To The Moon

$Aurora Innovation(AUR)$ $NVIDIA(NVDA)$ Interesting to see who just picked up all those AUR shares.

$NVIDIA(NVDA)$ Jensen has earned a lot of respect. Yearly market-beating returns, a quarterly cash payment, countless partnerships, solid investments, and of course top-tier chips and software. He is a true visionary, and bulls appreciate it.

$Microsoft(MSFT)$ $Alphabet(GOOGL)$ $Meta Platforms, Inc.(META)$ $Amazon.com(AMZN)$ Best companies on the planet in my opinion. Cash flows will surge again after the build out.

$Microsoft(MSFT)$ I don't really know what to say at this point. Still a small position. Started back in March 2025 at 365, now holding 227 shares with a 368 average. I saw 555 and still strongly believe it's going way higher someday. I did sell some at 555, by the way, but I got more back cheaper.

$NVIDIA(NVDA)$  The median price target is now $302. Over all the years I've been invested in NVDA, it has hit every price target over time, no matter how high.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $NVIDIA(NVDA)$ $Palantir Technologies Inc.(PLTR)$ It has been about a week since Michael Burry publicly took a bearish stance on Nebius, and $NEBIUS(NBIS)$  is up roughly 10% since then.

$Alphabet(GOOG)$ New DeepMind CEO is focusing on AI models, while Demis Hassabis returning to Isomorphic Lab should speed up drug developments. I expect Google to ramp up. Its most recent $25 billion debt raise for capex was oversubscribed at $115 billion from institutional investors. That tells you how fundamentally strong Google is.

$Alphabet(GOOG)$ The selling after hours doesn't make much sense to me. The PE here is ridiculously low, and once a rotation kicks in, this thing could start gaining steam like a freight train.

$Alphabet(GOOG)$ To push AI forward, you need capex. In China, the government keeps a heavy hand in direct equity investments through highly structured "National Team" operations. They also encourage Chinese startups to IPO by easing regulations and get additional funding through corporate debt issuance. In the US, this kind of approach is seen as a bad thing. That feels completely off — where's the entrepreneurial spirit?

$Netlist, Inc.(NLST)$ It is hard to find a stock this cheap with a real shot at a 10-20x move from here, especially one with as many connections as Netlist. My year-end price target is $22.00. If you have never come across it, take a look at the recent patent news involving Samsung. There is more on the way. $Samsung Electronics Co., Ltd.(SSNLF)$  $Micron Technology(MU)$  $NVIDIA(NVDA)$  $Alphabet(GOOG)$  So much money is heading to Netlist.