$SUPER MICRO COMPUTER INC(SMCI)$ $Alphabet(GOOG)$  The company looks set to increase capex again. Stubborn shorts could be in for a tough time. There's no reason to panic yet.

$Alphabet(GOOG)$  It's pretty wild to think that Google's capex announcement tomorrow could either tank chip and memory stocks or send them up 10%. That's some serious kingmaker power right there.

Microsoft ($Microsoft(MSFT)$ ) is trading around $398.00, and the lithography leader ASML ($ASML Holding NV(ASML)$ ) is up +4.74% to $1,821.50, absorbing short-term volatility above key demand zones. The expansion of the AI ecosystem is the main theme. $Microsoft(MSFT)$ 's support for Mistral is strengthening European AI adoption, while $ASML Holding NV(ASML)$  continues to benefit from long-term semiconductor capex and advanced chip demand. The market always leaves clues, and learning to recognize them is key. Watching support levels and capital flows remains critical.

$Alphabet(GOOG)$  $Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ It's a bit ironic that big tech stocks are selling off when they're the ones funding most of the AI innovation and growth, and they're also the ones positioned to capture the rewards from it.

$Tesla Motors(TSLA)$ Florida is turning into a key demonstration area for Tesla's autonomous driving. In a short span, they've moved from Miami to Orlando to Tampa. If the unsupervised FSD system handles these three major urban areas well, the path seems open to gradually widen the operational zones. Florida's regulatory stance is already among the most supportive for autonomous vehicles in the U.S., and the state leadership has expressed public backing. The broader implication might not be about ticking off cities one by one, but about linking them to achieve coverage across the entire state.

$Alphabet(GOOG)$ I'm confident Google will beat both revenue and earnings estimates. From what I can see, the current projections seem pretty conservative. The main thing everyone's talking about is Gemini 3.5. If Sanjay can provide a more specific launch timeline within Q3, I think we could see a positive move in the stock.

$CoreWeave, Inc.(CRWV)$ The stock is starting to get very interesting at these levels. To put the numbers into perspective, the company is on track to finish 2026 with an annualized revenue run-rate close to $20B, while still trading below a $40B market cap and growing at over 100%. What really caught my attention is the margin profile. A 69% gross margin is rare, especially for a company scaling this fast. For comparison, even $Microsoft(MSFT)$  operates around a 60% gross margin. Markets don’t always price growth perfectly, and this pullback could be giving long-term investors a better entry point. I’m watching how price reacts from here because the fundamentals are hard to ignore. What's lead

$Microsoft(MSFT)$  There could be another major AI catalyst in the works for Microsoft. Recent reports indicate that Microsoft added a substantial amount of Azure capacity last month. If that's accurate, the Q3 Azure numbers might come in well above what many were expecting. Another point is that OpenAI's growth is reportedly accelerating again, which should create another tailwind for Azure demand. From a fundamental standpoint, Microsoft has a strong combination of enterprise cloud, AI infrastructure, and software ecosystem advantages. Its partnership with OpenAI keeps Azure central to AI adoption. Over the next week or so, I'll be watching to see if investors start to factor in stronger Azure growth and a pot

$Microsoft(MSFT)$  It's still trading near one of its lowest valuation levels in the past decade. Despite the short-term pressure, the long-term story is still tied to cloud growth, AI adoption, and Microsoft's ability to monetize its ecosystem. Great companies don't always trade at premium valuations. Sometimes the market gives you a chance to own quality businesses at discounted prices. The market isn't done yet. I'm still watching to see how the momentum plays out.

$Microsoft(MSFT)$ Claude is now running on NVIDIA’s Blackwell Ultra GB300 hardware within Azure. This should make enterprise AI agents faster, cheaper, and more powerful. It looks like a move that strengthens Microsoft’s overall AI platform and could give Azure an edge over Amazon and Google in terms of agentic AI capabilities. I’m feeling bullish on MSFT.

It feels like the AI revenue inflection might be closer than what the market is currently pricing in. The next phase of the AI infrastructure buildout seems to be approaching. $IREN Ltd(IREN)$ ’s Horizon 1, which is the first stage of its 200 MW Horizon 1–4 rollout, is expected to be delivered to $Microsoft(MSFT)$  around July 19. The potential impact could be significant. Horizon 1 alone is estimated to contribute $120M-$130M in quarterly revenue. The full Horizon 1–4 rollout could reach approximately $500M in quarterly revenue potential by Q4 2026 as additional capacity comes online. The market often focuses on today's numbers, but it's worth considering the revenue ramp that hasn't fully mate

$Oracle(ORCL)$ It looks like this could be in an accumulation phase on the daily and 4-hour time frames. I started a small position at $138 recently.

$Alphabet(GOOG)$ Google is already the second-largest company in the world by market cap.

$Alphabet(GOOG)$  Berkshire Hathaway has made a long-term investment in Google, which is now in their top holdings. They invest in winners, and Google is not only a winner now but will be for years to come. It's not just a search company. It's a compute company, a quantum computing company, an AI company. I'm holding my shares; I think it has a long way to go and could break out of the pack.

This is a fifteen-year compounding snapshot that shows what's really happening beyond the price action. Back then: • The stock was around $47 • Revenue was $22.96B • Free cash flow was $10.55B • EPS was $0.85 Today: • The stock is around $390 • Revenue is $281.72B • Free cash flow is $71.61B • EPS is $13.64 The chart goes up and down, traders get nervous, headlines change, but the underlying business has just kept scaling through each cycle. To me, this is what real compounding looks like: volatility in the share price, but exponential growth in the fundamentals. Over time, $Microsoft(MSFT)$  feels less like a trade and more like a machine that turns innovation into cash flow.

$Alphabet(GOOG)$ A merger with SentinelOne could shift Google Chronicle from its current role as a high-speed data analytics tool into a more comprehensive, autonomous XDR platform.

$Microsoft(MSFT)$ Decent little squeeze action on a Wednesday.

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Morgan Stanley raised its price target on Alphabet to $415 from $375 and kept an Overweight rating. The note mentions that Alphabet shares have fallen 10% over the past month, but argues fundamentals and visibility into 2027 and 2028 are improving, creating a tactical buying opportunity for one of the best-positioned AI companies. They see Alphabet adding 9 GW of compute capacity in 2028 and selling 4 GW of TPU on a first-party basis, and now project over $300 billion in revenue and $19 in EPS for 2028.

This list includes some of the most dominant companies across the AI value chain. $Broadcom(AVGO)$  is benefiting from explosive demand for AI networking and custom silicon. $ASML Holding NV(ASML)$  holds a near-monopoly on EUV lithography, making it indispensable for advanced chips. $Microsoft(MSFT)$  continues to expand its AI moat through Azure and the OpenAI ecosystem. $Meta Platforms, Inc.(META)$  is using AI to improve ad efficiency and engagement, while $Alphabet(GOOG)$  remains deeply positioned across search, cloud, and AI models. The biggest op

$Microsoft(MSFT)$ Now might be a good opportunity to buy Microsoft. Looking back, this feels more like sector rotation. Meta was down huge before, then recovered significantly. Google also experienced a deep drop and has now rebounded strongly. Now Microsoft is down a lot, and you can probably guess what comes next... History tends to repeat itself, even though people keep denying it—just like wars never truly end, they keep happening.