I have been buying Amazon, Crowdstrike, and semis. i like Lam research and Applied Materials. I wouldn't buy right now until the tax bill is voted on. I like cyber security as a way to play stocks that won't get hit by tariffs. Companies also can't just ditch their cyber security to save money. Ask AN how it would go without cloudflare. I like Palantir right here.
I have taken some initial positions in Fortinet and Zscaler as well. I do know the tickers but find it pretentious when people list a bunch of weird tickers. Lol
I sold Google as I am finding i use ChatGPT more than a search these days. I sold Nasdaq the company not the index funds as I think they won't get as many listings coming up soon.