# Big tech's cloud and ad machines keep winning

By @DustinHuntwn on X · https://f.xyz/t/89b6ebb0-0f67-4a15-9cb2-5304d0db3014

> A mix of growth and infrastructure companies, here Microsoft, Amazon and Meta, will beat the market.

**Result:** If held over the last 3 months (Jul 28, 2026 – Oct 27, 2026): +18.2%. Over the same days: S&P 500 +3.5%, Chip stocks −0.3%.

## What it holds

- **Cloud and infrastructure** (71%, +22.7% over 3 months): MSFT (Microsoft) +36.4%, AMZN (Amazon) +7.2%
- **Ads and social reach** (29%, +6.4% over 3 months): META (Meta Platforms) +6.4%

## The plan behind it

Dustin's basket mixes growth stories with companies that own the pipes others rely on. Only Microsoft, Amazon and Meta are on the list, so those three carry the whole bet. Microsoft and Amazon rent out the cloud computing that many other firms run on. Meta earns money from ads shown to billions of people. I kept Dustin's own proportions between the three, so Microsoft is the biggest, then Amazon, then Meta. Uber, Brookfield, Howard Hughes and Restaurant Brands can't be traded here, so this is only part of his full basket.

> 1. Uber Technologies ($UBER): 12.72% of the portfolio
> 
> 2. Brookfield Corporation ($BN): 12.58% of the portfolio
> 
> 3. Microsoft ($MSFT): 11.89% of the portfolio
> 
> 4. Amazon ($AMZN): 10.49% of the portfolio
> 
> 5. Howard Hughes Holdings ($HHH): 10.23% of the portfolio
> 
> 6. Restaurant Brands International ($QSR): 9.62% of the portfolio
> 
> 7. Meta Platforms ($META): 9.25% of the portfolio
> 
> If you find this information helpful, please like, follow, and share.
> — @DustinHuntwn on X: https://x.com/DustinHuntwn/status/2114730862713684359

**What would prove it wrong:** Cloud growth and ad sales both slow down, and these three start lagging the S&P 500 for several months.

## FAQ

### Can I make one from my own idea?

Yes. Write what you believe in plain words at https://f.xyz/create. fxyz asks a couple of questions, builds the portfolio and shows how it would have done over the last 3 months.

### Can I turn a post on X into a theory?

Yes. Reply to the post and tag @fxyzai. It tests the view in the post and replies with the 3-month result and a link.

### What can it trade?

Stocks (Tesla, Apple, Nvidia), crypto (Bitcoin, Ethereum, Solana), pre-IPO companies (OpenAI, Anthropic), indices (Nasdaq 100, S&P 500), commodities (gold, silver, oil, copper) and currencies (EUR/USD, USD/JPY). One theory can mix them, and bet for or against any of them.

### How does it react to news?

On each check it reads the last two days of news on its biggest holdings and says whether the idea still holds. It can make one small change at a time: trim or drop one holding by up to 5 points. On autopilot the change waits 10 minutes so the owner can skip it; otherwise it asks first.

### How do I run it with real money?

For real money, tap Make it mine, open your copy and choose Use real money, with an exchange connected: Hyperliquid, Lighter, Lighter (Robinhood), Backpack, Pacifica or Binance. The money stays in your own account there. fxyz can place trades, but it can never withdraw.

### Can the AI get it wrong?

Yes. fxyz's AI turns the idea into holdings, and it can get that wrong: add a coin or stock that doesn't fit, or miss one that does. Check the holdings before you put money in. In your own copy, ask its chat to add or drop any of them.

### What do the 3-month numbers mean?

What $100 would have done holding this mix over the last 3 months, at real prices. It is a what-if, not a record: past or simulated results are no promise of future ones, and nothing here is investment advice.

Test your own idea: https://f.xyz/test