With all the AI focus, semiconductor stocks, in particular, rallied big time while tech stock followed the trend. For myself, BGF Tech Fund with most allocation to NVIDIA was the fund of choice, and it delivered!!
$BGF World Technology Fund(LU1852331112.MF$
$NVIDIA(NVDA.US$
$BGF World Technology Fund(LU1852331112.MF$
$NVIDIA(NVDA.US$
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AI wave helped cash in some profilts in May while got dinged on Enterprise Software investments...but going to hold those for longer term as the fundamentals remain strong.
$NVIDIA(NVDA.US$
$NVIDIA(NVDA.US$
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The ecosystem is moving and invest in those companies....go where the world is moving...currently we are entering new era of AI, so personally focusing on all companies involved in AI ecosystem, ranging from hardware (chips, servers) to software to security.
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Vasuli OP Elons Pube : Buying more tbh...in for long term...