Ideas?

https://www.trading212.com/pt/pies/lua2LbG5mCkbey24uUDCHJHdUyIa9

Yes, no AAPL, MSFT, ASML or TSMC intentionally. NVIDIA, Google and Amazon bolstered by secondary positions in ETPs. Includes potential Chinese leaders as well (some are not available for trade on European brokers unfortunately because there would be more to add). Share your thoughts.

$NVDA (+0,4%)
$AMZN (+0,1%)
$GOOGL (+1,27%)
$AVGO (-2,17%)
$QCOM (-0,23%)
$ARM (+1,68%)
$AMD (+1,56%)
$BABA (-0,09%)
$BIDU (+0,56%)
$TCEHY (-0,84%)
$PLTR (+0,57%)
$IONQ
$NVDI
$GOOI
$AMZI
$ASML (-1,43%)
$MSFT (+0,27%)
$AAPL (-0,21%)
$TSM (+0,17%)