$NVIDIA(NVDA)$  I thought this stock would never go below $200. This price level might be a good buying opportunity. $Intel(INTC)$  is not just about AI or microchips.

$Alphabet(GOOG)$  Elon Musk claims he avoids stock investments, yet sees $Alphabet(GOOGL)$  as having significant potential and $NVIDIA(NVDA)$  as a clear standout

$Micron Technology(MU)$ $Alphabet(GOOG)$  Earnings reports are coming up this week, and I think that could reignite the memory trade. The shorts had the upper hand for the past few weeks, but I'm looking for the bulls to take over from here.

$NVIDIA(NVDA)$ Fundamentally speaking, the company is on track to nearly double its revenue in 2 years, with consensus estimates climbing over the 480 billion mark. This vertical trajectory is heavily backed by macro reality, as hyperscaler capex is projected to breach the 1 trillion milestone. With Blackwell rolling out and the Rubin architecture already secured on the long-term roadmap, compute demand is effectively translating to locked-in revenue. The fundamental moat remains entirely ironclad.

$Alphabet(GOOG)$  $Alphabet(GOOGL)$ 's ROE leaves $Microsoft(MSFT)$  in the dust while maintaining just a third of their debt ratio. Numbers don't lie, eh?

$Alphabet(GOOG)$  Raymond James upgrades Alphabet to Strong Buy and raises the price target to $400.

$NVIDIA(NVDA)$  Jensen Huang has increased his stake in Nebius to 9.3% as of July 13, according to an SEC filing. This move adds more attention to the AI infrastructure story. $NEBIUS(NBIS)$  shares moved higher after the disclosure, up around 3%. It seems the market is watching this area closely as AI demand expands beyond just chips into cloud infrastructure, compute capacity, and data centers.

$Alphabet(GOOG)$ JPM analyst reiterated the $395 target, saying it's a top pick just days before the cloud event in Vegas.

$Alphabet(GOOG)$ $Alphabet(GOOGL)$  stands as the blue chip AI gold standard with potential for 150x growth. KIND emerges as the next $Carvana Co.(CVNA)$ , serving as the nation's neighborhood operating system on a single platform featuring zero bot accounts.

$Alphabet(GOOG)$  backed by over 5,945 global institutional investors. Formidable institutional support.