$Meta Platforms, Inc.(META)$  Whatapp is the world leader in communication channel. Whatapp plus was introduced in April 2026.  Wait for the impact from the subscriptions.

$Alphabet(GOOGL)$  one of the few companies that started the AI craze.  Best case scenario: AI contribute immensely to productivity. Revenue goes up. Worst case scenario: AI is a bubble. Alphabet stops capex. Free cash flow goes up. Rest of economy goes to dump. Buy now at Berkshire entry price in 2026. Wait and you will regret. Once the assets (data centers) are online, that is when revenue will spike. It is inevitable that the other S&P500 companies will increase their IT budget. 

$ASML Holding NV(ASML)$  are you still waiting on the shore? Boat is leaving soon.

$Meta Platforms, Inc.(META)$  slowly but surely. In a short run, the market is a voting machine. In the long run, the market is a weighing machine. https://www.chartmill.com/stock/quote/META/analyst-ratings META is expected to have 29% revenue increase for current quarter. Absolute beast!

$ASML Holding NV(ASML)$  South Korea to invest nearly US$1.2 trillion in chips, AI data centres. Guess where the money is going to ?

$Apple(AAPL)$  Increase in memory price will not affect Apple.

$Alphabet(GOOGL)$  hold your winners

$Microsoft(MSFT)$  right-sizing the gaming arm for the future. Moving towards a dream that gaming is on subscription basis. All you need is your tv and a controller. Xbox Gaming is going to be the next Netflix. 

$Microsoft(MSFT)$  Last chance to load up before the ship sails off.