$Alphabet(GOOG)$ Morgan Stanley raised its price target on GOOG to 415 from 375 and maintained its Overweight rating. The average street price target is 434.

Some might think it's a naive take, but as long as $Amazon.com(AMZN)$  and $Alphabet(GOOG)$  hold up, I don't see much more downside for $Invesco QQQ(QQQ)$  and SPY. If those two give out, then it's a different story. For now, confidence is still there, and a recovery looks likely if the strength persists.

$Amazon.com(AMZN)$ $Alphabet(GOOG)$ It's holding up remarkably well despite that $SPDR S&P 500 ETF Trust(SPY)$  waterfall.

$Alphabet(GOOG)$  GOOG is on sale. Buying opportunities like this dip are rare... adding here.

$Meta Platforms, Inc.(META)$ It had a nice bounce off the $540 support level. The wedge is formed... let's see if this stock can finally make a move. Strength would be confirmed above $596-600.

$SPDR S&P 500 ETF Trust(SPY)$ The most important thing this week is that we're reaching month-end and portfolio managers are doing window dressing. It's not about PCE, not TA, not valuation—it's about making the books look good. Turn off the financial news and follow this simple rule: if a stock has done well this month, it gets bought; if it's done poorly, it gets sold and taken off the books. Everything else is noise. This is about keeping your job, which is why if a stock has been beaten up this month, you buy it.

$Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$ $NVIDIA(NVDA)$ $Alphabet(GOOG)$ The NASDAQ is up 2.18% today, largely driven by big tech companies like Microsoft, NVIDIA, Apple, Amazon, Alphabet, and Meta.

$Meta Platforms, Inc.(META)$ Meta plans to use Qualcomm's C1000 CPU in its data centers, which marks a notable hyperscaler design win for Qualcomm's AI infrastructure ambitions. Meta is exactly the type of customer the market pays attention to. The company continues to invest heavily in AI infrastructure and has strong incentives to diversify its compute stack as inference workloads scale. As AI deployment expands, CPUs are becoming increasingly important alongside GPUs, particularly for inference, orchestration, and broader data center efficiency. That trend could create a meaningful opportunity for Qualcomm in the enterprise AI ecosystem.

$Carnegie Clean Energy Ltd.(CWGYF)$ When the wind stops and solar output drops, the ocean keeps moving. The consistency of wave energy contributes to grid stability. Carnegie Energy, in collaboration with $Hewlett Packard Enterprise(HPE)$ , has developed a technology aimed at addressing future energy demands. Electricity prices in South Australia spiked to over $20,000 per MWh during the worst one-day wind drought in the NEM in two years. At the same time, large waves were hitting Australia's south coast. Wave energy technology, like that from Carnegie Energy, can provide power when it's needed most.

$NVIDIA(NVDA)$ $Amazon.com(AMZN)$ $Alphabet(GOOG)$ $SpaceX(SPCX)$ The market is borderline at extreme fear, with consensus expectations still pointing to rate hikes, of all things. Meanwhile, Hormuz traffic has normalized, and Gulf commodities are hitting new post-conflict lows every day. The market is bracing as if we're back in the pre-Bidenflation era, which mathematically isn't possible.

$Meta Platforms, Inc.(META)$ Retirement account update. Still my biggest holding, and yeah... I added a bit more again on today's dip. Nothing dramatic here, just staying with what's been working for me. Business is still solid, cash flow is strong, and the AI angle still feels early, not crowded yet. Not trying to time anything perfectly, just letting it compound slowly over time. Feels boring sometimes, but that's usually the point.

Some tech stocks look incredibly cheap on a forward P/E basis right now – the market might be mispricing their growth. $Meta Platforms, Inc.(META)$  - Still a cash cow, with the AI and advertising scaling story intact. $Salesforce.com(CRM)$  - Enterprise software rotation, and the valuation reset is creating an opportunity. $Netflix(NFLX)$  - Streaming dominance and pricing power remain underappreciated. $Adobe(ADBE)$  - AI transition plus recurring revenue stability, but trading at a discounted multiple. $PayPal(PYPL)$  - A deep-value fintech turnaround

1300Before ER. Post-ER, looking at $1400+. I'll be honest, the market still feels a bit slow to fully re-rate this name. Everyone's focused on the "AI winners" at the top layer... but not enough people are thinking about what actually makes the stack work underneath. AI demand isn't just increasing, it's getting heavier, more memory intensive, more infrastructure dependent. And that's where Micron sits. Quietly, but right in the flow. With AI buildouts accelerating and big ecosystem deals in the background, this is starting to feel less like a chip trade and more like a supply chain bottleneck story. The money flow is pretty straightforward when you strip the noise: more training → more compute → more memory usage $Alphabet(GOOGL)$ 

$Alphabet(GOOG)$ I think Google will do better in July. The next two weeks of June are usually the toughest for holding on.

$Alphabet(GOOG)$ Eventually everything gets to its justified value. High PE stocks need to outperform to justify their valuations. Google is at a great entry point for a 3 to 5 year horizon.

$Alphabet(GOOG)$  Based on their pullbacks, Google, Meta, Microsoft, and Amazon all look like good buying opportunities for a long-term investor. After rebalancing my portfolio this year, my current tech holdings are Google ($5k), Amazon, Micron, Intel, and Synopsys. I think all five of these stocks will be at higher prices by the end of 2026. In total, I own 15 stocks, plus the S&P and Nasdaq indexes. There are so many good stocks to choose from. In my opinion, everyone should stay diversified. Per IBD, never let any one individual stock make up more than 5% to 15% of your portfolio, take some profits during momentum runups, and don't marry your stocks. The drop from over $400 to the $340s is a stark remind

$Alphabet(GOOG)$ Berkshire Hathaway invested $10 billion in this funding round at $351.81 per share. This suggests they still see the price as cheap in the long term, and the current share price is, in a sense, close to where the "true professionals" bought in.

$Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$  $Alibaba(BABA)$ Wall Street feels more like a game of manipulation these days. Investors aren't buying fundamentals anymore; they're chasing hype and whatever is fashionable.

$Alphabet(GOOG)$ Google has a 10% stake in SpaceX. It's not just about search, but also about AI, space, and corporate business.

$Mobileye Global Inc.(MBLY)$ Mobileye is getting positive coverage and attention for its plan to launch a Robotaxi service in the U.S. by 2027, which is driving recent price gains and more investor interest. This should compete strongly against Waymo from $Alphabet(GOOG)$  and UBER.