For the last few years, it's been MSFT $Microsoft(MSFT)$ , GOOGL $Alphabet(GOOG)$ , AMZN $Amazon.com(AMZN)$ for about 60% to 70% of my portfolio. I completely missed on NVDA and continue to because I can't easily wrap my head around it. However, I've felt google will be an AI winner so while it was struggling a couple months back, I dumped a bunch more in. I wouldn't put more in MSFT (at least not until a pullback), maybe AMZN though for a smaller pullback

When tech falls, I hurt but given that we are still in computer revolution, tech is the way to go for all the good times

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