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Key Strategic Actions Multi-Tenant Retail Sale Completed Final two phases closed; portfolio simplified, $6.5M annual G&A savings, ~$30M recurring capex reduction. Credit Rating Upgrade S&P: Corporate rating raised to BB+ ; unsecured notes upgraded to investment-grade BBB-.

1. Global Payments Backbone with Scale & Reach Mastercard’s network processes over $8 trillion in annual purchase volume , powered by relationships with banks, merchants, businesses, and governments in more than 200 countries.

1. The Foundry King: The Core of Modern Tech TSMC invented the dedicated foundry model in 1987 and today commands ~50% global market share, manufacturing chips for clients like Apple, Nvidia, AMD, Qualcomm, and others.

The Cheesecake Factory is a stock that I believe most people do not understand it's actual potential; or really what makes this stock so attractive for long term growth. Here is a brief description of the company according to Benzinga: "Cheesecake Factory Inc owns and operates restaurants in the United States and Canada under brands that include The Cheesecake Factory, North Italia, and a collection within the Fox Restaurants Concepts subsidiary.

1. Dual-Engine Growth: AI Semiconductors + Software Broadcom is no longer just a chipmaker; it’s a full-stack AI and infrastructure provider , blending hardware and software seamlessly.

1. Social Media Monopoly Meta controls the two biggest social media platforms on Earth — and the third is owned by Meta too.

1. The Backbone of the AI Revolution NVIDIA is not just a chipmaker.

1. Digital Ad Dominance That Prints Cash Alphabet is the undisputed heavyweight champion of digital advertising — responsible for nearly 30% of global ad spend.

1. Business Moat & Market Dominance Microsoft isn’t just “Windows and Word” anymore.