$Taiwan Semiconductor Manufacturing(TSM)$ 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.

$Alphabet(GOOG)$ I’ve increased my position in GOOG based on strong fundamentals and growth visibility. KeyBanc Capital Markets recently raised the price target to $370 and reaffirmed an Overweight rating, highlighting Alphabet’s increased capex to drive Google Services and Google Cloud expansion. Search continues to grow, Cloud backlog jumped nearly 55% QoQ, and Gemini now engages 750 million monthly users. This is a classic earnings-driven opportunity, where robust segment performance and strategic investment in AI and Cloud promise sustainable growth, making GOOG a compelling addition to my portfolio for the medium to long term.

$Alphabet(GOOG)$ I’ve just increased my position in GOOG. KeyBanc Capital Markets recently raised the price target to $370 while maintaining an Overweight rating, citing strong growth across Alphabet’s core segments. Search expansion in 2025 and a nearly 55% QoQ surge in Cloud backlog underscore robust operational momentum. Gemini, the company’s AI assistant, now reaches 750 million monthly users, highlighting Alphabet’s leadership in AI adoption. The investment thesis is earnings-driven, with growth fueled by increased capex in Google Services and Cloud, rather than multiple expansion. This makes GOOG a compelling long-term growth play.

$Broadcom(AVGO)$ I recently increased my position in Broadcom Inc. based on strong fundamentals and analyst support. Jefferies maintains a Buy rating with a $500 price target, implying roughly 45% upside. The firm emphasizes Broadcom’s leadership in AI and networking, particularly its advanced custom on-package (COT) chips, staying ahead of competitors like MediaTek with v8 and upcoming v9 chips. Additionally, Jefferies’ projections show that Google’s CY27 demand of 6 million units will heavily favor Broadcom, suggesting potential for even higher growth. This combination of technological edge and market exposure makes AVGO an attractive long-term investment.

$Broadcom(AVGO)$ I recently increased my position in AVGO. Jefferies’ reaffirmation of a Buy rating with a $500 price target signals strong upside of ~45%. The firm highlighted Broadcom’s leadership in AI and networking, noting its v8 chips outperform MediaTek and that v9 chips will extend this advantage. With Google projected to buy 6 million units in CY27—85-90% sourced from Broadcom—there’s significant potential for higher volumes. This combination of technological edge and robust client demand supports a compelling growth trajectory, making AVGO an attractive addition to my portfolio

$Amazon.com(AMZN)$ I added to my position in AMZN following its Q4 2025 results, despite UBS lowering its price target to $301. The move reflects confidence in Amazon’s long-term growth trajectory rather than short-term market reactions. FY 2026 capital expenditure guidance of $200 billion signals aggressive investment in infrastructure, positioning the company for continued expansion. Notably, Amazon Web Services (AWS) is expected to grow 38% in 2026, up from 19% in 2025, and maintain mid-30% growth even if high spending persists through 2027. This reinforces the stock’s potential as a strategic growth play.

$Advanced Micro Devices(AMD)$ I made an additional investment in AMD (NASDAQ:AMD) following its impressive Q4 performance. The company reported $10.3 billion in sales, up 34% YoY and surpassing consensus estimates of $9.7 billion, while adjusted EPS of $1.53 beat expectations by 16%. Strong growth was evident across all segments, with data center sales up 39% driven by EPYC processors and Instinct GPU demand, and PC-related sales up 34%, also above forecasts. This robust execution and outlook reinforce AMD’s leadership in high-performance computing, making it a compelling addition to my portfolio.

$Apple(AAPL)$ I recently added to my position in Apple Inc. (NASDAQ:AAPL), driven by strong fundamentals in its Services segment. Goldman Sachs maintained a Buy rating with a $330 price target, noting App Store spending accelerated 7% YoY in January 2026, up from 6% in December. Entertainment surged 7%, reflecting consumer engagement, while Games dipped slightly. This trend reinforces Services as a durable growth driver, complementing Apple’s hardware ecosystem. Despite potential headwinds from off-app payment adoption, I view the company’s diversified portfolio, innovation track record, and robust cash flow as key reasons to strengthen my exposure to AAPL now.

$Amazon.com(AMZN)$ I recently added to my position in AMZN. Despite UBS lowering its price target from $311 to $301 following Q4 2025 results, I see strong long-term potential. Amazon’s FY 2026 capex guidance of $200 billion exceeded expectations, signaling continued investment in growth. Notably, Amazon Web Services (AWS) is projected to grow 38% in 2026, doubling 2025’s pace, with mid-30% growth expected through 2027 if spending remains elevated. This reinforces Amazon’s leadership in cloud services and its strategic commitment to long-term expansion, making it a compelling addition to my portfolio.

$Advanced Micro Devices(AMD)$ I made an additional investment in AMD (NASDAQ:AMD) following its impressive Q4 performance. The company reported sales of $10.3 billion, up 34% YoY, surpassing the consensus of $9.7 billion. Adjusted EPS of $1.53 beat estimates by 16%, reflecting robust profitability. Growth was broad-based: data center sales jumped 39% to $5.38 billion, fueled by strong demand for EPYC processors and Instinct GPUs, while PC-related sales rose 34% to $3.1 billion. With both segments outperforming expectations, AMD demonstrates strong execution and market leadership, supporting my confidence in its continued growth trajectory.

$Apple(AAPL)$ I added to my Apple (NASDAQ:AAPL) position based on Goldman Sachs’ reaffirmed Buy rating and $330 price target. The firm highlighted a strong start to 2026, with App Store spending up ~7% YoY in January, surpassing December’s 6% growth. Entertainment categories showed impressive acceleration, while Games slightly declined. This trend reinforces Apple’s Services revenue as a key growth driver, even amid potential off-app payment risks. With its robust ecosystem spanning iPhone, Mac, iPad, and wearables, Apple continues to demonstrate resilient demand and compelling long-term prospects, making it a strategic addition to my portfolio.