To The Moon

$NVIDIA(NVDA)$  I was away for a bit and it looks like the bears got a bit of momentum. I think we could break through $197 soon.

$Alphabet(GOOG)$ Might get a boost tomorrow from the Anthropic news. Restrictions were removed after safety concerns were resolved, allowing foreign use. Google owns a large stake in Anthropic.

$Alphabet(GOOG)$ The ABC correction looks done on the 4-hour chart. The C leg printed around 333 and bounced hard back to 350. Structure points toward 369 first, then 397, and 423 on a full recovery. Fundamentals are fine, Cloud is up 63%, and Berkshire just bought in. The market sold off on dilution fears from the $80B raise, but the price action has likely found its low. I'm buying gradually from here.

$Alphabet(GOOG)$ Memory prices will come down, and Google will benefit.

$Alphabet(GOOG)$  $Alphabet(GOOGL)$ Too many shorts. YouTube alone will be worth its current valuation by 2035.

$Alphabet(GOOG)$ Hold on to your GOOGL stocks. Warren Buffett is loading up.

$Invesco QQQ(QQQ)$ Dispersion within the Information Technology sector is widening to historic proportions in July 2026. As AI adoption (Big Tech AI Capex) continues to surge in June 2026, industries like AI Communications Equipment (AI Data Centers) and AI Semiconductors are showing strong relative performance, effectively decoupling from Software and IT Services (The SaaSpocalypse).

My take is $Tesla Motors(TSLA)$  will hit new highs, but not until the big money and institutions get a lower entry. The ideal entry area could be around 347.40 to 337, retesting the April 6 level. The next best zone might be 363-358. The record speaks for itself.

$Microsoft(MSFT)$ Bought 2k shares at 351.30, and I'll buy another 2k if it drops to that level again. It feels similar to getting into $Alphabet(GOOGL)$  $Alphabet(GOOG)$  before it tripled. Currently at the 52-week low. My price target is $570, with a forward P/E of 18.5. For a top 10 global company with one of the leading AI platforms, that valuation looks interesting to me.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ Next month's earnings will wipe the smirk off all the bears.