I opened 0.00475 share(s) $Apple(AAPL)$  ,I made an additional investment in Apple ahead of its fiscal Q2 2025 earnings report on May 1. Wall Street expects earnings of $1.60 per share, up 5% year-over-year. Apple has beaten analyst estimates for four straight quarters, driven by resilient iPhone sales, strong momentum in its high-margin Services segment, and disciplined cost management. With a proven track record of outperforming expectations and solid fundamentals, I believe Apple is well-positioned to deliver another strong quarter and continue its long-term growth trajectory.

I opened 0.23649 share(s) $Apple(AAPL)$  ,I made an additional investment in Apple stock, supported by Evercore’s positive outlook and $250 price target. Despite ongoing geopolitical tensions, Apple’s diversified production footprint—expanding into Vietnam and India—acts as a buffer against targeted tariffs. With 35% of U.S. iPad and iPhone demand potentially met from India, and nearly half of wearables and Macs supported by Vietnam, Apple’s resilience is clear. This flexibility, combined with its scale, positions Apple well for long-term growth, making it an attractive investment amidst the uncertainty.

I opened 0.30043 share(s) $Alphabet(GOOG)$  ,I made an additional investment in GOOG stock despite the ongoing antitrust case, believing that Google’s long-term prospects remain strong. While the U.S. Department of Justice pushes for a breakup of its search dominance, Google’s AI innovations and substantial market presence continue to offer substantial upside. The upcoming testimony and scrutiny might create volatility, but I see this as a short-term challenge. Google’s leadership in AI and search innovation should allow it to navigate regulatory hurdles and maintain significant growth potential over the coming years.

I opened 0.12674 share(s) $Microsoft(MSFT)$  ,I made an additional investment in Microsoft, despite the recent downgrade by KeyBanc analysts. While the uncertainty around AI demand and monetization is noted, I believe Microsoft's massive investments in AI and Azure cloud computing position it well for long-term growth. As AI continues to evolve, Microsoft's strong software ecosystem, coupled with its cloud dominance, should drive substantial future earnings. Short-term margin pressures are likely temporary, and the company’s strategic investments in cutting-edge technologies make it a solid choice for sustained growth in the tech sector.

I opened 0.00257 share(s) $Microsoft(MSFT)$  ,I made an additional investment in Microsoft, viewing its long-term AI and cloud strategy as promising despite short-term concerns. While KeyBanc analysts downgraded MSFT, citing uncertainty around AI demand and monetization, Microsoft’s massive investments in AI and Azure position it for significant growth in the coming years. These developments should strengthen its market position, and although capital expenditures may pressure margins in the short term, I believe Microsoft's innovation and leadership in technology will drive sustained value over time. This makes MSFT a compelling addition to my portfolio.

I opened 0.01851 share(s) $iShares Bitcoin Trust(IBIT)$  ,I made an additional investment in IBIT stock as the crypto sector continues to evolve. Several crypto firms are seeking bank charters, which could allow them to operate more like traditional banks, or secure licenses to issue stablecoins. These moves would further integrate crypto into the financial system, potentially unlocking new growth avenues. With this shift towards traditional banking frameworks, I believe IBIT is well-positioned to benefit from the growing convergence between crypto and the banking industry.

I opened 0.006 share(s) $Alphabet(GOOG)$  ,I made an additional investment in GOOG stock, seeing significant long-term potential despite ongoing legal challenges. The trial over Google’s dominance in search and AI could reshape the competitive landscape, with aggressive reforms potentially breaking up parts of its ecosystem. However, Google’s strong defense and vast resources, along with its continued leadership in AI and cloud, make it a resilient player. This moment may be a catalyst, and if the company successfully navigates these hurdles, it stands to benefit greatly in the evolving tech landscape.

I opened 0.00479 share(s) $Apple(AAPL)$  ,I made an additional investment in Apple stock, confident in its resilience despite ongoing geopolitical tensions. Evercore maintains an Outperform rating with a price target of $250, highlighting Apple’s diversified production footprint as a buffer against targeted tariffs. With increasing production in India and Vietnam, Apple is less reliant on China, which ensures continued supply chain flexibility. This strategic diversification, combined with Apple's scale and market dominance, positions the company well for long-term growth, making it a strong investment even amid uncertainty.

I opened 0.0053 share(s) $Broadcom(AVGO)$  ,I made an additional investment in AVGO stock due to its strong positioning in AI and cloud infrastructure. Despite Citi’s revised price target, Broadcom’s collaboration with hyperscalers to develop AI accelerators for massive clusters presents substantial growth potential. AVGO’s solid operating results and optimistic outlook, fueled by its leading position in AI chipsets and expanding software revenues post-VMware acquisition, further reinforce the company’s long-term growth prospects. With favorable market trends in data centers and cloud infrastructure, I believe AVGO is well-positioned for continued success.

I opened 0.01862 share(s) $iShares Bitcoin Trust(IBIT)$  ,I made an additional investment in IBIT stock, as the cryptocurrency sector continues to present potential despite recent volatility. While Bitcoin has seen a 15% dip since inauguration day, the rally at the end of 2024 reflected optimism about potential regulatory changes under Trump’s second presidency. Additionally, the move by major crypto firms like Circle and BitGo to seek bank charters could strengthen the industry’s legitimacy and stability. This growing institutional involvement in crypto is a positive signal for long-term growth, and I believe IBIT stands to benefit from this shift.

I opened 0.00257 share(s) $Microsoft(MSFT)$  ,I made an additional investment in Microsoft, despite a recent miss in Azure revenue growth. The company continues to lead in AI, with AI-related sales growth exceeding expectations and accounting for 13% of Azure's growth. Microsoft’s strong position across segments like Office 365, LinkedIn, Azure, and Windows, combined with improved profitability and tax efficiency, reinforces its long-term potential. While the quarter showed some challenges, Microsoft’s leadership in AI and ongoing digital transformation make it a solid investment for sustained growth.

I opened 0.00627 share(s) $Dover(DOV)$  ,I made an additional investment in Dover Corp. (DOV) after the stock slid for the fourth straight session, closing at $158.02—nearly 29% below its 52-week high. The recent dip appears more tied to overall market weakness than company-specific issues, offering a value entry point in a high-quality industrial name. Dover’s long-term fundamentals remain strong, and I see the current pullback as an opportunity to add exposure at a discount. I'm positioning for a rebound as market sentiment stabilizes and the stock regains upward momentum.

I opened 0.00633 share(s) $Dover(DOV)$  ,I made an additional investment in DOV stock following the launch of PrimeCenter 4.0, a major update to its Caldera production automation software. This update simplifies job preparation and accelerates production for digital printing companies, positioning DOV for further growth. Despite a slight revenue decline expected in the upcoming earnings report, the company’s focus on innovation and efficiency-enhancing solutions in automation provides a solid long-term outlook. With expected earnings growth of 2.6%, I see DOV as a strong investment in a steadily evolving industrial sector.

I opened 0.01199 share(s) $Walt Disney(DIS)$  ,I made an additional investment in Disney stock as it trades near $84, despite broader market weakness. While the stock has dropped 14.73% over the past month—underperforming both the Consumer Discretionary sector and the S&P 500—I view this as a potential opportunity. Disney's core assets in streaming, parks, and content remain strong, and the recent pullback could be a temporary overreaction. With long-term value still intact, I’m positioning for a recovery as market sentiment stabilizes and Disney executes on its growth strategy.

I opened 0.00597 share(s) $Broadcom(AVGO)$  ,I made an additional investment in AVGO stock, confident in its long-term growth prospects despite short-term macro concerns. While Citi trimmed its price target slightly due to recession risks and persistent tariffs, Broadcom’s work with hyperscalers on massive AI clusters could be a major growth engine. The company’s dominant role in AI-specific chipsets, data centers, and cloud infrastructure supports a strong secular growth story. With margin expansion from increased software revenue post-VMWare acquisition, I see AVGO as a high-quality compounder in the evolving tech landscape.

I opened 0.01169 share(s) $Advanced Micro Devices(AMD)$  ,I made an additional investment in AMD stock after its recent 12.6% pullback to $84.87, driven by investor concerns over new U.S. restrictions on AI chip exports to China and other regions. While geopolitical risks are real, I see this dip as a buying opportunity. AMD’s long-term growth drivers—including AI, data centers, and PC market gains—remain intact. The company has proven resilient in adapting to regulatory challenges before, and I believe it’s well-positioned to navigate current headwinds and deliver strong returns over time.

I opened 0.25955 share(s) $Apple(AAPL)$  ,I made an additional investment in Apple stock, believing in its strong leadership in innovation across key product categories like iPhones, iPads, Macs, and wearables. Despite recent challenges, such as losing its position as the world’s most valuable company due to U.S.-China trade tensions, Apple’s diversified product ecosystem and brand strength provide a solid foundation for future growth. I see long-term value in Apple’s ability to adapt and lead in both consumer tech and emerging markets like spatial computing.

I opened 0.00521 share(s) $Apple(AAPL)$  ,I made an additional investment in Apple stock, confident in its resilience amid global trade tensions. Evercore maintains an Outperform rating with a $250 price target, citing Apple’s diversified production strategy. With a growing manufacturing base in India and Vietnam, Apple is well-positioned to weather targeted tariffs. Evercore estimates that 35% of U.S. iPhone and iPad demand can already be met from India, while Vietnam supports nearly half of Mac and wearables output. Apple’s scale, adaptability, and strategic supply chain expansion make it a strong long-term investment.

I opened 0.00518 share(s) $Apple(AAPL)$  ,I made an additional investment in Apple (AAPL) as I see long-term strength in its innovation leadership across iPhone, iPad, Mac, wearables, and emerging technologies like spatial computing. While Apple recently lost its top spot as the world’s most valuable public company due to U.S.-China trade tensions, I view this as a temporary setback. Apple’s strong brand, loyal customer base, and ability to evolve with market trends continue to make it a compelling long-term investment opportunity, especially during periods of short-term uncertainty.

$NVDA 20250620 130.0 PUT$ Nvidia stands out by capturing value across every stage of AI development—from infrastructure to real-world applications. This comprehensive exposure positions it to benefit from the full AI growth cycle. As more companies adopt AI, demand for Nvidia's GPUs and platforms will accelerate, driving robust earnings and long-term share price appreciation. For investors seeking a dominant player in the AI revolution, Nvidia remains the go-to name with unmatched upside potential.