$Alphabet(GOOG)$  Just buy Google for upside in SPCX. Google will be fine even if SpaceX goes bankrupt from failed orbital data centers and losses on AI investments.

$Alphabet(GOOG)$  Google's $900 million investment in SpaceX has reportedly grown to $100 billion.

Elon Musk isn't just Tesla; he's an entire empire. The combined value across his companies now tops $4.26 trillion. Here's the breakdown: SpaceX → $1.8T (he owns 82.4%) Tesla $Tesla Motors(TSLA)$  → $1.6T (20.3% ownership) Starlink → $500B xAI → $250B Terafab → $55B X → $33B Neuralink → $10B The Boring Company → $6B SolarCity → $3B Every move in $Tesla Motors(TSLA)$  or the upcoming $Space Exploration Technologies(SPCX)$  IPO isn't just a stock trade; it feels more like a bet on the whole Musk ecosystem. The market is watching closely, and honestly, I'm keeping an eye on it too.

$Alphabet(GOOG)$ Don't be fooled. The deal with Apple will ensure more stable recurring revenues going forward.

$Alphabet(GOOG)$ That algorithmic efficiency is exactly what makes it viable for Google to scale up and handle the massive traffic spike of hundreds of millions of iPhone and Adobe users requesting image edits simultaneously this fall.

$Tesla Motors(TSLA)$  Everyone's expecting a sell-off for the SpaceX IPO... which often means the opposite happens. Just my two cents.

$Tesla Motors(TSLA)$ Still holding at 420, seeing some bounce. Let's see how the open goes. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  $Broadcom(AVGO)$  $Microsoft(MSFT)$ 

I bought puts on $Broadcom(AVGO)$  because I expected it to report and beat earnings, but then fall due to being overbought and its high 93.22 PE ratio. I also bought longer-dated calls, expiring in September (after $NVIDIA(NVDA)$  earnings on August 26 and the market introduction of Vera CPU and RTX Spark, which are two very strong catalysts), because I saw $NVIDIA(NVDA)$ 's 32.89 PE as a reasonable and attractive entry point for me. $Broadcom(AVGO)$  will climb, but it will correct. Meanwhile, $NVIDIA(NVDA)$  has been on the oversold side with excellen

$Alphabet(GOOG)$ Google bought back 1.12 billion shares at an average price of $150 over the last three years. Now they're selling a small portion of it for $350 a share. That's a nice gain, and tax-free too. On top of that, they'll have more capital to put into compute.

$Alphabet(GOOG)$ This pullback is quite deep. The price could go to $340 - $350. I'm going to hop on for the ride. Can't go wrong with Google. Just my opinion.

$NVIDIA(NVDA)$  Apple has approved Nvidia for Google Cloud to support Siri. That's a benchmark move, in my view.

$Alphabet(GOOG)$  The biggest progress so far is in AI and automation. Be glad we're still early in the innings.

$Alphabet(GOOG)$ I think Demis Hassasbis is the secret weapon behind AGI progress.

$Alphabet(GOOG)$ Love this toll booth on the internet highway. That's Google appointing itself as the collector.

$Alphabet(GOOG)$ The AI bubble is nowhere near its peak. In this order: AI, agentic, generative AI, robotics, quantum computing. The tech revolution is here, ready or not.

$Tesla Motors(TSLA)$  Can someone please tell me if it's at 300 yet?

$Alphabet(GOOG)$  I think the $410 level looks more likely now.

$Tesla Motors(TSLA)$ It's interesting that the shorts keep repeating the same arguments they made about Tesla three years ago, while the company keeps improving every day.

$Alphabet(GOOG)$ Bloomberg reports GOOG is in talks with SpaceX to place data centers in space. I see this as quite bullish. Price target at 500.

$Alphabet(GOOG)$  GOOG needs to make some moves and lift the market; it's a leader.