$NVIDIA(NVDA)$  Who would have thought the biggest company in the world could also be the best bargain out there? That's pretty remarkable.

$NVIDIA(NVDA)$ Long term holders have been right about Nvidia, and that probably stings for the bears. Patience has paid off here.

$NVIDIA(NVDA)$  I'm grateful for everything Jensen has done and everything he's going to do. Jensen, thank you.

$NVIDIA(NVDA)$  Nvidia announced that SpaceX will deploy standalone Vera CPUs to accelerate agentic AI workloads, while adopting Vera Rubin for Grok.

$Marvell Technology(MRVL)$ $Alphabet(GOOGL)$ $Alphabet(GOOG)$  $NVIDIA(NVDA)$ $Microsoft(MSFT)$ It makes sense that near-term guidance already had some Google numbers in it, since Marvell was already working with Google. So the market wants the future faster, but Marvell actually made the future much larger with the expanded Google partnership. I will add that Marvell is becoming 'data movement' for AI infrastructure and operations. Not just a networking-chip company, not just a custom-ASIC company, not just an optics comp

$Alphabet(GOOGL)$ $Alphabet(GOOG)$  Bill Gates said that AI will either be the greatest equalizer ever invented, or the worst source of injustice. Since I own a lot of Google, I would be okay with either outcome. Of course, I would want the greatest equalizer to be our future. Imagine a world without social class, that would be awesome.

$NVIDIA(NVDA)$ $Alphabet(GOOG)$ $Amazon.com(AMZN)$ $SPDR S&P 500 ETF Trust(SPY)$ So is Burry just betting that every one of the AI infrastructure companies are wrong about the future revenue they will be receiving? Like what are the odds that every one of those leaders is wrong and he is right?

$Alphabet(GOOG)$  $Alphabet(GOOGL)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ Google led the seed round for OpenRouter, and it got acquired for $7 billion, lol. Google is becoming one of the best venture funds on earth.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ YouTube is out there signing billion-dollar deals like it's nothing.

$Microsoft(MSFT)$ $Alphabet(GOOG)$  and $Meta Platforms, Inc.(META)$  are trading near or at record low valuations, around 17-21 PE, not even forward PE, and they still can't find buyers. Meanwhile pump and dump scams like $NEBIUS(NBIS)$  keep going higher at 100 PE.

$Tesla Motors(TSLA)$ Looking for a double-digit gain day, with a close somewhere in the $380 to $395 range.

$NVIDIA(NVDA)$  I've been saying it since NVDA was in the $180s, $190s, and $200s — I think NVDA finishes the year closer to $300 than $200.

$Alphabet(GOOG)$ I'm still using any new cash to add to GOOG. To me, Wall Street's decision to sell what's arguably the most obvious AI winner, along with NVDA, still doesn't make a lot of sense.

$Alphabet(GOOG)$ This one is really getting left behind. I picked up some cheap calls for late August just in case. If we get news, maybe there's a chance for a big move while some money rotates out of the Mag 7 after people finish pumping those.

$NVIDIA(NVDA)$ I don't really see a reason we wouldn't get at least a 3-5% move higher today. Still holding long.

$SpaceX(SPCX)$ After the lockup expiry, the float will only be around 1.5B shares. The next lockup expiry only triggers if shares trade above $175 for 5 out of 10 days following earnings, and that doesn't seem likely. For reference, $NVIDIA(NVDA)$  has a float of 23B shares and $Apple(AAPL)$  has about 14.5B shares. Meanwhile, Elon holds 4.8B shares that remain locked. This means frequent short squeezes could happen as the float gets consumed by long-only funds once the lockup ends.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$  All those chart predictions were wrong — "never touching 350 again," "250 is the new support based on the volume box," "200 SMA broken, down to the 250s," "when very long-term bullish trend lines are broken, the stock typically doesn't recover for years." Hope this rally made it clear that those crayon-line voodoo calls were bunk.

$NVIDIA(NVDA)$ Let that sink in. Nvidia is the reason the US is leading in AI right now. It is hard to see the case for betting against that.

$AST SpaceMobile, Inc.(ASTS)$ $Rocket Lab USA, Inc.(RKLB)$ $SpaceX(SPCX)$ $Alphabet(GOOG)$ There's talk about Midland, Texas, and a possible convoy of BlueBirds heading to the Cape, numbers 14 through 19. Sounds like a little surprise from a local team.

$Alphabet(GOOG)$ Just a thought on the tech demand picture. Orders from other large, mid, and small corporations — think Exxon, CAT, Target — are actually coming in stronger than what we saw from the two mega-cap companies building data centers. The idea that a dip in those mega-caps' free cash flow will drag down profits across the entire sector is a bit hard to follow, especially when this is a global transformation. Every company is integrating AI in some form. So when names like GOOG, META, and MSFT need to temporarily scale back order sizes until they recoup some capital, it just lets the rest of these larger, mid-sized, and smaller firms worldwide get their turn to have orders filled. That's probably why we haven't heard any shift or sl