$Apple(AAPL)$ I added to my Apple Inc. (NASDAQ:AAPL) position due to the company’s increasingly prudent approach to AI investment. While Wall Street was skeptical, Apple’s measured $12.7 billion CapEx last year contrasts sharply with the $600 billion AI infrastructure spend projected for 2026 by peers like Microsoft, Google, Meta, and Amazon. This disciplined strategy mitigates risk while positioning Apple for sustainable growth. Additionally, a rebound in iPhone demand earlier this year demonstrates resilience, even as analysts acknowledge that long-term iPhone sales growth may moderate. Overall, Apple balances innovation with fiscal prudence, making it a compelling investment.

$Apple(AAPL)$ I made an additional investment in Apple Inc. (NASDAQ:AAPL) as Wall Street’s skepticism on its AI strategy begins to shift. While peers are projected to spend over $600 billion on AI infrastructure in 2026, Apple’s disciplined $12.7 billion CapEx positions it as a more prudent, efficient player. Concerns about slowing iPhone sales are real, yet the company recently exceeded revenue guidance, reflecting resilient demand. With a balanced approach to innovation and spending, Apple presents a strong long-term growth opportunity, making it an attractive addition to my portfolio.

$Advanced Micro Devices(AMD)$ I’ve added to my position in AMD (NASDAQ:AMD) due to its strategic move with Celestica to launch the “Helios” rack-scale AI platform. This alliance leverages AMD’s computing expertise alongside Celestica’s advanced networking technology, creating a robust blueprint for scalable AI deployment. Helios promises performance, efficiency, and flexibility for next-generation workloads, positioning AMD at the forefront of AI infrastructure. With strong fundamentals in high-performance computing and GPUs, this initiative reinforces AMD’s growth trajectory and long-term potential in the rapidly expanding AI market, making it a compelling addition to my portfolio. 

$Advanced Micro Devices(AMD)$ I made an additional investment in AMD due to its strategic momentum in AI infrastructure. The recent alliance with Celestica to launch the “Helios” rack-scale AI platform positions AMD at the forefront of scalable AI deployment. By combining AMD’s high-performance computing leadership with Celestica’s expertise in advanced networking, Helios offers customers unmatched performance, efficiency, and flexibility for next-generation workloads. This collaboration strengthens AMD’s footprint in the rapidly growing AI sector, enhancing its growth potential and reinforcing confidence in its long-term technological leadership. The opportunity aligns perfectly with my portfolio strategy focused on innovation-driven growth.

$Amazon.com(AMZN)$ I added to my position in AMZN today, driven by its latest AWS innovation. On March 13, Amazon announced a partnership with Cerebras Systems to deliver the world’s fastest AI inference solutions via Amazon Bedrock. This “disaggregated inference” approach splits workloads between AWS Trainium and Cerebras CS-3, optimizing both prompt processing and output generation. By significantly boosting speed and performance for generative AI and LLM workloads, this architecture positions Amazon at the forefront of AI infrastructure. I see strong long-term growth potential as enterprise adoption of high-performance AI continues to accelerate.

$Amazon.com(AMZN)$ I added to my position in AMZN today, driven by a major technological catalyst in AWS. On March 13, Amazon and Cerebras Systems unveiled a collaboration to deliver the world’s fastest AI inference solutions on Amazon Bedrock. By leveraging a ‘disaggregated inference’ model, AWS Trainium handles the compute-heavy prefill stage, while Cerebras CS-3 accelerates the memory-intensive decode stage. This architecture promises a significant boost in speed and performance for generative AI and LLM workloads, positioning Amazon as a leader in AI cloud infrastructure. The move strengthens my conviction in AMZN’s long-term growth in AI-driven services.

$Broadcom(AVGO)$ I added to my position in AVGO today, driven by its strong execution in next-generation networking chips. Broadcom has already moved its Tomahawk 6 family switch from samples to production in under three quarters—a remarkable pace that highlights its innovation at scale. Optimized for AI training and inference workloads, the series offers advanced load balancing, congestion management, and support for 100G/200G SerDes. This combination positions Broadcom to capture demand in high-performance data centers, making AVGO an attractive investment for exposure to AI-driven infrastructure growth. Strong execution and scalable innovation underpin this trade.

$Broadcom(AVGO)$ I made an additional investment in AVGO based on its latest technological advancement. Broadcom has swiftly moved the Tomahawk 6 family switch from initial samples to full production in under three quarters, demonstrating strong execution and innovation at scale. Optimized for scale-up AI networks, it enhances both training and inference performance while offering advanced load balancing and congestion management for maximum network efficiency. The chip’s flexibility, supporting 100G and 200G SerDes, positions AVGO to capture growing demand in AI and high-performance networking, strengthening its long-term growth potential and making it a compelling addition to my portfolio. 

$Alphabet(GOOG)$ I made an additional investment in Alphabet Inc. (GOOG) driven by its accelerating innovation in quantum computing and AI. The company’s Willow chip and Quantum Echoes algorithm signal a strong technological edge that could reshape computational efficiency. Shares have risen 92% over the year, including a 58% gain since Cramer’s Squawk on the Street comments, highlighting market confidence despite earlier legal concerns. Berkshire Hathaway’s $4.93 billion stake and ongoing AI and space initiatives further validate Alphabet’s growth trajectory. With Cramer revisiting his stance. 

$Alphabet(GOOG)$ I’ve made an additional investment in Alphabet Inc. (GOOG), attracted by its remarkable momentum and strategic innovation. Over the past year, shares have surged 92%, including a 58% rise since Cramer’s comments on Squawk on the Street. Key catalysts include Warren Buffett’s massive $4.93 billion stake, strong AI product launches, and continued advancements in space initiatives. Most notably, Alphabet’s quantum computing developments, such as the Willow chip and Quantum Echoes algorithm, position the firm to accelerate computational breakthroughs. With market confidence returning and innovation driving growth, GOOG offers both strategic exposure and long-term potential.

$Microsoft(MSFT)$ I’ve increased my position in Microsoft (NASDAQ: MSFT) based on its strategic push in AI. The recent reorganization of Copilot teams, combining commercial and consumer versions, signals a clear focus on streamlining its AI offerings to drive wider adoption. While competition from Google’s Gemini and Anthropic’s Claude Cowork presents challenges, Microsoft’s integrated software ecosystem and scale provide a strong foundation to grow Copilot usage. This move reflects confidence in Microsoft’s ability to defend and expand its AI presence, positioning the company to capture long-term value as AI adoption accelerates across enterprises and consumers alike.

$Microsoft(MSFT)$ I recently added to my position in Microsoft (NASDAQ:MSFT), driven by its strategic push to unify Copilot across commercial and consumer platforms. This reorganization signals Microsoft’s commitment to enhancing AI adoption amid intensifying competition from Google’s Gemini and emerging autonomous agents like Anthropic’s Claude Cowork. While the AI space presents challenges, I see long-term upside in Microsoft’s integrated approach to AI and its broader software ecosystem. Strengthening Copilot usage could reinforce customer engagement and revenue growth, making this an attractive opportunity to capitalize on AI-driven transformation within a leading technology giant.

$NVIDIA(NVDA)$ I’ve increased my position in Nvidia (NASDAQ: NVDA), driven by its expanding AI and robotics footprint. CEO Jensen Huang highlighted that the revenue opportunity from Blackwell and Rubin AI chips could exceed $1 trillion by 2027, not even counting networking chips and the Groq-based processors. Additionally, Nvidia is partnering with European chipmakers Infineon, NXP, and STMicroelectronics to power humanoid robots, serving as the “brain” of these systems. With AI adoption accelerating and robotics synergies emerging, Nvidia’s leadership in high-performance computing and strategic partnerships reinforces its long-term growth trajectory.

$NVIDIA(NVDA)$ I increased my position in NVIDIA (NASDAQ: NVDA) due to its massive AI growth potential. CEO Jensen Huang projects that the revenue opportunity for the Blackwell and Rubin AI chips could exceed $1 trillion by 2027, not even counting networking chips and processors from the Groq licensing deal. Additionally, NVIDIA is forming strategic partnerships with European chipmakers like Infineon, NXP, and STMicroelectronics to become the “brain” of humanoid robots, leveraging their expertise in sensors, motion control, and electronics. These developments reinforce NVIDIA’s dominant role in AI and robotics, making it a compelling long-term investment.

$Oracle(ORCL)$ I’ve just added to my position in Oracle (ORCL), driven by strong conviction in its long-term AI and cloud potential. Guggenheim’s reaffirmation of a Buy rating with a $400 price target highlights the stock’s robust fundamentals. Oracle’s latest quarter showcased $553 billion in remaining performance obligations, up 325% YoY, underlining a massive pipeline of future revenue. With the current infrastructure investments poised to generate a “free cash flow waterfall” by fiscal 2029–2030, this stock represents a compelling combination of near-term stability and long-duration growth in the AI and cloud space.

$Oracle(ORCL)$ I’ve just added to my position in Oracle (ORCL), driven by strong conviction in its long-term AI and cloud potential. Guggenheim’s reaffirmation of a Buy rating with a $400 price target highlights the stock’s robust fundamentals. Oracle’s latest quarter showcased $553 billion in remaining performance obligations, up 325% YoY, underlining a massive pipeline of future revenue. With the current infrastructure investments poised to generate a “free cash flow waterfall” by fiscal 2029–2030, this stock represents a compelling combination of near-term stability and long-duration growth in the AI and cloud space.

$Tesla Motors(TSLA)$ I’ve increased my position in Tesla (NASDAQ: TSLA) following the news of a major US-South Korea collaboration with LG Energy Solution to build a $4.3 billion LFP battery cell factory in Lansing, Michigan. Slated for production in 2027, these American-made cells will supply Tesla’s Megapack 3 energy storage systems in Houston, strengthening the domestic battery supply chain. This move not only reinforces Tesla’s energy business but also positions the company to capitalize on the growing demand for reliable, large-scale energy storage, making it a strategic long-term growth investment.

$Tesla Motors(TSLA)$ I added to my Tesla (NASDAQ:TSLA) position following the news of a $4.3 billion collaboration with South Korea’s LG Energy Solution to build a lithium iron phosphate (LFP) battery facility in Lansing, Michigan, set to launch production in 2027. This strategic move strengthens Tesla’s domestic supply chain and underpins the Megapack 3 energy storage systems in Houston, aligning with U.S. government initiatives to boost American-made battery production. The investment reflects confidence in Tesla’s long-term growth in both EV and energy storage markets, capitalizing on its vertically integrated approach and expanding footprint in critical battery technology.

$Taiwan Semiconductor Manufacturing(TSM)$ I’ve added to my position in TSM due to heightened global semiconductor risks. Morgan Stanley recently highlighted that a closure of the Strait of Hormuz could severely disrupt supply chains, directly impacting Taiwan Semiconductor Manufacturing, which produces 90% of the advanced chips powering the AI revolution. Coupled with Taiwan’s heavy reliance on imported LNG for power—TSMC alone consumes 9–10% of the nation’s electricity—any energy volatility could ripple through the global supply of smartphone and AI processors. This scenario strengthens TSM’s strategic value and long-term growth potential.