Alphabet
Monitoring AI monetisation, advertising growth, Google Cloud and valuation.
RESEARCH
Watchlist
Companies, ETFs and investment opportunities currently on my radar for further research.
Mastercard
Monitoring payment volume growth, margins and long-term digital payments adoption.
NVIDIA
Monitoring valuation, AI demand and future earnings growth.
OCBC
Monitoring interest margins, dividend growth, regional banking exposure and valuation.
Visa
Monitoring payment volume growth, cross-border spending and long-term digital payments adoption.
Xtrackers Nasdaq 100 UCITS ETF
Monitoring as an Irish-domiciled Nasdaq-100 ETF alternative to QQQ and QQQM.