Jun. 20 at 4:41 PM
I've been adding to 4 names recently:
$AMZN — Still one of the best ways to play both AI and cloud growth. AWS remains a huge profit engine, and the retail business keeps getting stronger.
$META — Massive cash flow, aggressive AI investment, and a valuation that still looks reasonable compared to its growth.
$SOFI — Not risk-free, but the recent pullback has made the risk/reward a lot more interesting. Watching execution closely.
$NOW — Quietly becoming one of the biggest beneficiaries of enterprise AI adoption. Demand trends continue to look strong.
Not expecting a straight line higher, but these are the names I'm most comfortable holding through volatility.