2025 will be a transformational year in AI.

Here are my top picks in AI investing theme:

Hardware | $TSM, $AVGO, $NVDA, $AMD, $ANET

Software | $AMZN, $MSFT, $META, $GOOG, $ORCL, $MDB

AI Agents | $GOOG, $CRM, $META, $NOW, $MSFT https://t.co/AjIrcVVmxH