Charis Hadjigeorgiou
🌍 Market Update & Stocks We Follow β€” Sept 30, 2025 As we close Q3, a few big themes are driving the markets: πŸ”Ή AI & Semiconductors β€” $NVDA (NVIDIA Corporation) continues to dominate the AI chip space, while $AVGO (Broadcom Inc) and $ASML (ASML Holding NV) are gaining traction as critical players. Demand for data and AI infrastructure keeps growing. πŸ”Ή Big Tech Strength β€” $AAPL (Apple) $MSFT (Microsoft) $META (Meta Platforms Inc) $GOOG (Alphabet) and $AMZN (Amazon.com Inc) remain at the center of innovation β€” from cloud to AI integration. Broadcom, Oracle, and Palantir are emerging as the next wave of AI stocks. πŸ”Ή Crypto Resilience β€” $BTC $XRP $SOL, and $ADA held steady through recent volatility. Institutional adoption and blockchain innovation remain strong long-term drivers. πŸ”Ή Energy & Commodities β€” Gold continues to hit new highs as investors hedge against uncertainty, while oil stays firm ahead of Q4 seasonal demand. πŸ”Ή Global Markets β€” $BABA (Alibaba-ADR) and $GE (General Electric Co) reflect how global equities are showing strength outside the U.S., supported by growth in Asia and industrial innovation worldwide. πŸ“ˆ Looking Ahead Inflation data this week will shape Fed policy β†’ potential rate cut next month. AI remains the strongest long-term growth engine. Crypto and gold continue to provide diversification and resilience. πŸ‘‰ Our portfolio already captures these trends β€” from AI leaders ($NVDA, $META, $GOOGL (Alphabet Inc Class A)) to crypto ($BTC, $XRP, $SOL, $ADA) and global names ($BABA, $GE). This is how we stay positioned for both innovation and stability. πŸš€