Key Picks Across Sectors:
- AI & Semiconductors: Nvidia, Broadcom (AVGO), Astera Labs (ALAB).
- Cybersecurity: Palo Alto Networks (PANW).
- Tech/Cloud/Software: Microsoft (MSFT), Amazon (AMZN), Meta Platforms (META), Spotify (SPOT), Datadog (DDOG) (with caution).
- Hardware/Memory: Western Digital (WDC), Micron (MU).
- Value & Industrials: Visa (V), Walmart (WMT), Eaton (ETN), RTX Corp (RTX).
- Media: Warner Bros. Discovery (WBD).
