'LONG-DURATION PLAY': Portfolio Wealth Advisors CIO on the next wave of mega-cap tech

Recommendations

Entry is the asset's closing price on the publication date. Current is the last close on record.

1. 01 AMZN NASDAQ BUY -7.06%
   Entry $271.58 31 Jul 2026

   Current $252.40 09 Sep 2026

   Result −$19.18

   vs. index −9.1% SPY +2.1% over the same days

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   Surrounding source transcript

   … SEE NASDAQ GO LOWER, BUT I DECIDED YESTERDAY LET'S BE REALISTIC. TOO MUCH MONEY AND VALUE AND BANKS LIKE BANK OF NEW YORK TRADING AT TWO AND A HALF TIMES. J.P. MORGAN HISTORICALLY A PRICE TO BOOK, IT'S RIDICULOUS SO I'M LOOKING RIGHT NOW, I WANT A LONG DURATION PLAY, AMAZON AND THINGS LIKE RESULT. >> LET'S TALK MICROSOFT, 17% ON THE TRAINING, THAT'S HUGE, ONE OF THE BIGGEST GAINS WE'VE EVER SEEN IN THESE ARE THE EARNINGS, WHAT IS IT ABOUT MICROSOFT HERE? YOU SAY, IT'S LIKE THE BEER WINNER. >> NUMBER ONE, THEY ARE OPERATING MARGINS W…

   I WANT A LONG DURATION PLAY, AMAZON AND THINGS LIKE RESULT.

   Go

2. 02 GOOGL NASDAQ SELL +7.15%
   Entry $356.13 31 Jul 2026

   Current $330.65 09 Sep 2026

   Result +$25.48

   vs. index +5.1% SPY +2.1% over the same days

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   Surrounding source transcript

   …LDN'T WHICH IS INTRIGUING. >> I THINK GOOGLE IS THE BEAT PLAYER, AND NEVER QUITE EXECUTE GOOD ENOUGH, BUT ALSO GOOGLE DOUBLED ITS MARKET CAP WERE MICROSOFT SOLD OFF. THERE WAS A TIME WAS DOWN 35% FROM LAST OCTOBER AND WHAT IT'S ABOUT THIS, MICROSOFT IS A CATCH UP TRADE AND GOOGLE IS MAJOR MONEY, WHY NOT TAKE PROFITS AND MOVE AROUND? I THINK THEY ARE SELLING ROTATION. >> YOU LIKE AMAZON AS WELL, A SIMILAR SITUATION. I WANT TO FAST-FORWARD TO THE FUTURE BECAUSE YOU TALKED ABOUT EDGE COMPUTING AND I LOVE THAT, LIKE WHERE WE ARE GOING WITH ROBOTS AND AI, EXPLAINED TO THE AUDIENCE WHAT IT IS AND WHY AND WHO…

   MICROSOFT IS A CATCH UP TRADE AND GOOGLE IS MAJOR MONEY, WHY NOT TAKE PROFITS AND MOVE AROUND? I THINK THEY ARE SELLING ROTATION.

   Go

3. 03 QCOM NASDAQ BUY +19.50%
   Entry $147.61 31 Jul 2026

   Current $176.40 09 Sep 2026

   Result +$28.79

   vs. index +17.4% SPY +2.1% over the same days

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   Surrounding source transcript

   …S AND AI, EXPLAINED TO THE AUDIENCE WHAT IT IS AND WHY AND WHO IT WILL BENEFIT THE MOST. >> THE WHOLE IDEA IS TAKING AI OFF THE CROWD ONTO THE DEVICES IN OUR HAND AND AUTOMOTIVE, ROBOTS AND THE INTERNET OF THINGS WE USED TO TALK ABOUT, IOT SO QUALCOMM NUMBER ONE PLACE, THEY GOT A PRODUCT CALLED SNAPDRAGON PLATFORM BEING USED IN NUMBER TWO, YOU'VE GOT APPLE, THE HARDWARE, HUNDREDS OF MILLIONS OF AFFLUENT OF PEOPLE ACROSS THE PLANET AND ALL OUR DATA AND THEY KNOW EVERYTHING ABOUT US. THEY WILL START GETTING THE DATA ON THE PHONE VERSUS UP AND DOWN SPENDING ALL OF THAT EXPENSE. A SECONDARY PLAYER, BUT ARM HAS THE ARCHITECTURE, THE INTELLECTUAL PROPERTY TO MAKE EDGE COMPUTING WORK AND EVERYTHING ON THAT SHIP. >> WAS READ…

   SO QUALCOMM NUMBER ONE PLACE, THEY GOT A PRODUCT CALLED SNAPDRAGON PLATFORM BEING USED IN NUMBER TWO, YOU'VE GOT APPLE, THE HARDWARE, HUNDREDS OF MILLIONS OF AFFLUENT OF PEOPLE ACROSS THE PLANET AND ALL OUR DATA AND THEY KNOW EVERYTHING ABOUT US.

   Go

   AI-extracted context "SO QUALCOMM NUMBER ONE PLACE, THEY GOT A PRODUCT CALLED SNAPDRAGON PLATFORM BEING USED IN NUMBER TWO, YOU'VE GOT APPLE..."

4. 04 AAPL NASDAQ BUY +2.08%
   Entry $308.91 31 Jul 2026

   Current $315.34 09 Sep 2026

   Result +$6.43

   vs. index +0.0% SPY +2.1% over the same days

   Cite this call · Watch source video * †

   Surrounding source transcript

   …IDEA IS TAKING AI OFF THE CROWD ONTO THE DEVICES IN OUR HAND AND AUTOMOTIVE, ROBOTS AND THE INTERNET OF THINGS WE USED TO TALK ABOUT, IOT SO QUALCOMM NUMBER ONE PLACE, THEY GOT A PRODUCT CALLED SNAPDRAGON PLATFORM BEING USED IN NUMBER TWO, YOU'VE GOT APPLE, THE HARDWARE, HUNDREDS OF MILLIONS OF AFFLUENT OF PEOPLE ACROSS THE PLANET AND ALL OUR DATA AND THEY KNOW EVERYTHING ABOUT US. THEY WILL START GETTING THE DATA ON THE PHONE VERSUS UP AND DOWN SPENDING ALL OF THAT EXPENSE. A SECONDARY PLAYER, BUT ARM HAS THE ARCHITECTURE, THE INTELLECTUAL PROPERTY TO MAKE EDGE COMPUTING WORK AND EVERYTHING ON THAT SHIP. >> WAS READ…

   YOU'VE GOT APPLE, THE HARDWARE, HUNDREDS OF MILLIONS OF AFFLUENT OF PEOPLE ACROSS THE PLANET AND ALL OUR DATA AND THEY KNOW EVERYTHING ABOUT US.

   Go

   AI-extracted context "SO QUALCOMM NUMBER ONE PLACE, THEY GOT A PRODUCT CALLED SNAPDRAGON PLATFORM BEING USED IN NUMBER TWO, YOU'VE GOT APPLE..."