To The Moon

$Roundhill Memory ETF(DRAM)$ $iShares Semiconductor ETF(SOXX)$ $Micron Technology(MU)$ I think we might have seen a short-term bottom here. The Meta news feels like a hit piece designed to spook retail out of their positions. The idea that Meta miraculously found all this excess compute is questionable—it didn't come from a magic compute tree, it likely came from the scaling back of the Metaverse venture. It was already known that Meta was positioning itself as a hyperscaler alongside $Microsoft(MSFT)$ , $Amazon.com(AMZN)$ , and Google. The market's reacti

$Microsoft(MSFT)$ The bounce in the software ETF $iShares Expanded Tech-Software Sector ETF(IGV)$  off its 20-week moving average looks like it could have implications for the intermediate term, not just a short-term move like the one we saw back in April and May. The sector's favorable seasonal period is still in play, running through mid-September.

Looking at historical trends, July has closed 1%-2% higher for twelve consecutive years. I'm keeping an eye on SPY, as I think there's a chance it could reach around $760 and then $820+ by the end of the year. Here are some stocks on my radar that I believe are trading at attractive levels: 1. $Microsoft(MSFT)$  at $480 – The AI Foundry and potential Azure reacceleration once the current capex concerns ease up. 2. $Meta Platforms, Inc.(META)$  at $720 – Its advertising business is funding the AI buildout, and it's still showing 33% revenue growth. 3. $Tesla Motors(TSLA)$  at $520 – Catalysts like FSD v14 and the Cybercab ramp into 2027. 4.

$Microsoft(MSFT)$ Nadella's main focus is on software margins and leveraging the ecosystem, which he expects will drive strong ROIC over time, more so than just the raw infrastructure spending itself. It's a long-term play.

$Carnegie Clean Energy Ltd.(CWGYF)$ Carnegie uses HPE's supercomputing power and Deep Reinforcement Learning (RL) to predict wave patterns in real-time. As tech hyperscalers exhaust local grids to power AI data centers, Carnegie's wave technologies are being developed as a potential 24/7 "sovereign" baseload power source to augment traditional wind and solar grids.

Yeah, it shows that head and shoulders pattern on the five-year chart. I wasn't even keen to project it downward, but it could be a spot to add more. It would likely align with when $Microsoft(MSFT)$  starts monetizing AI. Nadella is lining everything up—they have chips, AI, data centers, and so on. It takes time for business investments to pay off. In this case, $Microsoft(MSFT)$  typically sees returns in three to six years, but I'm looking at around three years because things are moving fast now.

$Alphabet(GOOG)$ My own speculation: $360 by the earnings date, $400+ after earnings. GCP growth will likely shock Wall Street again.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ People here who think Alphabet should have a current P/E of 18 aren't thinking straight. They're not looking at forward earnings and the time value of money. A year from now, if the stock stays at the same price, the P/E will be closer to the 18s.

Lumilens represents $POET Technologies Inc(POET)$ 's largest and most explosive commercial milestone to date, defined by a massive $500 million framework agreement over the next five years. Backed by premier Silicon Valley venture capital firms (Sequoia and Mayfield), Lumilens is a disruptive startup aiming to build open, highly efficient optical architectures, such as Co-Packaged Optics / CPO. Their mission is to break the near-monopoly that legacy networking giants currently hold over AI optical modules. According to public OSINT and executive LinkedIn data, Lumilens' initial and primary launch partner is a Top-3 global hyperscaler. Industry consensus points strongly toward $Amazon.com(AMZN)$ 

$Microsoft(MSFT)$ I agree, Microsoft, Service Now, SAP, Veeve, Zscaler, IBM, Salesforce, and of course IONQ, are solid picks. All represent significant opportunities.