- He thinks most of the workloads for genAI will be in the cloud. He sees all the important tech companies developing cloud technologies.
- He thinks $Oracle(ORCL.US)$ is interesting because so much of the client's data resides in $Oracle(ORCL.US)$ .
- Five years ago, $Alphabet-A(GOOGL.US)$ cloud was the best for AI. Now, he thinks every Big Tech is a specialist in certain things. For example, $Microsoft(MSFT.US)$ 's edge...

With the surge in demand for AI in the market, my current long-term holding in my portfolios that have been making consistent profit for me by far are:
$Oracle(ORCL.US)$
$Broadcom(AVGO.US)$
$NVIDIA(NVDA.US)$
$Adobe (ADBE.US)$ , on the day scale, Adobe seem to reverse from its bearish run due to positive earnings this quarter + high AI demand.

$iShares Expanded Tech-Software Sector ETF(IGV.US)$  it has already reached the previous 2021 high at ~87.7 very high chance to break this in July and start a bullish rally for SaaS stocks with rotation of whale/hedgefund money out of semis
$ServiceNow(NOW.US)$ $Salesforce(CRM.US)$ $Adobe(ADBE.US)$ $Oracle(ORCL.US)$

Nobody else will ever do this!! i hope you appreciate the transparency! feel free to ask me anything :) each portfolio has its own goal! only posting this since i turned 20 today and ill be looking back at this post!
$Invesco QQQ Trust(QQQ.US)$ $SPDR S&P 500 ETF(SPY.US)$ $UiPath(PATH.US)$ $Cloudflare(NET.US)$

$Roblox(RBLX.US)$ anyone have insight why this is going down today aside from general market downside?