Apple and Meta are good picks, No opinion on Roblox, Nvidia and Microsoft are highly overvalued though specially Nvidia, Iβd replace them with Zoom and Wish
But seriously, itβs a bet im willing to take. Lots of projects in AI and everything is super customer focused. If half of the bets pay off we will be closing in on google, Apple valuation easily.
NVIDIA is best poised to dominate compute space. only thing that COULD be a threat was if somehow Quantum had some massive breakthrough and became commercially viable. then Google Intel, etc. may dominate again. but that's extremely unlikely as of today
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No opinion on Roblox,
Nvidia and Microsoft are highly overvalued though specially Nvidia, Iβd replace them with Zoom and Wish
All of them are a disaster.