To The Moon

$NVIDIA(NVDA)$  acts as the backbone of the AI economy, with over 90% data-center GPU share, explosive AI demand, substantial switching costs, and a roadmap built for a multi-trillion-dollar compute boom. I tend to view it not just as a chip stock, but as the platform for long-term advancement.

I tend to think that this turmoil is temporary, and $Alphabet(GOOG)$  is a permanent profit-making machine.

$Alphabet(GOOG)$  I'd lean towards $Alphabet(GOOGL)$  being the most undervalued AI name, and this discount seems quite substantial.

$Alphabet(GOOG)$ I'm surprised Google didn't turn with the market. I'll be patient.

Rubin demonstrates that $NVIDIA(NVDA)$  is not slowing down. These chips push AI to new heights while keeping America ahead in the race. However, the U.S. needs to allow $NVIDIA(NVDA)$  to sell freely to unlock its full global potential.

$Alphabet(GOOG)$ It's obvious someone is trying to keep it under 3251.

$Alphabet(GOOG)$  Lots of large order inflows returning to profitable techs.

$NVIDIA(NVDA)$  You know Trump wants that 50k on the Dow... it will happen, just one announcement away.

$Alphabet(GOOG)$  I think work Msft cloud slowing, Google's is growing.

$Taiwan Semiconductor Manufacturing(TSM)$  revenue has slowly shifted away from smartphones as $NVIDIA(NVDA)$ ’s massive GPUs consumed more capacity than $Apple(AAPL)$ ’s stalled iPhone cycle.