To The Moon

$Meta Platforms, Inc.(META)$  I initially thought Meta building a data center was a bullish sign, since it could indicate more spending on AI. Meta could potentially benefit from that trend.

$Meta Platforms, Inc.(META)$  I think we could see $750 after earnings. Last time Google went up a lot, this time maybe Amazon, Microsoft, and Meta will take their turns.

Interesting to see a fresh catalyst for the AI infrastructure space. Baird just initiated coverage on $CoreWeave, Inc.(CRWV)$  and $NEBIUS(NBIS)$  with Outperform ratings, and both stocks moved around +4% on the call. The price targets set are $100 for $CoreWeave, Inc.(CRWV)$  and $250 for NBIS. The core thesis seems to be that AI infrastructure supply is constrained, and operators with solid execution are well-positioned to capture the demand. For $CoreWeave, Inc.(CRWV)$ , the points highlighted are expanding compute capacity, a proprietary platform, and a strong relationship with Nvidia. For

Alphabet's Q2 results are out, showing strong growth across its key segments. Search revenue was up 17%, while Google Cloud saw a significant 82% increase. YouTube Ads grew 13%, and Subscriptions, Platforms & Devices rose 15%. Network revenue was down 1%, and Other Bets grew 2%. The standout is clearly Google Cloud's 82% growth, which points to ongoing strength in AI infrastructure demand. Search remains the core business, but Cloud and AI investments are becoming more critical as growth drivers. Now the focus shifts to margins, AI CapEx spending, progress with Gemini, and management's outlook. Strong numbers are positive, but the main question is whether Alphabet can turn its substantial AI investments into sustained revenue growth over time. $A

$SanDisk Corp.(SNDK)$ Closed above $1,600. Expecting strong numbers from $Alphabet(GOOG)$  after earnings.

$Meta Platforms, Inc.(META)$ Another low-volume drop doesn't really mean much for the long term. The 700 level seems within reach by month-end, and 1,000 by year-end if the earnings report is solid.

These ten stocks are the ones I'm most bullish on at the moment. I think they're trading well below their intrinsic value. $ServiceNow(NOW)$  $Oracle(ORCL)$  $Meta Platforms, Inc.(META)$  $Adobe(ADBE)$  $CoreWeave, Inc.(CRWV)$  There seem to be a lot of solid opportunities if you know where to look.

$Alphabet(GOOG)$ It's losing some momentum. I thought the expectation was to beat and raise. I was looking for 370 before earnings and 400 after.

$Alphabet(GOOG)$ GOOG looks like the real deal, which is probably why Buffett put money into it. The numbers coming out could be pretty impressive.

The market has been creating opportunities for those who can stay patient. We saw pullbacks in June that rewarded investors who stepped in, with $Meta Platforms, Inc.(META)$  moving from $543 to $680 and $Amazon.com(AMZN)$  from $227 to $255. Now in July, there's another set of moves to watch, like $Micron Technology(MU)$  from $1,236 to $850, $NEBIUS(NBIS)$  from $294 to $175, and $Oracle(ORCL)$  from $190 to $125. Historically, some of the biggest gains can come when sentiment is weak. The real test is whether one is willing to act when others are fearfu