$Apple(AAPL)$ $SPDR S&P 500 ETF Trust(SPY)$ $Microsoft(MSFT)$ It seems like Apple wasn't going to be left out of the market rescue. These two old competing juggernauts pulling through together in the end is not something a lot of people saw coming.

$Alphabet(GOOGL)$  Google should rally based on Microsoft's earnings and what they indicated for AI. If it falls, the market is just too slow to realize what's coming. I'm buying any dip here. $350 feels like the minimum. Depending on Amazon's earnings, getting back to $350 by the end of the week seems absolutely possible.

The AI race is something the US needs to win. $Oracle(ORCL)$  $Microsoft(MSFT)$  $Alphabet(GOOGL)$ 

$Alphabet(GOOGL)$  This is the best stock for me. My average is 383, and I'm holding for 10 years. After those 10 years, I'll reassess whether I want to hold for another 10. I'll keep selling calls and reinvesting along the way.

$Alphabet(GOOGL)$ How many market timers got caught off guard by this move higher? Walsh was Trump's pick. Did anyone really expect rates to go up? Of course, Walsh still has to make it look like the Fed is independent from any outside influence... sure, wink wink.

$Alphabet(GOOGL)$ Gemini and Grok have been a huge help for me. I'm limited by my own thinking, but the AI $Tesla Motors(TSLA)$  just searches objectively and gives me a direction that keeps me on an even keel. Humanity has never seen anything like it. These AI tools know everything, but they cannot do or experience what we can. Elon Musk is right. Brave new world out there.

$Microsoft(MSFT)$ I'm really tempted to go in with a full position just for the earnings. It's been beaten down for over a year now and feels due for a big gap up.

$Microsoft(MSFT)$ After the earnings report, I'm hoping August turns into a recovery month and we see a move back toward the previous high of $470. Fundamentals still look solid to me — MSFT is a tech giant, sitting on a backlog of $620 billion, and the company keeps innovating with steady cash flow coming in.

$Alphabet(GOOGL)$ Hyperscalers are getting hit for pouring so much into AI capex, but they are probably the ones that will still be standing and capitalizing the most in the end. These are well-run companies — temporary negative cashflows are not the end of the world. Market sentiment will shift.

$Alphabet(GOOGL)$ It's kind of funny watching investors slowly figure out that massive profit usually means a great investment.

$Alphabet(GOOGL)$ Holding the position so far. NFLX getting bought up off that gap down too, which is what bulls would want to see.

$NVIDIA(NVDA)$ , $Alphabet(GOOGL)$ , $Celestica(CLS)$ , and $Broadcom(AVGO)$  are testing critical 200-day MA support. Price is coiling heavily as liquidity gets absorbed off key levels. The question is whether you'd rather load up on AI leaders at long-term support or chase defensive staples after they've already run up during the dip. Smart money is already positioning.

$Alphabet(GOOGL)$ Alphabet really seems to have a lot going for it. Waymo is scaling up, they have in-house chips, and if Apple manages to push China-made memory, Google Nexus could benefit. YouTube is also generating significant revenue. It wouldn't be surprising to see it cross 330 today in no time.

$Celestica(CLS)$ $Alphabet(GOOGL)$  They already raised capex guidance, so raising the broader guidance would make sense. Worst case, a lot of the downside looks priced in already. I've got some CSPs on this one too.

$Alphabet(GOOGL)$ 327.5C Jul 27 repeat sweep, $41.2K at $0.55 per contract, 40.9x Vol/OI, spot at $327.28. Another repeat sweep at the $327.5 strike on GOOGL, 0 DTE, $328.05 breakeven, 40.9x Vol/OI, bringing today's total bullish flow to $595K.

$Adobe(ADBE)$ $Salesforce.com(CRM)$ $Intuit(INTU)$ $Microsoft(MSFT)$ $ServiceNow(NOW)$ If software manages another gain like this tomorrow, it's hard to believe the bottom isn't in. The sector has been lacking consecutive moves like this, mostly just rotating with chips.

$Taiwan Semiconductor Manufacturing(TSM)$ GOOGL reported last week, and now META, AAPL, and AMAZON are all reporting this week. Across the board, the real winner from all this spending looks like it will be TSM.

I don't get how people view $Alphabet(GOOGL)$  as trash. It's a company that should be trading above $400.

$Alphabet(GOOGL)$ That 8% dip was a gift. Software plus ads means high profit margins. Still can't believe some actually dumped it.

$Microsoft(MSFT)$ We're in a pretty wild bull run right now. There have been plenty of moments where the market could have dumped, but it just hasn't happened. I'm looking forward to seeing this trade at $700, especially knowing some people already sold near the bottom.