RemoRossi @RemoRossi: " *Weekly Update* This week I..."

United Kingdom

*Weekly Update* This week I added further exposure to the following names: $PDD (PDD Holdings Inc - ADR) $TPR (Tapestry, Inc) $AMZN (Amazon.com Inc) $GPN (Global Payments Inc) mainly due to price correction and exercising dollar cost averaging. I bought more $AMZN as I believe their investment in the GenAI startup Anthropic will boost investor confidence. While investors may view Amazon as behind $MSFT (Microsoft) Azure in GenAI capabilities in the cloud, this perception gap could converge as Anthropic capabilities converge with ChatGPT and AWS starts to benefit more from AI-driven demand growth. New names that I added to my portfolio this week include: $ABBV (AbbVie Inc) $BEKE (KE Holdings Inc.-ADR) $TCOM.CH (Trip.com Group Ltd-ADR) $01211.HK (BYD Co Ltd) . For the latter three, I know the Chinese economy is somewhat unstable and Chinese stocks have exhibited increased volatility however I believe the outlook on China will improve over time and these stocks along with $BABA (Alibaba-ADR) will have significant returns.