$Alphabet(GOOG)$ ? More like ​​"Silicon Valley’s AI Roulette King"​​ — this stock ain’t bleeding, it’s *shoving 75B chips into TPUv7beasts while adcashsingskaraoke. Bears sob“tariffs! cloud lag!”but when Sundar’s A2A protocol turns Agent wars intoPac−Man and 622B buybacks double as panic pillows, a 12% dip is just ​​Alphabet’s way of winking “all-in, nerds”​​. AR glasses steering drivers? That’s Android Auto’s plot to turn commutes into sci-fi. Stay long before Wall Street learns cash burns are just GOOG’s warm-up act.

$Intel(INTC)$ said on Monday it would sell a 51% stake in Altera to private equity firm Silver Lake, valuing the programmable chip unit at $8.75 billion. Intel bought Altera for nearly $17 billion in 2015. Lip-bu is smart. he didnt unload the whole business at discounted price :)Nice to buy at this moment!

$NVIDIA(NVDA)$ Shorts just want to scare you, obviously ignore them, Nvidia would obviously benefit from this government, don't abandon your bullish position if you do you'll regret it. Inevitably Nvidia will start to fly very soon, it's bullish.

$Palantir Technologies Inc.(PLTR)$ Just picked up a few shares of PLTR. Super high PE but Wall STreet loves this stock. Love to buy more in the 70s or 80s. If not I'll ride this puppy back up to new highs!!!Plantir Peanuts is going places, buy all you can!!!

$Apple(AAPL)$ ? More like ​​"Cook’s Cash Cannon"​​ — this stock ain’t lagging, it’s reloading with tariff exemptions and buyback bazookas. Bears whine “China! AI flops!” but when 363B net profits buy 15B iPhones and a Mars colony,a 7250​. Grab shares before India’s iPhone tsunami hits and services turn $278B into Tim’s AI piñata

$Microsoft(MSFT)$ open and the rest of the week will be explosive. 0 impact by tariffs due to exemptions. Congrats to those that stuck to their convictions. BamWhat’s more, smartphones and computers will be exempted from Trump’s reciprocal tariffs.Trump earlier this month imposed 145% tariffs on products from China, a move that was poised to take a toll on tech companies like Apple, which makes most of its other products in China.

$Amazon.com(AMZN)$ Another way to look at AMZN- Who really believes anyone is going to stop shopping on Amazon, and start going to stores again, no matter who's making the products or what they cost. It's over for physical location shopping, AMZN will still be the place to shop, no matter what happens. I know i'm buying any down days and holding for the long term. Good luck fellow longs.

The valuation gap between the biggest stocks (the megacaps) and the rest is unlikely to persist indefinitely.“By 2005 or so, it will become clear that the Internet’s impact on the economy has been no greater than the fax machine’s,” declared a former winner of the Nobel Prize in Economics in 1998. This famous quote clearly demonstrates how even the sharpest analytical minds can struggle to forecast the pace of technological progress.It is now increasingly consensus that a booming artificial intelligence (AI) industry is driving the next technology revolution. For investors, however, the most important question to address is whether the expectations embedded in financial markets today project a realistic path ahead.AI stocks and index concentrationThe current composition of the

Effective tariff rate is still above 20% despite the 90-day pause.This will increase inflation and reduce growth.Here's 10 undervalued tariff-proof stocks on my watchlist: 🧵1. $ASML Holding NV(ASML)$ 5-Year Revenue CAGR: 14%Return on Investment: 25%Forward P/E: 24ASML holds a monopoly on EUV lithography, essential for manufacturing advanced chips.Every new AI model and vertical agent boosts chip complexity, driving demand for ASML’s machines higher.With semiconductor equipment exempt from tariffs, ASML remains the ultimate pick-and-shovel play in AI compute growth.Image2. $Taiwan Semiconductor Manufacturing(TSM)$ 5-Year Revenue CAGR: 16%Return on Investment: 26%Forward P/E: 15TSMC has expanded its overall

Hello everyone! Today i want to share some technical analysis with you!1. $Apple(AAPL)$ “If all you ever did was buy high-quality stocks on the 200-week moving average, you would beat the S&P 500 by a large margin over time.”– Charlie MungerAAPL first 200-week test since 2018. 🍎Image2. $SPDR S&P 500 ETF Trust(SPY)$ Boy, that escalated quickly... SPY 479 area looks more important now than ever.Image3. $Invesco QQQ(QQQ)$ This log channel support on QQQ has provided some incredible entries since its origin in the 2008 Global Financial Crisis...Last week, we almost tapped it again.Image4.Is $Broadcom(AVGO)$ good value

Hello everyone! Today i want to share some technical analysis with you!1. $S&P 500(.SPX)$ When worlds collide. 🌎Image2. $AMC Entertainment(AMC)$ The apes might be on to something here.Image3.Bink! Total coincidence I’m sure. $SPDR S&P 500 ETF Trust(SPY)$ | $Invesco QQQ(QQQ)$ | $SPDR Dow Jones Industrial Average ETF Trust(DIA)$ | $iShares Russell 2000 ETF(IWM)$ Image4. $Palantir Technologies Inc.(PLTR)$ The squeeze is strong with this one. 🍋Image5. $NIO I

$Alphabet(GOOG)$ Sure,bears cry “tariffs! ads! China!” but when Sundar’s A2A protocol could make Agent wars look like Pac−Man , and 622B buybacks are your “panic button”, a 12% dip is just ​​Google’s way of whispering “double down, nerds”​​. Cloud Next hype? That’s Gemini 2.5 Flash lighting the fuse. Stay laser-focused on ads, buybacks, and 750B reasons to bet on chaos

$Intel(INTC)$ More like ​​"Silicon Valley’s Underdog Phoenix"​​ — this stock ain’t dead, it’s napping in a fab of 18A-node hopium and CEO Lip-Bu Tan’s engineering cult. Sure, bears mock the 1.87B loss like it’sa🔥dumpster,but when your∗ foundry moonshot∗could outpace TSMC,and Apollo’s sniffing around a buyout,a 6030, and that 0.87 P/B? That’s cheaper than a Black Friday GPU. Grab shares before Wall Street realizes burning cash is just Intel’s warm-up act.

$NVIDIA(NVDA)$ I entered at 117 waiting to some green , it’s a major part of my portfolio, understand even after trump stupid tariff was NVDA CEO manage to convince china and America for zero tariff. The AI sector Future is Only Growing Globally from Here. Don't miss this DIP. Strong Dip-buying Growth in 2025... Over 7,200 Institutional Investors.