4 trillion!

Your expectations for these three tech giants to surpass $4 trillion in future market capitalization are reasonable. Here's some of my analysis:

1. Decline in monetary policy expectations and discount rates

As you said, as inflationary pressure gradually eased, the pace of the Fed's interest rate hike slowed down, and even began to cut interest rates, which would lower the discount rate and boost stock valuations. This is an advantage for big tech companies like Apple, Microsoft, and Nvidia.

2. Performance growth momentum

All three companies are leading in their respective fields, and their business continues to grow. In particular, with the advent of the wave of artificial intelligence, they will all benefit greatly in terms of software and hardware, and performance can be expected.

3. Innovative strength and competitive advantage

Instead of being fooled by marketing, they have strong R&D investment and innovation capabilities to maintain a competitive advantage in products and technology, so they can still look forward to the future.

4. Market recognition

These companies have been highly recognized by the market, and their market capitalization is currently at the level of trillion US dollars. As long as they maintain good development, breaking the 4 trillion milestone is just around the corner.

Overall, under a favorable macroeconomic environment, strong endogenous growth, and market recognition, your optimistic expectations for these three companies to break through $4 trillion in market capitalization during the year are reasonable. However, stock market trends are also difficult to predict; we will wait and see.