$Carnegie Clean Energy Ltd.(CWGYF)$ Carnegie's CETO tech will be tested in Oregon. Big news for the global marine energy sector with the official opening of the PacWave South test facility off the coast of Oregon, USA. PacWave South is a large step forward for open-ocean testing in North America. As a pre-permitted, grid-connected site, it establishes a clear pathway for utility-scale testing and commercial validation of wave energy technologies in the United States. PacWave joins a select group of world-class facilities, including BiMEP in Spain, purpose-built to test ocean energy technologies like CETO.

$UiPath(PATH)$ There's clearly a lot of effort across the space around personal and private data. $NVIDIA(NVDA)$  moving on Hugging Face says a lot about where things are heading. $Microsoft(MSFT)$  still finds ways to grow even at its size.

SMCI had 4 material weaknesses. They've remediated 3 of them this year. The only one left is ITGC, which is basically user access and change controls around certain systems tied to financial reporting. SMCI says the new controls still need to operate long enough and pass effectiveness testing in FY27 before they can officially call it remediated. That's not the same as saying "their systems are insecure" or "the financials are wrong." BDO still gave the actual financial statements an unqualified audit opinion. And for perspective, even $Microsoft(MSFT)$  has been breached by sophisticated state-backed hackers and had internal systems and source-code repositories accessed. No control framework makes a company immune from cyberattacks. To me th

The US 10-year yield is pushing above 4.75 and looks set to test the high from September 2023. Markets started selling off back then and didn't bottom until October. I'm watching closely and keeping stops in place. The setups on $Alphabet(GOOGL)$  $Amazon.com(AMZN)$  $Microsoft(MSFT)$  have been spoiled for now, but I'm still leaning toward quality names including $SpaceX(SPCX)$  SPY.

$Microsoft(MSFT)$  There's a group of cybersecurity names inside IGV, along with CRM, that could help lift the ETF, and MSFT is the biggest component there. CRWD and CRM should push the ETF higher, though hopefully it won't just be a split reaction once regular trading gets going. Premarket moves aren't exactly reliable.

$Microsoft(MSFT)$ It has been consolidating in a bull flag for about a month. If Jensen mentions Microsoft a few times tonight, the stock could gap up to $510 after hours.

$Microsoft(MSFT)$  With the OpenAI chip news out, it will be interesting to see how things play out since the claim is that it outperforms NVDA.

$Microsoft(MSFT)$ I've held MSFT for a very long time, and I only check my account once in a while. Every time I look at it, I'm reminded that I may not have to worry about being homeless when I'm older. I know Social Security benefits could potentially be reduced, so I don't want to rely on SSA alone. If you're on your own like me, it's worth thinking seriously about building your own financial security and investing for the long term. For me, that means owning shares of companies like MSFT, NVDA, LMT, PLTR, TSM, AAPL, and VOO. The reality is, when you're older and struggling, you can't assume someone will be there to take care of you. Planning ahead, saving, and investing can give you some security later in life.

$Microsoft(MSFT)$ Looks like the strongest performer in the whole market is finally breaking out.

$Microsoft(MSFT)$ Microsoft has a 40% net margin, and they are making more money than Google. I think this stock could be hitting all-time highs before too long.

$Apple(AAPL)$ $SPDR S&P 500 ETF Trust(SPY)$ $Microsoft(MSFT)$ It seems like Apple wasn't going to be left out of the market rescue. These two old competing juggernauts pulling through together in the end is not something a lot of people saw coming.

$Alphabet(GOOGL)$  Google should rally based on Microsoft's earnings and what they indicated for AI. If it falls, the market is just too slow to realize what's coming. I'm buying any dip here. $350 feels like the minimum. Depending on Amazon's earnings, getting back to $350 by the end of the week seems absolutely possible.

The AI race is something the US needs to win. $Oracle(ORCL)$  $Microsoft(MSFT)$  $Alphabet(GOOGL)$ 

$Alphabet(GOOGL)$  This is the best stock for me. My average is 383, and I'm holding for 10 years. After those 10 years, I'll reassess whether I want to hold for another 10. I'll keep selling calls and reinvesting along the way.

$Alphabet(GOOGL)$ How many market timers got caught off guard by this move higher? Walsh was Trump's pick. Did anyone really expect rates to go up? Of course, Walsh still has to make it look like the Fed is independent from any outside influence... sure, wink wink.

$Alphabet(GOOGL)$ Gemini and Grok have been a huge help for me. I'm limited by my own thinking, but the AI $Tesla Motors(TSLA)$  just searches objectively and gives me a direction that keeps me on an even keel. Humanity has never seen anything like it. These AI tools know everything, but they cannot do or experience what we can. Elon Musk is right. Brave new world out there.

$Microsoft(MSFT)$ I'm really tempted to go in with a full position just for the earnings. It's been beaten down for over a year now and feels due for a big gap up.

$Microsoft(MSFT)$ After the earnings report, I'm hoping August turns into a recovery month and we see a move back toward the previous high of $470. Fundamentals still look solid to me — MSFT is a tech giant, sitting on a backlog of $620 billion, and the company keeps innovating with steady cash flow coming in.

$Alphabet(GOOGL)$ Hyperscalers are getting hit for pouring so much into AI capex, but they are probably the ones that will still be standing and capitalizing the most in the end. These are well-run companies — temporary negative cashflows are not the end of the world. Market sentiment will shift.

$Alphabet(GOOGL)$ It's kind of funny watching investors slowly figure out that massive profit usually means a great investment.