Stock	Price	Day	This year	Company value	Sales growth	Our call
AAPLApple	$355.79	+2.09%	+31.23%	$4.97T	+15.1%	Buy more
NVDANVIDIA	$173.85	+2.94%	−6.56%	$4.60T	+83.4%	Keep
GOOGLAlphabetalso GOOG	$293.58	+2.16%	−6.02%	$4.22T	+22.2%	Buy more
MSFTMicrosoft	$521.21	−2.24%	+8.46%	$2.90T	+17.9%	Keep
AMZNAmazon.com	$266.22	−1.72%	+15.34%	$2.44T	+15.3%	Buy more
TSMTaiwan Semiconductor	$413.27	+4.23%	+37.06%	$1.94T	+36.2%	Buy more
AVGOBroadcom	$345.45	+4.06%	+0.36%	$1.76T	+48.7%	Buy more
METAMeta Platforms	$628.76	−1.97%	−4.50%	$1.49T	+27.5%	Buy more
SPCXSpaceX	$139.84	−2.27%	–	$1.48T	+128.6%	Sell some
BRK.BBerkshire Hathaway	$588.39	+0.87%	+17.06%	$1.23T	+6.2%	Buy more
TSLATesla	$390.80	+2.90%	−13.10%	$1.18T	+8.3%	Sell some
SKHY	$142.32	+9.76%	–	$1.13T	+220.3%	Buy more
LLYEli Lilly	$1,437.76	+0.38%	+34.43%	$1.08T	+45.5%	Buy more
MUMicron Technology	$811.95	+11.98%	+184.69%	$1.06T	+256.3%	Keep
JPMJPMorgan Chase	$343.37	+0.38%	+8.62%	$916B	+14.1%	Buy more
WMTWalmart	$125.71	+0.13%	+13.55%	$909B	+6.2%	Sell some
VVisa	$425.63	+0.62%	+22.32%	$701B	+14.8%	Keep
AMDAdvanced Micro Devices	$552.96	+7.33%	+158.20%	$700B	+41.9%	Buy more
JNJJohnson & Johnson	$280.33	−0.16%	+37.64%	$659B	+7.8%	Buy more
XOMExxon Mobil	$166.64	+1.32%	+41.25%	$650B	+19.5%	Buy more