NVDA
NVIDIA
-- 109.670 TSLA
Tesla
-- 263.550 PLTR
Palantir
-- 85.850 AMZN
Amazon
-- 192.720 GOOG
Alphabet-C
-- 156.060 
IT ALWAYS STARTS AS A SOFT LANDING IN THE US
However, only one soft landing has been achieved since the 1980s and this was when the job market was actually improving... A soft landing is indeed our base case but the tail risk (i.e hard landing) should be assigned a reasonable probability
$NVIDIA (NVDA.US)$ $Palantir (PLTR.US)$ $Taiwan Semiconductor (TSM.US)$ $Tesla (TSLA.US)$ $Netflix (NFLX.US)$ $Microsoft (MSFT.US)$ $Alphabet-C (GOOG.US)$ $Apple (AAPL.US)$ $TransMedics (TMDX.US)$ $Novo-Nordisk A/S (NVO.US)$ $Walmart (WMT.US)$ $Coinbase (COIN.US)$ $Roundhill Magnificent Seven ETF (MAGS.US)$ $Amazon (AMZN.US)$ $Meta Platforms (META.US)$ $Advanced Micro Devices (AMD.US)$ $Vanguard S&P 500 ETF (VOO.US)$ $SPDR S&P 500 ETF (SPY.US)$ $iShares Core S&P 500 ETF (IVV.US)$ $Invesco QQQ Trust (QQQ.US)$ $Invesco NASDAQ 100 ETF (QQQM.US)$
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