$Tesla Motors(TSLA)$ Still holding at 420, seeing some bounce. Let's see how the open goes. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  $Broadcom(AVGO)$  $Microsoft(MSFT)$ 

I bought puts on $Broadcom(AVGO)$  because I expected it to report and beat earnings, but then fall due to being overbought and its high 93.22 PE ratio. I also bought longer-dated calls, expiring in September (after $NVIDIA(NVDA)$  earnings on August 26 and the market introduction of Vera CPU and RTX Spark, which are two very strong catalysts), because I saw $NVIDIA(NVDA)$ 's 32.89 PE as a reasonable and attractive entry point for me. $Broadcom(AVGO)$  will climb, but it will correct. Meanwhile, $NVIDIA(NVDA)$  has been on the oversold side with excellen

$Alphabet(GOOG)$ Google bought back 1.12 billion shares at an average price of $150 over the last three years. Now they're selling a small portion of it for $350 a share. That's a nice gain, and tax-free too. On top of that, they'll have more capital to put into compute.

$Alphabet(GOOG)$ This pullback is quite deep. The price could go to $340 - $350. I'm going to hop on for the ride. Can't go wrong with Google. Just my opinion.

$NVIDIA(NVDA)$  Apple has approved Nvidia for Google Cloud to support Siri. That's a benchmark move, in my view.

$Alphabet(GOOG)$  The biggest progress so far is in AI and automation. Be glad we're still early in the innings.

$Alphabet(GOOG)$ I think Demis Hassasbis is the secret weapon behind AGI progress.

$Alphabet(GOOG)$ Love this toll booth on the internet highway. That's Google appointing itself as the collector.

$Alphabet(GOOG)$ The AI bubble is nowhere near its peak. In this order: AI, agentic, generative AI, robotics, quantum computing. The tech revolution is here, ready or not.

$Tesla Motors(TSLA)$  Can someone please tell me if it's at 300 yet?

$Alphabet(GOOG)$  I think the $410 level looks more likely now.

$Tesla Motors(TSLA)$ It's interesting that the shorts keep repeating the same arguments they made about Tesla three years ago, while the company keeps improving every day.

$Alphabet(GOOG)$ Bloomberg reports GOOG is in talks with SpaceX to place data centers in space. I see this as quite bullish. Price target at 500.

$Alphabet(GOOG)$  GOOG needs to make some moves and lift the market; it's a leader.

$Tesla Motors(TSLA)$ BYD's flagship electric SUV, the Datang, has secured over 100,000 orders in a short period after launch, and it's priced under $40K. The three-row electric SUV boasts a range of up to 590 miles (950 km) on a single charge and features BYD's new 5-minute Flash Charging. Orders for the BYD Datang electric SUV have piled up quickly post-launch. BYD stole the spotlight at the recent Beijing Auto Show, showcasing a range of new vehicles from electric hypercars to three-row luxury SUVs. The Datang was among the most popular. At over 5,200 mm (207″) in length, the full-size SUV is slightly bigger than the Hyundai IONIQ 9 or Kia EV9, and it's the largest electric vehicle BYD currently offers.

$Alphabet(GOOG)$ Making money has me too excited to sleep. I'd rather stay awake.

$Alphabet(GOOG)$ Wow! Massive anthropic contract of $200 billions with google. Google already has $460 billion in backlog in Q1. This is big.

$Tesla Motors(TSLA)$  How are the shorts doing lately? I'm leaning towards TSLA.

$Alphabet(GOOG)$ The after-hours valuation seems way off. GOOGL is about to cross $400 for the first time. It's dominating in AVs, media, cloud, AI, search, and virtually everything else that matters right now. With that level of complete domination, the PE still looks absurdly low to me.

$Alphabet(GOOG)$ Wow, a trifecta! Google, Amazon, and now Microsoft.