$Apple(AAPL)$ I added to my Apple position following BofA Securities’ reaffirmation of a Buy rating with a $325 price target. Analysts remain bullish due to steady App Store momentum, robust capital returns, and Apple’s long-term AI leadership potential. App Store revenues reached $8.6 billion in Q1 2026, up 6.8% YoY, while total iPhone and iPad downloads grew 1.5% YoY to 8.9 billion. Although revenue growth is the slowest in nearly three years, I see this as a temporary moderation, with Apple’s ecosystem and innovation pipeline continuing to support sustainable long-term returns.

$Advanced Micro Devices(AMD)$ I’ve increased my position in AMD stock, driven by the positive signals emerging from the semiconductor sector. Rosenblatt Securities highlighted that Micron Technology’s upbeat earnings outlook aligns with AMD’s ambitions in the server CPU market. Strong DRAM demand, fueled by AI growth, suggests potential supply constraints that could benefit key players like AMD. With a revitalized AI market and improving chip supply conditions, AMD is well-positioned to capture both near-term gains and long-term growth in AI infrastructure, making this an opportune moment to strengthen exposure.

$Amazon.com(AMZN)$ I have made an additional investment in AMZN as I see compelling long-term potential despite mixed near-term analyst targets. Wolfe Research lowered its price target to $275 but maintained an Outperform rating, reflecting confidence in Amazon’s underlying fundamentals. More importantly, Evercore ISI upgraded AMZN to Buy with a $335 target, highlighting the growth prospects of its AI-powered shopping assistant, Rufus, and the emerging agentic commerce trend. While this technology is not fully ready yet, its early adoption at Amazon could significantly boost sales, positioning the company well for the next wave of e-commerce innovation.

$Broadcom(AVGO)$ I recently added to my position in AVGO. The investment is driven by AVGO’s strong positioning in high-growth semiconductor markets and its robust exposure to cloud, AI, and networking infrastructure. Positive sentiment in the broader tech ecosystem, highlighted by Canaccord Genuity’s bullish outlook on GOOGL—noting rapid scaling of the Gemini AI chatbot and the launch of the cost-efficient Gemini 3 Flash model—reinforces the long-term potential of AI-driven semiconductor demand. With AI adoption accelerating, AVGO stands to benefit from increasing chip requirements, making this an attractive addition to my portfolio.

$Alphabet(GOOG)$ I added to my position in Alphabet Inc. (GOOGL) today, attracted by its strong long-term growth prospects. Canaccord Genuity recently raised its price target to $390, maintaining a Buy rating, citing confidence in Alphabet despite near-term caution. A key driver is the rapid adoption of the Gemini chatbot, which has seen over an 18% increase in generative AI web traffic. The launch of Gemini 3 Flash, offering frontier-level performance at an attractive cost, could be a gamechanger. These factors reinforce my conviction in GOOGL as a core holding for sustained growth.

$Microsoft(MSFT)$ I increased my position in Microsoft (NASDAQ: MSFT) following its strategic acquisition of Osmos, an agentic AI data engineering platform. Osmos streamlines complex data workflows and transforms raw data into analytics- and AI-ready assets within OneLake, the central component of Microsoft Fabric. This acquisition strengthens Microsoft’s mission to unify all data and analytics into a single, secure platform, enhancing its competitive edge in enterprise AI solutions. By integrating Osmos, Microsoft not only improves operational efficiency for clients but also solidifies long-term growth potential in the rapidly expanding AI-driven data management market.

$NVIDIA(NVDA)$ I’ve made an additional investment in NVIDIA (NASDAQ: NVDA) following Citi’s recent reiteration of a Buy rating with a $270 price target. The firm highlighted confidence in NVIDIA’s leadership and its strategic positioning for the next wave of AI, including physical AI, reasoning, and agent-based AI, which are expected to drive strong demand starting in 2026. Additionally, the Groq acquisition is set to expand NVIDIA’s addressable market by combining its high-throughput capabilities with Groq’s ultra-low-latency strengths. These factors reinforce NVIDIA’s long-term growth potential, making it a compelling addition to my portfolio.

$Oracle(ORCL)$ I added to my position in Oracle, seeing strong long-term potential despite near-term caution. RBC Capital recently lowered the price target to $195 but highlighted 2026 as a turning point, where AI-driven benefits, particularly from GenAI, will become more visible for companies ready to adopt enterprise solutions. Enterprise spending is stabilizing and showing selective recovery, indicating opportunities for growth. While management remains cautious in early guidance, I believe Oracle’s strategic positioning in AI and enterprise software justifies increased exposure, anticipating that the market will increasingly recognize its value as AI adoption accelerates.

$Tesla Motors(TSLA)$ I have added to my Tesla position despite GLJ Research maintaining a “Sell” rating, citing the automotive segment as “fledgling.” While Tesla’s core automotive business faces challenges—including a 1.1% global delivery decline in 2024 and projected steeper drops through 2026 due to EV tax credit expirations, Chinese competition, and brand pressures in Europe—the Energy Generation & Storage segment shows solid promise, with 12.1% projected growth and 31.2% margins. This diversification in revenue streams, combined with a favorable long-term view on energy solutions, underpins my decision to increase exposure at current levels.

$Taiwan Semiconductor Manufacturing(TSM)$ I added to my TSM position based on strong upside potential. Morgan Stanley expects TSMC to deliver 30% revenue growth in 2026, well above the Street consensus of 22%, driven by robust AI and advanced-node demand. This growth is supported by $49 billion in capital expenditure and ongoing 3-nanometer capacity expansion. At 16x–13x 2026/2027 EPS, the stock remains attractive, offering both growth and value as the market increasingly recognizes TSMC’s durable momentum.

$Taiwan Semiconductor Manufacturing(TSM)$ I added to my TSM position based on strong 2026 growth prospects. Morgan Stanley expects TSMC to deliver closer to 30% revenue growth, above the Street consensus of 22%, driven by robust AI and advanced-node demand. With $49 billion in capex and ongoing 3nm expansion, the company is well-positioned for durable growth. At 16x 2026 EPS, the stock remains attractive, offering upside as the market recognizes TSMC’s continued leadership in semiconductor innovation.

$Tesla Motors(TSLA)$ I’ve added to my Tesla position despite some cautionary signals. GLJ Research recently raised the price target to $25.28, highlighting potential near-term valuation support. While Tesla’s core automotive business faces headwinds—with 2024 marking the first year-over-year global delivery decline and projected steeper drops through 2026—the Energy Generation & Storage segment shows promising 12.1% growth and strong 31.2% margins. This diversification, along with long-term EV market potential, motivates my investment. I’m positioning for strategic exposure to Tesla’s evolving business, balancing near-term delivery challenges with growth in energy solutions and potential upside from innovation.

$Oracle(ORCL)$ I made an additional investment in Oracle (ORCL) following recent analyst commentary highlighting 2026 as a potential turning point for AI-driven enterprise growth. RBC Capital noted that while management remains cautious in early guidance, enterprise spending is stabilizing and certain sectors are showing recovery, particularly where GenAI adoption is accelerating. Oracle, with its strong enterprise positioning, stands to benefit as AI integration gains momentum. This investment reflects a strategic bet on the company’s capacity to capture emerging AI-driven demand while trading at a relatively attractive valuation despite the recent price target adjustment.

$NVIDIA(NVDA)$ I recently added to my position in NVIDIA (NASDAQ: NVDA), driven by strong bullish signals from Citi, which reiterated a Buy rating with a $270 price target. The investment thesis is supported by NVIDIA’s leadership in AI, where the next wave of physical AI, reasoning, and agent-based AI is expected to significantly boost demand starting in 2026. Additionally, the Groq acquisition positions NVIDIA to expand its addressable market by combining its high-throughput strengths with Groq’s ultra-low-latency capabilities, reinforcing long-term growth potential and technological edge in the AI sector.

$Microsoft(MSFT)$ I made an additional investment in Microsoft (NASDAQ: MSFT) following its strategic acquisition of Osmos, an agentic AI data engineering platform. Osmos simplifies complex data workflows by converting raw data into analytics and AI-ready assets within OneLake, the core of Microsoft Fabric. This move strengthens Microsoft’s vision of unifying all data and analytics into a single, secure platform, enhancing value for enterprise customers. With AI-driven data solutions gaining traction, this acquisition positions Microsoft to accelerate adoption of Fabric, potentially driving long-term growth and reinforcing confidence in its stock.

$Alphabet(GOOG)$ I recently increased my position in Alphabet Inc. (NASDAQ:GOOGL) following Canaccord Genuity’s upgrade of its price target from $330 to $390 and reaffirmation of a Buy rating. The firm highlighted Alphabet’s strong long-term growth potential, driven by the rapid adoption of its Gemini chatbot, which has seen an 18% rise in generative AI web traffic. The newly launched Gemini 3 Flash model could be a gamechanger, delivering frontier-level AI performance at an attractive cost. This reinforces Alphabet’s leadership in AI and supports my confidence in its continued value creation.

$Broadcom(AVGO)$ I recently increased my position in Broadcom Inc. (NASDAQ:AVGO) following strong analyst support. On January 5, Goldman Sachs added AVGO to their US Conviction List, maintaining a Buy rating with a $450 price target, citing its dominant position in enterprise networking silicon and expected market share gains in customer silicon processors among major US hyperscalers. This follows Truist’s December 19 upgrade, raising AVGO’s price target to $510 while keeping a Buy rating. The combination of robust market positioning and consistent analyst confidence reinforces my conviction in AVGO’s growth potential.

$Amazon.com(AMZN)$ I have added to my position in AMZN stock, seeing strong long-term growth potential despite short-term market adjustments. While Wolfe Research recently lowered its price target to $275, they maintained an Outperform rating, reflecting confidence in Amazon’s fundamentals. More importantly, Evercore ISI reaffirmed a Buy rating with a $335 target, highlighting the upcoming impact of Amazon’s AI-powered shopping assistant, Rufus. With agentic commerce expected to accelerate sales and reshape e-commerce, this innovation positions Amazon for significant growth. I view the current share price as an attractive entry point to capitalize on these advancements.

$Advanced Micro Devices(AMD)$ I recently increased my position in AMD stock, driven by strong signals from the semiconductor sector. Rosenblatt Securities highlighted that Micron Technology’s upbeat earnings outlook aligns closely with AMD’s ambitions in the server CPU space. Micron’s optimism points to a revitalized AI market and improving chip supply conditions, with DRAM—crucial for AI systems—likely to remain in tight supply. This combination of rising AI demand and constrained DRAM availability positions AMD to benefit from increased server CPU adoption, reinforcing my confidence in its growth potential in the evolving AI-driven landscape.