My big cap selection, GULF.

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The dominant reasons for the select biggest cap US tech stocks keep doing soo well is because these mega big caps own by far the most data which is what drives AI, "surveillance capitalism", now turbo charged!
Along with needed very strong computing power...which mostly these own. Economies of scale. Winners take all. I am here not saying chase those overectended stocks there..
But what I am saying today is in Thailand the best single choice now on that theme is SET big cap.,GULF 40.75. which I think is a stronger buy on this years correction....forget for now the old days on only value smaller caps, things have changed and GULF is a good way to investor ride out the on going SET malaise. Along with AIT, AUCT and TOG.
Paul Renaud
www.thaistocks -and beyond.