To The Moon

$Marvell Technology(MRVL)$ $Alphabet(GOOGL)$ $Alphabet(GOOG)$  $NVIDIA(NVDA)$ $Microsoft(MSFT)$ It makes sense that near-term guidance already had some Google numbers in it, since Marvell was already working with Google. So the market wants the future faster, but Marvell actually made the future much larger with the expanded Google partnership. I will add that Marvell is becoming 'data movement' for AI infrastructure and operations. Not just a networking-chip company, not just a custom-ASIC company, not just an optics comp

$Alphabet(GOOGL)$ $Alphabet(GOOG)$  Bill Gates said that AI will either be the greatest equalizer ever invented, or the worst source of injustice. Since I own a lot of Google, I would be okay with either outcome. Of course, I would want the greatest equalizer to be our future. Imagine a world without social class, that would be awesome.

$NVIDIA(NVDA)$ $Alphabet(GOOG)$ $Amazon.com(AMZN)$ $SPDR S&P 500 ETF Trust(SPY)$ So is Burry just betting that every one of the AI infrastructure companies are wrong about the future revenue they will be receiving? Like what are the odds that every one of those leaders is wrong and he is right?

$Alphabet(GOOG)$  $Alphabet(GOOGL)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ Google led the seed round for OpenRouter, and it got acquired for $7 billion, lol. Google is becoming one of the best venture funds on earth.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ YouTube is out there signing billion-dollar deals like it's nothing.

$Microsoft(MSFT)$ $Alphabet(GOOG)$  and $Meta Platforms, Inc.(META)$  are trading near or at record low valuations, around 17-21 PE, not even forward PE, and they still can't find buyers. Meanwhile pump and dump scams like $NEBIUS(NBIS)$  keep going higher at 100 PE.

$Tesla Motors(TSLA)$ Looking for a double-digit gain day, with a close somewhere in the $380 to $395 range.

$NVIDIA(NVDA)$  I've been saying it since NVDA was in the $180s, $190s, and $200s — I think NVDA finishes the year closer to $300 than $200.

$Alphabet(GOOG)$ I'm still using any new cash to add to GOOG. To me, Wall Street's decision to sell what's arguably the most obvious AI winner, along with NVDA, still doesn't make a lot of sense.

$Alphabet(GOOG)$ This one is really getting left behind. I picked up some cheap calls for late August just in case. If we get news, maybe there's a chance for a big move while some money rotates out of the Mag 7 after people finish pumping those.