$Microsoft(MSFT)$  Fantastic opportunity. Enterprise software is complex and lock-in is difficult to break and difficult to replicate using something like Anthropic's Claude Code.

$ServiceNow(NOW)$  ServiceNow does enterprise software not something that can be easily replicated by Claude Code. Enterprise software is complicated. Think enterprise features, scale, security, privacy, audit, client acquisition and acceptance, Integrations with third party software systems, etc. 

$Grab Holdings(GRAB)$  Grab has had first full year of net profit. https://www.techinasia.com/news/grab-q4-2025-revenue-rises-19-to-906m

$NVIDIA(NVDA)$  Data Center and Jetson powered retail scenario's look good in robots, autonomous vehicles, etc. Good prospects. 

$NVIDIA(NVDA)$  Great CES 2026. Autonomous vehicles and Jetson coming to life in robots and other consumer products. I think lots of money coming in. Great great potential.

$Grab Holdings(GRAB)$  30 cents increase in platform fees. https://www.channelnewsasia.com/singapore/grab-platform-fees-increase-30-cents-jan-1-2026-private-hire-cars-ride-hailing-5707801

Altered - Business world that has changed dramatically forever.

Not sure if any news is going to come to allow market to rebound so looks like more sell off.

Earnings would need to beat with maybe 70% at least as expectations are high.