$NVDA - NVIDIA's strong market position in AI chips and strategic partnerships, particularly with Oracle, suggest potential for continued growth and dominance in the AI infrastructure market.
$ORCL - Oracle's focus on bare metal infrastructure for AI and cloud computing positions them well in the market, particularly as a key partner for NVIDIA.
$AAPL - Despite criticism, Apple maintains its status as a technology company with potential for continued innovation and growth, albeit in less exciting areas.
$NFLX - Netflix shows potential to create Disney-level franchises, as evidenced by the success of K-pop Demon Hunters, indicating possible growth in content value and subscriber retention.