$Microsoft(MSFT)$ $NVIDIA Corp(NVDA)$ $Meta Platforms, Inc.(META)$ $Alphabet(GOOG)$ Sold yesterday. Don't hold this over the weekend as the AI bubble is likely to burst next week. No AI software companies will ever make money with the billions they invested in the hardware and technology that would go obsolete in 2-3 years. The expensive NVDA chips today will be a dime a dozen in 5 years. MSFT struggle to find users on CoPilot even when it's free. And forget about google and META AI tools, they are free and even less people use them. MSFT, GOOG, META will miss huge due to AI expenditure but no revenue.
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