It’s hard to pick. amzn $Amazon.com(AMZN)$ has fantastic growth aws and ads are beast businesses. metas $Meta Platforms, Inc.(META)$ growth is incredible, but I’m a bit concerned over capex and reality labs. msft $Microsoft(MSFT)$ azure might be the best cloud and for ai to service enterprise it’s tough to beat. Goog still dominating search, YouTube up and gcs just turned profitable. Google FI mobile connection prices increased in this month. YouTube tv and YouTube premium subscribers also in line to increase price in this qt. This will add more revenue in coming QT’s aapl $Apple(AAPL)$ in a slump, but never doubt their network effects. I own all but aapl and have a bunch of qqq. Just buy qqq $Invesco QQQ(QQQ)$ and let the winners emerge naturally.
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