ZhenYuanGary @ZhenYuanGary: "📊🚀 𝗕𝗶𝗴 𝗧𝗲𝗰𝗵 𝗶𝗻..."

United Kingdom

📊🚀 𝗕𝗶𝗴 𝗧𝗲𝗰𝗵 𝗶𝗻 𝗔𝗜: 𝗧𝗵𝗲 𝗟𝗲𝗮𝗱𝗲𝗿𝘀 𝗪𝗼𝗿𝘁𝗵 𝗜𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 𝗜𝗻 As AI continues to drive transformation across industries, a select group of tech giants are leading the charge. While it is no longer reasonable to expect $NVDA (NVIDIA Corporation) to go another 10x from current market capitalisation of ~$3T to ~$30T, it is safe to assume that the AI market will continue to grow from here on. Here’s why Apple, Microsoft, NVIDIA, Amazon, Google, and Meta are at the forefront of this revolution and why they make compelling investments. 1️⃣ $AAPL (Apple) 🍎 Apple’s integration of AI across its ecosystem is a key differentiator. Apple Intelligence powers features like predictive text, personalized recommendations, and advanced facial recognition, all while maintaining user privacy. With AI-driven innovations in health monitoring and on-device processing, Apple is enhancing user experience in ways that keep customers deeply engaged. With ~$400 billion in annual revenue ability to monetise AI through its devices and services underscores its leadership in the tech and AI space. 2️⃣ $MSFT (Microsoft) 💼 Microsoft is a leader in AI through its Azure cloud platform, which commands a 23% market share in cloud services . Azure’s machine learning tools enable businesses to seamlessly integrate AI into their operations, driving efficiency and innovation. Microsoft’s significant investment in OpenAI, including a $10 billion commitment , enhances its capabilities in cutting-edge AI technologies like generative AI. With over $60 billion in cloud revenue , Microsoft’s strategic focontinues to solidify its dominance in the enterprise market. 3️⃣ $NVDA 🖥️ NVIDIA is at the heart of AI innovation, with its GPUs powering 80% of AI workloads globally. The company’s product innovations, like the Omniverse SaaS platform, are revolutionising how industries use AI for 3D simulation and digital twins. Omniverse allows creators and engineers to collaborate in real-time on massive projects, from virtual worlds to industrial simulations. NVIDIA’s data center revenue, which reached $22.6 billion this quarter (up 427% vs year ago), is a testament to the growing demand for its AI processing power. NVIDIA’s role as the essential provider of AI infrastructure, combined with its cutting-edge products, makes it the most commandeering player in this sector. 4️⃣ $AMZN (Amazon.com Inc) 📦 Amazon’s AI capabilities are embedded across its operations, from AWS’s machine learning services to AI-driven recommendations on its e-commerce platform. AWS, which holds a 32% market share in cloud computing , offers a wide array of AI tools that power innovation for businesses worldwide. Alexa, Amazon’s AI-powered voice assistant, continues to lead in the smart home market, showcasing Amazon’s ability to integrate AI into everyday life. With AWS generating over $90 billion annually, Amazon’s investment in AI is a key driver of its market leadership. 5️⃣ $GOOG (Alphabet) 🌐 Google is at the forefront of AI research and application, with its TensorFlow platform being a key tool for developers worldwide. Google’s AI powers core products like search, YouTube recommendations, and autonomous systems. The company’s AI-driven ad business generates over $200 billion in annual revenue , demonstrating the power of AI in driving profitability at scale. Google’s continuous innovation in areas like natural language processing through Gemini and computer vision ensures it remains a leader in AI, shaping the future of technology. 6️⃣ $META (Meta Platforms Inc) 👍 Meta is leveraging AI to transform social media and pioneer the metaverse. AI-driven tools like content moderation and personalized feeds enhance user experience across platforms like Facebook and Instagram. Meta’s development of the LLaMA (Large Language Model Meta AI) is advancing natural language processing, enabling more sophisticated and interactive AI-driven communication. 🔍 Why Invest? These tech giants are not just participants in the AI market—they are the leaders shaping its future. Their unique strengths in AI-driven innovation, product development, and market influence make them essential investments for capturing long-term growth in this rapidly evolving space. 💡 Top Pick? If I have to pick only 3, it will be $MSFT, $AAPL, and $NVDA - because Microsoft and Apple are closest to consumers and are the gatekeepers to market reach, and Nvidia hold the technology to fuel AI growth. $TSLA (Tesla Motors, Inc.) $SMCI (Super Micro Computer, Inc) $AMD (Advanced Micro Devices Inc) $AVGO (Broadcom Inc) $PDD (PDD Holdings Inc-ADR) $LLY (Eli Lilly & Co) $NVO (Novo-Nordisk A/S SPONS ADR)