Stocks

  Company Overview Nvidia Corporation (NASDAQ: NVDA) is a leading technology company based in Santa Clara, California. Founded in 1993 by Jensen Huang, Chris Malachowsky, and Curtis Priem, Nvidia is renowned for its graphics processing units (GPUs) used in gaming, professional visualization, data centers, and automotive markets. Nvidia's innovations extend beyond GPUs to AI, deep learning, and high-performance computing. Key Investment Highlights Market Leadership in GPUs Gaming Dominance : Nvidia is the leading provider of GPUs for gaming, with its GeForce product line being the industry standard for high-performance gaming. Professional Visualization : Nvidia's Quadro GPUs are widely used in professional graphics and visualization applications. Growth in Data Center and AI Markets AI and Deep Learning : Nvidia's GPUs are the preferred choice for AI and deep learning applications, powering solutions in data centers, cloud computing, and research institutions. Data Center

  Company Overview Apple Inc. (NASDAQ: AAPL) is a global technology leader headquartered in Cupertino, California. Founded in 1976 by Steve Jobs, Steve Wozniak, and Ronald Wayne, Apple designs, manufactures, and markets consumer electronics, software, and services. Its product lineup includes the iPhone, iPad, Mac computers, Apple Watch, and Apple TV, complemented by software ( iOS , macOS) and services (App Store, iCloud, Apple Music). Key Investment Highlights Strong Financial Performance Revenue Growth : Consistent revenue growth driven by strong product sales and an expanding services segment. Profitability : High margins, particularly in hardware, contribute to substantial profitability. Cash Flow : Robust free cash flow generation supports significant capital return programs. Brand Loyalty and Ecosystem Premium Brand : Apple’s brand commands a premium position in the market, fostering strong customer loyalty. Integrated Ecosystem : The seamless integration of hardware, software,

Company Overview Microsoft Corporation ( NASDAQ : MSFT) is a global technology giant headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft is a leader in software development, hardware manufacturing, and cloud computing services. Its diverse portfolio includes operating systems (Windows), productivity software (Microsoft Office), cloud services (Azure), and hardware products (Surface devices and Xbox gaming consoles). Key Investment Highlights Robust Financial Performance Revenue Growth : Microsoft has consistently delivered strong revenue growth, driven by its diverse product portfolio and strategic acquisitions. Profitability : High margins in its software and cloud services segments contribute to robust profitability. Cash Flow : Strong free cash flow generation supports dividend payments and share buybacks. Leadership in Cloud Computing Azure Growth : Azure is the second-largest cloud service provider, experiencing rapid growth and gaining m

Investment Thesis for AppLovin Corporation (APP) Overview AppLovin Corporation (APP) is a leading mobile technology company that offers a suite of solutions to app developers for user acquisition, monetization, and analytics. Its primary products include AppDiscovery for user acquisition and MAX for monetization. With the rapid growth of the mobile app market and increasing demand for efficient marketing and monetization tools, AppLovin is well-positioned to capitalize on these trends. Investment Highlights Strong Market Position and Growth Potential Leading Player in Mobile Ad Tech : AppLovin is one of the major players in the mobile advertising technology sector, providing a comprehensive platform that addresses both user acquisition and monetization needs for app developers. Expanding Mobile App Market : The global mobile app market is expected to continue growing, driven by increasing smartphone penetration, higher mobile internet usage, and a shift towards mobile-first experience