$Microsoft (MSFT.US)$ needs to add more advanced camera filters and options, and meeting controls functionality. There’s no annotate function like WebEx, and we all look much more drab (worse video quality and call quality with camera on) than $Zoom Video Communications (ZM.US)$ and WebEx. It’s a great platform for integration of office, chat and sharepoint, but the features and functionalities of Zoom (both at a large corporate level) for actual video calls and even WebEx are better.

I would do your own research and make sure you develop an investment strategy that suits your needs. For me I have bought into a lot of dividend growth and tech.
My tech holdings are: $Microsoft (MSFT.US)$ $EPAM Systems (EPAM.US)$ $Endava (DAVA.US)$ $MercadoLibre (MELI.US)$ $Sea (SE.US)$ $Alphabet-C (GOOG.US)$
But the catch is I didn’t buy these all recently, like Msft I bought at $190. Dava and epam were more recent, same with meli and se on the recent tech crash. I have decent cashflow tho to deploy money. I can deploy about 4K a month into the market after expenses, not including my dividends from stocks.
My dividend stocks are: $Lockheed Martin (LMT.US)$ $Northrop Grumman (NOC.US)$ $Agree Realty Corp (ADC.US)$ $VICI Properties (VICI.US)$ $Stag Industrial Inc (STAG.US)$ $BRP (DOOO.US)$
Some were bought last year some I averaged into this year. Make sure you do your own due diligence tho bcuz a crash could very well be on the horizon and nothing will be safe if the overall markets plummet. I don’t try to time the market, so I keep some cash on hand and consistently buy. That’s just me tho, some ppl can’t handle looking at heavy losses and have weak hands (used to be me years ago when I first started at 18-19, now 28)

$PG&E Corp (PCG.US)$ Green names are very overvalued like most things. Electricity prices are very high too, in most places. Green energy is inflationary. China and a few others broke some coal production records too. Balance is necessary.

$Salesforce (CRM.US)$ Cannot stand the CEO- paid 27 billion for slack- which contributed 270 million in revenue- ? This last quarter?
I think most customers of CRM would rather do business elsewhere.

$Apple (AAPL.US)$ Buy it every week, whether it's $110 or $160 or $200.

$Moderna (MRNA.US)$ Noise aside, all indications from multiple countries point to diminished symptoms versus the other variants… futures reacting accordingly.
Textbook virology at work and classic mainstream behavior doing what they do best..

IMO, $Qualcomm (QCOM.US)$ is the juggernaut of the chip industry. I have invested accordingly. They spend a lot on R&D and they delivery great results. They are making smart acquisitions too. AAPL has and always will be a issue, but APPL needs to pay to play. The courts settle that issue.
I'm very long QCOM and happy to be so...$ cost average into QCOM, unless there is a correction...then buy all that you can. This company is a national treasure!

I am a fan of $Vanguard Short-Term Inflation-Protected Securities ETF (VTIP.US)$and hold it in a tax-deferred account, at a weight about three times that of $Schwab Strategic Tr Us Tips Etf (SCHP.US)$, Schwab's total TIPS fund. SCHP is a very good fund, but its duration of 7.7 years means it has a downside risk of about 15% if the 10-year real yield rises to about 0.90%, versus -0.97% today. Will that happen in the next two years? Who knows, but it is possible, and so there is risk. VTIP's downside risk is much lower, because of its 2.61 duration. I'd estimate its downside risk at about 5.5%. It has little upside potential, but high inflation will make returns attractive, if high inflation continues. $S&P 500 Index (.SPX.US)$

The EV hyper-bubble is going to blow.
$Tesla (TSLA.US)$ has 50% of the industry market cap.
If $Lucid Group (LCID.US)$ surpasses Tesla...
Tesla + Lucid = > 100%
The math doesn't foot!
That is, it doesn't foot unless Tesla's market share collapses.
Of course, we're forgetting...
EVERY OTHER CAR MANUFACTURER ON THE PLANET!
30 companies, all rolling out EV.
Oh...Also, $Apple (AAPL.US)$, $Alphabet-C (GOOG.US)$, $Amazon (AMZN.US)$!!
Tesla will never have > 5% global market share, but it's priced at 50%.
90% downside
Only the timing is uncertain.

I am very long Intel. I have made great money with $Advanced Micro Devices (AMD.US)$. But right now it makes more sense to own $Xilinx (XLNX.US)$to play AMD, if you believe the merger goes through.
Either way, I am very excited about Pat at the helm of $Intel (INTC.US)$. He is an original. Very well respected and knows both hardware and software. This will be a huge advantage for Intel in foundry business.
People act like AMD shot to $100 per after Lisa was announced CEO. It took time. Pats’s been there what, 9 months? He has already made strides.
Completely changed course from what Swan was talking about (outsourcing to TSM for most new products) and moving away from manufacturing. Pat immediately reversed course and tripled down on Intel’s manufacturing scale.
Then he introduced an aggressive new product roadmap, which so far (very early) seems to be on track.
Immediately stopped share buybacks to invest heavily in R&D.
Facts are, AMD is a great company and at it’s current valuation, can’t have any missteps. Priced for near perfection. Intel is in “prove it mode”.
Will continue to add aggressively to Intel, shares and ITM leaps, and continue to nibble Xilinx shares along the way.