Put your earmuffs on. 

Because markets have been LOUD this week.

• Nvidia popped after Trump’s team hinted at a rollback of Biden’s AI chip restrictions.

• Alphabet tanked after Apple hinted it might dethrone Google Search.

• Uber got dinged on “disappointing” revenue and an FTC lawsuit.

• And Bitcoin's hovering around $100K again.

In other words: chaos.

But I’m here to remind you of something I said just a few weeks ago: the best portfolios aren’t built around headlines. They’re built around conviction.

And mine hasn’t changed.

My Perfect Portfolio – Nvidia, Meta, Uber, Alphabet, and Bitcoin – is designed to massively outperform over the next 3–5 years.

Temporary volatility is part of the game. But the long-term trajectory of these five assets is still up and to the right.

Let’s break it down:

Nvidia (NVDA): AI’s Arms Dealer

News that the Trump administration may roll back Biden-era chip export restrictions sent Nvidia stock up sharply this week.

But whether the rule sticks or gets scrapped, it doesn’t matter to my thesis.

Nvidia is the arms dealer in the AI revolution.

Governments can bicker over where the chips go, but everyone (from the U.S. to China to Saudi Arabia) wants them.

And there’s only one kingmaker: Nvidia.

With AI demand exploding globally and Jensen Huang already warning that U.S. restrictions are pushing buyers toward China, expect Nvidia to keep selling every chip it makes.

AI is the new oil, and Nvidia owns the wells.

Alphabet (GOOG): Down But Not Out

Alphabet stock got hit after Apple’s Eddy Cue suggested AI tools could eventually replace traditional search.

But speculative quotes in a courtroom don’t undo Google’s dominance.

Google still controls the infrastructure of the internet. It dominates search, maps, video, cloud, and increasingly, AI.

But here’s what the market isn’t pricing in: Waymo.

Waymo is a massively undervalued juggernaut.

It’s years ahead of its competitors in autonomous driving, and it's not some theoretical moonshot – it’s operating robotaxis in multiple U.S. cities right now.

If Waymo were spun out today, it could easily command a multi-hundred-billion-dollar valuation. Yet it's quietly buried inside Google’s “Other Bets” line item.

While others talk about AI or autonomous futures, Alphabet is already shipping both.

Stick with the stock.

Uber Technologies (UBER): Profitable, Growing, and Autonomous

Uber delivered earnings this week that beat profit expectations, but revenue came in a hair light.

Traders panicked. I didn’t.

Why? Because Uber’s core business is compounding – 14% revenue growth, 18% trip growth, and 170 million monthly users.

That’s not a transportation app. It’s a global logistics platform.

And here’s what really matters: Uber is already executing on autonomy.

In fact, during Q1, Uber’s CEO revealed that 100 Waymo vehicles operating in Austin are now “busier than over 99% of all drivers” in the city – proving that more vehicle supply is great news for Uber’s business.

Let that sink in. Robotaxis aren’t five years away. They’re here. And Uber owns the demand funnel.

Uber also announced a significant expansion of their strategic partnership with WeRide (WRD) this week, adding 15 additional cities globally over the next five years, including in Europe.

Autonomous vehicles are not some far-off vision.

It’s a multi-billion-dollar transition in motion – and Uber stands to benefit greatly.

Meta (META): The Silent Compounder

Meta didn’t make headlines this week. And that’s fine. Because Meta’s strength isn’t flash – it’s force.

This company is quietly becoming the most powerful platform in the AI + social + metaverse space.

It owns attention (Instagram, Facebook, WhatsApp), infrastructure (Llama 3 and Meta AI), and even the hardware (Quest, Ray-Ban smart glasses).

Don’t let the silence fool you.

Meta is minting money and compounding under the radar – all while trading at a cheap valuation.

Bitcoin (BTC): The Once-in-a-Generation Asset

Bitcoin is pushing toward $100,000 again and skeptics are out in full force – as they always are when it surges.

But here’s the thing: Bitcoin doesn’t need to be understood by everyone.

It just needs to keep proving itself. And it has – for 15 years.

In a world of devalued fiat, endless government spending, and fragile banking systems, Bitcoin stands alone as a digitally scarce, permissionless store of value.

I said it before, and I’ll say it again: the risk of not owning Bitcoin far outweighs the risk of owning it.

A small position can change your portfolio forever.

Like a venture capital bet, you only need one or two to hit big.

Final Words

This week’s news highlights the volatility these assets face.

Yet, my Perfect Portfolio remains unchanged.

Nvidia, Meta, Uber, Alphabet, and Bitcoin are still poised to massively outperform over the next 3-5 years, driven by their leadership in AI, autonomous mobility, digital advertising, and crypto.

Regardless of short-term noise, these assets belong in your portfolio for the long-term growth story they represent.