Amazon is a core holding due to its scale creating strong, hard-to-penetrate competitive moats.

Growth may then slow down at a time when technology giants such as Microsoft, Amazon, Meta, Oracle, and SpaceX are investing enormous sums in artificial intelligence infrastructure.

if you look at my most important investment assets, you'll find that they usually tend to be Microsoft, Google, and Amazon. These are the giants in whom I already put most of my money .

The reason is that I feel the bigger they get , the more impregnable and difficult their competitive trenches become to penetrate.

As for the winners, as I said before, they will undoubtedly be the operators on the widest scale. Microsoft, Meta, Google, SpaceX, Amazon, and similar names.