To The Moon

$Taiwan Semiconductor Manufacturing(TSM)$ I recently added to my position in TSM (Taiwan Semiconductor Manufacturing Company Limited) following its strategic push into advanced 3-nanometre chip production. The company announced mass production in Kumamoto, Japan, positioning the country as a leader in HPC and AI server chips. With a second fab in Arizona slated for next year, TSM is accelerating its AI-focused growth, which should help it outperform peers. CEO C.C. Wei emphasized that this expansion not only boosts local economies but also strengthens the foundation for Japan’s AI ecosystem, highlighting TSM’s long-term growth potential in cutting-edge semiconductor technology.

$Taiwan Semiconductor Manufacturing(TSM)$ I recently increased my position in Taiwan Semiconductor Manufacturing Company Limited after the company announced plans to mass-produce advanced 3-nanometre chips in Kumamoto, Japan. These cutting-edge chips, crucial for HPC and AI servers, will also be produced at TSM’s second Arizona fab next year. CEO C.C. Wei emphasized that this expansion supports local economic growth and strengthens Japan’s AI ecosystem. With AI adoption accelerating globally, TSM’s technological leadership and strategic expansion position it to outperform peers, making this an opportune moment to increase exposure to its growth trajectory

$Tesla Motors(TSLA)$ I recently increased my position in Tesla (TSLA) stock, driven by its strategic expansion into solar energy. Morgan Stanley reaffirmed an “Equal Weight” rating with a $415 price target, highlighting Tesla’s plan to add 100 GW of solar manufacturing capacity. This vertical integration not only strengthens Tesla Energy—potentially boosting its valuation by 35%—but also aligns with Elon Musk’s long-term vision of solar-powered data centers. Beyond electric vehicles, Tesla’s move positions it to capitalize on evolving geopolitics and energy demand, creating synergies across its energy supply chain.

$Tesla Motors(TSLA)$ I recently made an additional investment in Tesla (TSLA) stock, driven by the company’s expanding ambitions beyond electric vehicles. Morgan Stanley’s recent “Equal Weight” rating highlights Tesla’s strategic move into solar manufacturing, targeting 100 GW capacity, which could boost Tesla Energy valuation by 35% while offering synergies in the energy supply chain. This vertical integration aligns with Elon Musk’s long-term vision for solar-powered data centers in space. With a $415 price target, the stock presents an opportunity to capitalize on Tesla’s innovative approach to renewable energy and its potential for sustainable growth.

$Oracle(ORCL)$ I have added to my position in Oracle (ORCL), driven by its landmark $300 billion cloud partnership with OpenAI signed in September 2025. Oracle’s commitment to provide 4.5 gigawatts of computing power annually over five years, starting in 2027, positions the company at the forefront of AI infrastructure demand. While Oracle plans a significant $45–50 billion capital raise in 2026, including ~$20 billion via common shares, this strategic funding underpins long-term growth. The combination of a massive AI partnership and disciplined financing strengthens Oracle’s market leadership, making it a compelling addition to my portfolio.

$Oracle(ORCL)$ I have increased my position in Oracle following the landmark $300 billion deal with OpenAI signed in September 2025. This agreement positions Oracle as the exclusive provider of cloud computing power, delivering 4.5 gigawatts annually over five years starting 2027, solidifying its strategic role in the AI infrastructure space. While the company plans to raise $45–50 billion in 2026 through a mix of equity and debt, I view this as manageable given Oracle’s strong cash flow and the long-term growth potential from AI-driven demand. This makes the stock a compelling buy for exposure to the AI boom.

$NVIDIA(NVDA)$ I recently added to my position in NVIDIA Corporation (NASDAQ:NVDA), motivated by strong institutional backing and solid growth prospects. Goldman Sachs reaffirmed its Buy rating with a $250 price target, signaling an upside of over 31% from current levels. The firm expects NVIDIA to deliver a beat-and-raise quarter, supported by robust industry supply-demand dynamics, rising interest from non-traditional customers, and continued hyperscaler capex expansion into 2027. As a leader in graphics, compute, and networking solutions, NVIDIA’s strategic positioning across high-growth segments reinforces my conviction in its long-term value and potential for significant returns.

$NVIDIA(NVDA)$ I recently increased my position in NVIDIA Corporation (NASDAQ:NVDA), supported by strong analyst confidence and robust growth drivers. Goldman Sachs reaffirmed a Buy rating with a $250 price target, implying over 31% upside from current levels. The firm anticipates a beat-and-raise quarter, fueled by rising demand from non-traditional customers and continued hyperscaler capex into 2027. NVIDIA’s leadership in graphics, compute, and networking positions it well to capitalize on secular trends in AI, cloud, and advanced computing. With favorable supply-demand dynamics and multiple tailwinds, this investment aligns with my strategy to capture long-term growth in high-potential tech sectors.

$Microsoft(MSFT)$ I’ve added to 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” and one of their top picks. With strong fundamentals across Windows, Microsoft 365, Azure, and LinkedIn, the company continues to benefit from a supportive environment for hyperscalers and select vertical software companies. This investment aligns with a long-term view on AI-driven growth, cloud expansion, and Microsoft’s consistent ability to innovate and capture enterprise demand.

$Microsoft(MSFT)$ I recently added to my position in Microsoft Corporation (NASDAQ:MSFT), capitalizing on a post-earnings pullback. Piper Sandler continues to rate MSFT as Overweight with a $600 price target, highlighting it as “perhaps the best pure-play on AI adoption today.” The firm views Microsoft as a top pick amid a supportive environment for hyperscalers and select vertical software companies. With its robust ecosystem—including Windows, Microsoft 365, Azure, LinkedIn, and Xbox—Microsoft remains well-positioned to benefit from ongoing digital transformation and AI integration, making this an attractive opportunity to strengthen exposure in a leading technology and cloud player.