stocks i'm buying (during the crash)

The market is getting absolutely railed these couple days, but I'm not panicking. I'm going shopping. I'm still not entirely convinced that this is the bottom, but there still are some great companies that are trading at a discount. So these are a few of my picks for my long-term portfolio while they're still on sale. Last week was fun cause despite big tech like Amazon and Google absolutely crushing earnings, their stocks got basically, investors were spooked over enormous cap-ex guidance. Google guided like $175 billion, Amazon $200 billion. The fundamentals are still rock solid. The stock is being punished, but that also means there's a great opportunity. And if you follow on where that cash is flowing, it's straight into AI, which means I'm watching couple other stocks, companies that build out AI infrastructure, data centers, cloud computing, GPUs. My two picks there are IREN Ltd and Nebius Group NV. If you're curious to see all 25 of my holdings, comment the word stock below and I will send you a DM.