I purchased $1,000,000 worth of PANW shares because I believe the recent dip following lowered guidance presents a buying opportunity, particularly with their strategic pivot to push Cortex XDR and long-term growth prospects remaining intact despite near-term turbulence.

My investment in NVDA reflects confidence in the semiconductor and AI sectors' high growth potential, fueled by Nvidia's standout performance and significant role in driving the market rally, as well as optimism surrounding upcoming interest rate cuts by the Federal Reserve.

I see strong growth potential in Broadcom due to its expanding AI-related business and recent stock split, positioning it for long-term gains. This strategic investment aligns with my focus on high-growth industries.

I believe NVDA's leadership in AI chip technology and the expected performance boost from its upcoming Blackwell platform present a strong growth opportunity, especially given the continued high demand for AI solutions despite recent stock volatility.