$NVIDIA(NVDA)$  When bears say Google raising money for more AI spend means it's over, I think they're missing the point. This isn't over by a long shot.

$Alphabet(GOOG)$ Berkshire and Cathie Wood recently bought Google shares. We all know how much Berkshire purchased. Wood also bought $96 million in Google shares after the recent drop. Different strategies: Berkshire is long term while Wood is short term. It's a good time to buy.

$Microsoft(MSFT)$  Recently, when semiconductors are weak, I've noticed some money rotating into the software sector.

$Carnegie Clean Energy Ltd.(CWGYF)$ 2.6M volume, up 6.8% – another very good day for Carnegie Energy. Hope this positive trend continues.

$Alphabet(GOOG)$  With Berkshire backing Google with funds, I think this stock should be over $500. Google is an ecosystem and they are strong in the game.

$Alphabet(GOOG)$ If I've calculated this right, it's roughly a 5% dilution, or maybe a $15 impact on the share price. So the price should have already factored that in by now. I expect it to recover quickly from here and move up with the rest of the high-flyers.

$Microsoft(MSFT)$  The whole hype is about Google raising $80 billion to finance AI, which is raising a fear that Microsoft, IBM, and maybe more companies will need to raise some money. Regarding Microsoft, their free cash flow is very positive and they haven't announced anything. So, it's possible the market will brush off the whole Google story if Microsoft can hold the price between $440 and $450 over the next couple of days. If that happens, the next leg could be towards $500.

$NVIDIA(NVDA)$ A strong buy. It looks undervalued. I think it's worth 339! The new laptop products should accelerate growth, setting up for massive earnings and growth in the coming years. I'm loading up on more.

$Microsoft(MSFT)$ I find it hard to believe it's going to move back up to break 430 again just to sell off down to 300. The kind of price action we've been seeing lately doesn't feel like it's driven by retail. And if it's institutions, they wouldn't be putting this much money on the line just to watch it fall way down. MSFT deserves to break out and put in another leg up toward 450 soon.

$Alphabet(GOOG)$ The stock is really solid; I'm just surprised it hasn't moved higher. GEMINI is taking all the business from competitors. They're putting all their money into expansion to meet demand.

$Alphabet(GOOG)$ Alphabet will definitely reach a $10T market cap. It's just a matter of time.

$NVIDIA(NVDA)$ Nice to see the Canadian ticker NVDA.TO is green.

Bank of America's price target for $NVIDIA(NVDA)$  is 350 and they reiterated a Buy. I guess that's fine, but that "when is it going to happen" part is the real question.

$Alphabet(GOOG)$ If Nvidia can raise their dividends from literally 0 to 25 cents per quarter, then Google can certainly go from paying annually to paying that same amount per quarter. I think so.

$Microsoft(MSFT)$ Nvidia gave Microsoft a thumbs up on the call, claiming they have the most powerful AI servers bar none. Sounds like a good thing.

$Alphabet(GOOG)$ Google has rolled out Gemini 3.5 Flash globally, and it's surpassing GPT 5.5 in agentic benchmarks.

$Alphabet(GOOG)$ Honestly, a lot of people seem to forget that even with Greg Able as CEO, Buffett is still the one overseeing and approving the trades. To me, it looks like he's making sure the ship stays on course.

$Microsoft(MSFT)$  If it weren't for Ackman's move, this stock would be at $390.

$Alphabet(GOOG)$  Berkshire tripled its position in Alphabet during the first quarter.

$NVIDIA(NVDA)$  Honestly, if some people actually knew anything worthwhile, they might occasionally share something useful to liven things up. But for now, let's skip the nonsense. I'm still positive on NVDA.