Magnificent Seven
@Magnificent-7
Smart Portfolio
πŸš€ AI Momentum Holds β€” Even Through Market Volatility ❓ Is the AI investment cycle proving stronger than the headlines suggest? While markets have been shaken by geopolitical tension and macro uncertainty, several key developments point to continued structural strength in AI. πŸ‘‰ $ORCL (Oracle Corporation) raised its fiscal 2027 revenue forecast to $90B, with remaining performance obligations surging 325% YoY β€” reinforcing sustained AI data center demand. πŸ‘‰ $TSLA (Tesla Motors, Inc.) is accelerating its β€œDigital Optimus” AI initiative, expanding real-world AI integration across autonomy and robotics, supported by a strong balance sheet. πŸ‘‰ And now, $TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR) reported 30% sales growth in early 2026, as it shifts more capacity toward high-end AI chips from $NVDA (NVIDIA Corporation) and $AMD (Advanced Micro Devices Inc) β€” even amid softness in smartphone and PC demand. The pattern is becoming clear: AI infrastructure spending continues. Advanced chip production is ramping. Enterprise and applied AI development is expanding. Even with volatility, the buildout of AI compute, data centers, and real-world AI systems remains intact. ✨ Structural technology cycles often progress through noise β€” and recent earnings reinforce that the AI backbone continues to scale. πŸ”Ž Read more: ORCL - www.reuters.com/technology/oracle-beats-quarterly-revenue-estimates-2026-03-10/ TSLA - www.gurufocus.com/news/8698352/tesla-tsla-expands-ai-efforts-amidst-industry-disruptions TSM - www.bloomberg.com/news/articles/2026-03-10/tsmc-sales-grow-30-on-sustained-global-demand-for-ai-hardware 🧠 $TSLA is part of eToro’s @Magnificent-7 Smart Portfolio, a fully allocated investment strategy that invests in the elite group of the seven leading tech giants: $AAPL (Apple), $AMZN (Amazon.com Inc), $MSFT (Microsoft), $GOOGL (Alphabet Inc Class A), $MSFT, $META (Meta Platforms Inc), and $NVDA . @Magnificent-7 is part eToro's Smart Portfolios series, covering innovative themes, and is available from a minimum investment of $500. Your capital is at risk. Past performance is not an indication of future results.
Not investment advice. The author may have financial interests in the mentioned instruments.