$NVIDIA(NVDA)$ It still checks every major box on the board right now. Buybacks and a dividend support the floor. Revenue growth continues to accelerate. Margins are holding at elite levels around 74%. New AI platforms are ramping up while legacy demand remains sticky. From a technical perspective, the price continues to track within a clean ascending channel—no sign of a structural breakdown. This is still a trend-following tape, not a valuation reset. If the momentum and channel structure persist into the latter part of the year, the path remains open toward the $250–$300 zone into November–December. Until then, it's a trade for patience, not for timing.

Getting named an NVIDIA AI Factory Specialized Partner gives $Penguin Solutions, Inc.(PENG)$  a notable credibility boost. This isn't just a title; it signals tighter alignment with NVIDIA's AI infrastructure ecosystem as demand shifts toward training, inference, and agentic workloads. If execution follows through, this could help $Penguin Solutions, Inc.(PENG)$  expand enterprise adoption faster than the market is pricing in. Still early, but the positioning just got a lot more serious.

$Alphabet(GOOG)$ There were $46B worth of shares bought today; I don't think anyone sold.

$Alphabet(GOOG)$ $Amazon.com(AMZN)$  is doing exactly what I expect core holdings to do. It doesn't need to double overnight. Consistent execution and strong fundamentals are enough for me.

Major developments have unfolded in the tech sector this week, all closely linked by the central theme of AI. Key events to watch: $NVIDIA(NVDA)$ : Holds its annual shareholder meeting on June 24; guidance regarding the Blackwell architecture will set the tone for AI-related investments. $Micron Technology(MU)$ : Reports earnings on the same day; sustained growth in HBM demand remains the primary driver of market expectations. $Alphabet(GOOGL)$ : The narrative surrounding AI infrastructure spending by major hyperscale cloud providers continues to expand. $Microsoft(MSFT)$ : Remains a central pillar for

$Nokia Oyj(NOK)$ This presents a rare insider buying setup. Last month, the Chief Corporate Development Officer, the CEO's Chief of Staff, and two independent directors bought shares between $15.34 and $16.02. At $13.50, the stock trades below all of their entry prices. Fundamentals are accelerating: Nokia is expanding US manufacturing for photonic chips and advanced packaging to fuel AI network optical scaling. AI/Cloud revenue spiked 49% last quarter with a EUR 1B backlog, backed by a $1B investment from Nvidia. The JPM target is $21.

$Alphabet(GOOG)$ YouTube keeps pushing the envelope every day. It's generating more than triple the hits this quarter. World soccer events are driving huge traffic to YouTube. I think GOOG's earnings this quarter could be off the charts.

$Alphabet(GOOG)$  Shouldn't be overthought here. Eyes on the target of $450.

$NVIDIA(NVDA)$  Jensen Huang gave Nebius a pretty interesting nod at the Inflection event. He basically pointed out how $NEBIUS(NBIS)$  rebuilt for the AI era and scaled from a single data center to gigawatt-level AI factories in just about 2 years. That's not something you casually ignore when it comes from Nvidia's CEO. What stood out to me is the shift in framing from "tokenmaxxing" to "valuemaxxing," essentially building infrastructure where the actual AI demand is landing. It feels more like early validation, not just hype.

$Microsoft(MSFT)$ Hope the slow movers didn't miss the news. Satya rocked the internet today, singlehandedly overshadowing Anthropic and OpenAI. The SaaS trade is now the clear immediate rotation target. Microsoft is already at $395 on Hyperliquid today. It'll be over $400 tomorrow. $450 by end of June.

$Microsoft(MSFT)$  Not gonna lie, this is starting to get interesting again. Historically, the 200-week EMA has been a pretty strong long-term support zone. The P/E compression is also getting close to levels where buyers stepped in before. That ~$385 area keeps standing out on the chart. And the interesting part? The company itself doesn't exactly look broken. AI demand is still massive, cloud is still growing, and they're deeply tied into the entire enterprise AI stack. Could it go lower? Sure. Markets can always overshoot. But historically, these are the kinds of levels where people look back later and say "wow... that was actually a gift."

$Alphabet(GOOG)$ GOOG is miles ahead of ORCL. I figure GOOG will be even further ahead.

$Alphabet(GOOG)$ Berkshire recently bought in at $350 per share. I think $250 would be a good buy.

$Alphabet(GOOG)$ Oracle's earnings will be a sign for Google tomorrow. If the number beats estimates, which I think it will, Google should move higher tomorrow.

$Alphabet(GOOG)$ Holding up pretty well compared to the other guys.

$Microsoft(MSFT)$ It's a shame Microsoft still can't turn positive. They have so much going for them. They'll make a lot from OpenAI, their investments are sound, and they've created ample opportunities across the board to deliver incredible gains for shareholders.

$NVIDIA(NVDA)$  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.