For long term investments, I would avoid Netflix as I am not convinced that it will continue to deliver as consumers get more picky with their entertainment.
Robinhood feels like a hype to me, riding the AI wave and so I would avoid it.
I think palantir will remain relevant, especially with its large contracts with the US government. With the increasing global uncertainty, palantir would do well to tap onto the US government. However, I wouldn’t buy at this current valuation.
Microsoft and Broadcom are relevant with the increased digitalisation and global need for chips.
Although MSFT, AVGO and PLTR are good, they are too expensive for me to buy now.
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