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𝑵𝑰𝑨𝑵𝑮 💙B❤️ 𝑪𝑼𝑳𝑬𝑹✪
𝑵𝑰𝑨𝑵𝑮 💙B❤️ 𝑪𝑼𝑳𝑬𝑹✪
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Wednesday 08 July 2026 01:57:35 GMT
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3 Stocks I’m buying in April: There’s a lot of uncertainty right now, so I’m focused on buying high quality companies that can weather a downturn trading at reasonable valuations. 1. MSFT  - Trading at one of its cheapest valuations in the past decade.  - Their business is growing profitably at a steady pace, with a massive growth engine in their cloud business and AI. - Industry standard for security & compliance, company executives are highly incentivized to choose MSFT. - Their product is critical to business operations and migration away is extremely difficult, time consuming, costly, and exposes the business to risks. - Their customer base are the richest entities in the world who can pay premium dollars and in the event of a downturn, will still be spending on MSFT’s products - Out of all the software stocks selling off because of AI disruption fears, I believe Microsoft is positioned to survives and thrive from continued AI adoption. 2. META - Trading at an undemanding forward p/e of ~21x for a company accelerating revenue growth to 30% year over year - They operate a high margin business and are near the largest & best in their industry - AI is a tailwind for Meta’s business vs being a target for disruption - Their AI investments give them autonomy over their own destiny - Half of the world uses one of their products, meaning any new monetization efforts have an immense runway due to their distribution  3. AMZN - Trading at reasonable valuations (P/OCF)  - Growing multiple profitable business lines at start-up level pace while being the largest revenue generating company in the world - Massive infrastruture investments which cannot be replicated by another company - Largest cloud provider in the world & cloud is the backbone of technology - Investing in new business lines with massive growth trajectories (Amazon Leo, Tranium Chips, Zoox, Healthcare, Etc) I think these 3 companies continue to win regardless of AI or Geopolitical conflicts due to their positioning. #stockstowatch #investing
3 Stocks I’m buying in April: There’s a lot of uncertainty right now, so I’m focused on buying high quality companies that can weather a downturn trading at reasonable valuations. 1. MSFT - Trading at one of its cheapest valuations in the past decade. - Their business is growing profitably at a steady pace, with a massive growth engine in their cloud business and AI. - Industry standard for security & compliance, company executives are highly incentivized to choose MSFT. - Their product is critical to business operations and migration away is extremely difficult, time consuming, costly, and exposes the business to risks. - Their customer base are the richest entities in the world who can pay premium dollars and in the event of a downturn, will still be spending on MSFT’s products - Out of all the software stocks selling off because of AI disruption fears, I believe Microsoft is positioned to survives and thrive from continued AI adoption. 2. META - Trading at an undemanding forward p/e of ~21x for a company accelerating revenue growth to 30% year over year - They operate a high margin business and are near the largest & best in their industry - AI is a tailwind for Meta’s business vs being a target for disruption - Their AI investments give them autonomy over their own destiny - Half of the world uses one of their products, meaning any new monetization efforts have an immense runway due to their distribution 3. AMZN - Trading at reasonable valuations (P/OCF) - Growing multiple profitable business lines at start-up level pace while being the largest revenue generating company in the world - Massive infrastruture investments which cannot be replicated by another company - Largest cloud provider in the world & cloud is the backbone of technology - Investing in new business lines with massive growth trajectories (Amazon Leo, Tranium Chips, Zoox, Healthcare, Etc) I think these 3 companies continue to win regardless of AI or Geopolitical conflicts due to their positioning. #stockstowatch #investing

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