet(GOOG)$ I made an additional investment in GOOG stock, driven by strong fundamentals and positive analyst sentiment. On December 16, BMO Capital raised its price target from $340 to $343 while maintaining an “Outperform” rating, highlighting confidence in Google Cloud’s growth and long-term AI monetization. Insights from former AWS employees, including one with visibility into over $4.7B of annual cloud spending, reinforced the optimism. Following these checks, BMO raised Google Cloud growth estimates to 39–40%, up from 38%. This combination of robust cloud acceleration and AI potential supports further upside, making GOOG a compelling addition to my portfolio.

$Broadcom(AVGO)$ I’ve made an additional investment in Broadcom Inc. (NASDAQ: AVGO) based on its remarkable consistency in outperforming the broader market. AVGO has been on a six-year streak of outperformance, with the last underperformance in 2019 being marginal. So far in 2025, the stock has surged over 42%, demonstrating strong momentum and resilience. Long-term investors have historically been well-rewarded, and with Broadcom’s solid fundamentals and market position, I see continued potential for growth. This investment aligns with a strategy focused on reliable, high-performing tech leaders.

$Amazon.com(AMZN)$ I made an additional investment in AMZN stock following BMO Capital’s recent upgrade. The firm raised its price target to $304 with an Outperform rating, citing strong momentum in cloud adoption and growing enterprise AI demand. Feedback from former AWS executives indicates that cloud commitments are intensifying, and developers are increasingly favoring the Claude model. With enterprise AI projected to scale significantly by 2027, BMO Capital also raised its assumed AWS growth rate from 23% to 24%. This reinforces AMZN’s long-term growth potential, making it an attractive opportunity to expand my position.

$Advanced Micro Devices(AMD)$ I made an additional investment in AMD stock to capitalize on the long-term growth potential of AI-driven infrastructure. Despite Bank of America lowering AMD’s price target to $260, they maintained a Buy rating, reflecting confidence in the company’s positioning within the AI semiconductor space. BofA notes that 2026 marks a pivotal point in a decade-long transition toward AI-optimized IT infrastructure. While near-term volatility may arise from scrutiny of AI returns and hyperscaler spending, AMD stands to benefit from the expansion of AI factories and large language model development, supporting strong medium- to long-term growth.

$Apple(AAPL)$ I’ve made an additional investment in Apple Inc. (NASDAQ:AAPL) based on strong long-term conviction and bullish analyst sentiment. CNBC’s Jim Cramer continues to champion Apple with his “own it, don’t trade it” philosophy, emphasizing the stock’s resilience regardless of short-term fluctuations. Supporting this view, Morgan Stanley recently raised Apple’s price target from $305 to $315 and maintained an Overweight rating, citing a higher fiscal 2027 earnings estimate of $9.83. While rising memory chip prices may pressure margins slightly, Apple’s robust ecosystem, consistent innovation, and solid earnings growth make it a compelling addition to my portfolio for sustainable long-term returns.

$Apple(AAPL)$ I made an additional investment in Apple (NASDAQ:AAPL) based on strong endorsements from both market commentators and analysts. CNBC’s Cramer continues to champion Apple with his mantra of “own it, don’t trade it,” reflecting confidence in the company’s long-term fundamentals. Supporting this view, Morgan Stanley recently raised its price target to $315, citing higher FY2027 earnings estimates of $9.83. While rising memory chip prices may pressure margins, Apple’s resilient business model, robust product ecosystem, and consistent innovation make it a compelling addition to my portfolio, aligning with a strategy focused on steady, long-term growth.

$Advanced Micro Devices(AMD)$ I made an additional investment in AMD stock, capitalizing on its long-term AI growth potential. Despite Bank of America lowering AMD’s price target to $260 from $300 on December 16, the firm maintained a Buy rating, reflecting confidence in AMD’s positioning. BofA highlights 2026 as the midpoint of a decade-long shift toward AI-optimized IT infrastructure, with near-term volatility expected as investors evaluate AI returns and hyperscaler spending. However, AMD is well-positioned to benefit from the expansion of AI factories and large language model development, making this a strategic investment for the AI-driven future.

$Amazon.com(AMZN)$ I’ve made an additional investment in AMZN stock, driven by strong fundamentals and growth prospects in Amazon Web Services (AWS). BMO Capital recently raised its price target to $304 with an Outperform rating, noting intensifying cloud commitments and a shift among developers toward the Claude model. With enterprise AI projected to scale significantly by 2027, AWS growth assumptions were revised up from 23% to 24%, reflecting Amazon’s leadership in cloud infrastructure and AI adoption. This reinforces my confidence in AMZN’s long-term growth trajectory and its potential to deliver solid returns in the evolving tech landscape.

$Broadcom(AVGO)$ I made an additional investment in Broadcom Inc. (NASDAQ: AVGO) based on its impressive track record of consistent outperformance. The stock has beaten the broader market for five consecutive years and is on pace to continue this streak in 2025, potentially marking six straight years of market-beating returns. Even in years when it slightly lagged, like 2019, the gap was minimal. With AVGO already up over 42% this year, long-term investors continue to be well rewarded, making it an attractive addition to my portfolio for sustained growth and stability.

$Alphabet(GOOG)$ I’ve made an additional investment in GOOG stock, driven by strong confidence in its cloud and AI growth trajectory. On December 16, BMO Capital raised its price target to $343 from $340, maintaining an “Outperform” rating. Their optimism follows expert checks with former AWS employees, including one with direct insight into over $4.7B of annual cloud spending. These insights prompted BMO to revise Google Cloud’s growth estimates to 39–40%, up from 38%. With cloud acceleration and AI monetization on the rise, GOOG remains well-positioned for long-term growth, making this an opportune time to increase exposure.

$Microsoft(MSFT)$ I’ve made an additional investment in Microsoft, driven by strong conviction in its AI and cloud growth trajectory. Despite skepticism from the Street, we believe Azure’s expansion and the impending AI-driven shift in Redmond position Microsoft as a standout large-cap tech opportunity heading into 2026. Satya Nadella and his team are poised to demonstrate the company’s leadership in enterprise AI, capitalizing on strategic deployments across industries. This combination of robust cloud infrastructure and AI innovation makes Microsoft one of the most compelling tech investments for the coming year.

$NVIDIA(NVDA)$ I made an additional investment in Nvidia (NVDA) as the company is set to ship its H200 AI chips to China before the Lunar New Year, fulfilling initial orders from existing stock. This move signals strong demand from Chinese clients, with shipments estimated at 40,000–80,000 chips. Nvidia’s plan to expand production capacity and open new orders in Q2 2026 further underscores its long-term growth in the AI sector. The combination of immediate sales momentum and strategic capacity expansion strengthens my confidence in Nvidia’s continued leadership in the AI semiconductor market.

$Oracle(ORCL)$ I’ve made an additional investment in Oracle (ORCL) based on strong long-term fundamentals. Citizens recently reaffirmed a “Market Outperform” rating with a $342 price target, citing confidence in Oracle’s cloud business model, contract economics, and funding structure. While media attention has focused on rising debt insurance costs and some investor confusion around OCI, Citizens emphasizes the value of Oracle’s long-term contracts and efficient project financing. I see this as an opportunity to benefit from sustained cloud growth and robust contract structures, despite short-term noise around debt metrics and market perception.

$Tesla Motors(TSLA)$ I’ve made an additional investment in Tesla (TSLA) following promising developments in its autonomous technology. Goldman Sachs maintains a Neutral rating with a $400 price target, reflecting measured optimism. Notably, Tesla has begun testing robotaxi rides in Austin without safety monitors, signaling significant progress in real-world autonomous deployment. While execution and competition risks remain, this milestone demonstrates Tesla’s continued leadership in self-driving technology. The move aligns with a long-term vision for autonomous mobility, positioning Tesla to potentially transform transportation and capture future market opportunities in the robotaxi sector

$Taiwan Semiconductor Manufacturing(TSM)$ I made an additional investment in TSM stock due to strong analyst support and growth prospects in AI semiconductors. Reuters reported that Morgan Stanley is highly constructive on TSM, highlighting the ongoing robust demand for compute power. Bank of America Securities also reaffirmed a Buy rating with a $390 price target. With TSM leading in advanced chip manufacturing and positioned to benefit from the AI-driven surge in semiconductor demand, this investment aligns with a strategy focused on long-term growth in high-performance computing.