I bought into American chipmaker Nvidia at less than $US200 ($305) a share in 2022 when it had one of its worst years ever, and bought into semiconductor company AMD at less than $US100, convinced that both companies had a long way to fly given the world’s thirst for advanced computer chips, known as graphics processing units.

I invested in ASML, Microsoft, and Alphabet in early 2023, linked as they were to the artificial intelligence boom. I’ve held on hard since, even as experts declared that the tech run would end soon, on higher interest rates and recession.