@investmentguru_Dec 30, 2025 · 11:28 AM

WALL STREET’S MESSAGE IS CLEAR: DON’T FADE THE GIANTS Morgan Stanley → $AMZN, $NVDA, $ALAB, $NDAQ, $APPN, $FROG Bank of America → $NVDA, $AVGO, $LRCX, $KLAC, $GOOGL, $META RBC Capital Markets → $ABNB, $META, $UBER, $DASH, $MSFT, $INTU, $CRM Wolfe Research → $MU, $FDX, $ORLY, $LITE, $AMZN, $META, $UBER, $GOOGL, $MSFT, $NVDA Top investment banks are largely aligned on one theme — stay long quality, stay long scale. Despite rotation, volatility, and selective underperformance, institutions continue to back mega-cap leaders and dominant platforms. Mag 7 leadership remains intact, and Wall Street isn’t giving up on giants like Salesforce and Uber, even if they haven’t fully participated in recent rallies. Scale, cash flow, AI exposure, and market dominance still matter — especially in a late-cycle, rotation-heavy market. When uncertainty rises, institutions don’t chase noise — they double down on proven leaders.

@amitisinvestingDec 29, 2025 · 5:16 PM

WALL STREET TOP STOCK PICKS FOR 2026: Morgan Stanley → $AMZN, $NVDA, $ALAB, $NDAQ, $APPN, $FROG Bank of America → $NVDA, $AVGO, $LRCX, $KLAC, $GOOGL, $EL RBC Capital Markets → $ABNB, $META, $UBER, $DASH, $MSFT, $INTU, $CRM, Wolfe Research → $MU, $FDX, $ORLY, $LITE, $AMZN, $META, $UBER, $GOOGL, $MSFT, $NVDA pretty much all the banks are saying go long Mag 7s and don’t fade giants like salesforce and uber even if they haven’t held up either the Mag 7 trade gets exhausted next year or the big get bigger…