$Alphabet(GOOG)$ $Alphabet(GOOGL)$ All bad news including law suits priced in. PE is cheaper than Campbell soup. Goog trades at forward PE of 17. Highly undervalued. Big guys have started loading up from today. Once it clears 158 it’s blue skies. We can easily see a 5 percent up day tomorrow for google GLTA.

$Amazon.com(AMZN)$ Amazon stock has been flying this year and is currently trading near an all-time high.Questions are arising about whether this e-commerce and cloud giant’s growth is already factored into its price.Let’s dive into the company’s AI catalysts and what could propel this stock higher from here.Forget Nvidia, Buy Elon Musk’s A.I. Supplier. In this bull market, Amazon stock remains one of the best companies to invest in.A Magnificent 7 giant, Amazon’s dominant presence in the world of e-commerce and cloud computing position the company well to take advantage of ongoing secular growth trends.From an AI perspective, key integrations into the company’s existing operations can provide the kind of operating

$SUPER MICRO COMPUTER INC(SMCI)$ As I have said and will continue to say Buy when others are fearful, Sell when others are greedy. In addition: Don’t be mad at the shorts love them because when they bring down the price, we can buy cheap and repeat the cycle. I love eating the shorts lunch on good companies.

$Tesla Motors(TSLA)$ With all these positive catalysts like lower interest rates and the Robotaxi AI launch, it feels like a no-brainer to hold onto TSLA. The Bitcoin halving cycle and solar energy growth just add fuel to the fire! I’m definitely keeping an eye on that P/E ratio, but honestly, I can’t see why anyone would want to sell right now. TSLA feels undervalued, and I’m all in for the ride! Let’s see where this takes us! 🚀

$NVIDIA Corp(NVDA)$ I have been doing a deep dive on Jensen himself, watching hours and hours of his interviews on youtube. His management is superb. Never mind the actual market opportunity NVDA has... on the management side you could ask for nothing more. He thinks and rethinks NVDA strategy daily. He disseminates information to all employees (with 60 direct reports instead of 2-3) and keeps everyone abreast of his decision-making so everyone can learn. He's going to make everyone a CEO-thinker over time. He also works flat-out, day in and day out, no holidays. Regardless, in the medium term at the very least, this is a very safe company and reasonable forward valuation with absolutely no hint the world has had enough G

$Microsoft(MSFT)$ MSFT is definitely a no-brainer AI stock to buy right now. If you don't get in now, you might be looking at buying it at $460 in the near future. The company's AI focus is really paying off, and it’s poised for some serious gains. So, grab it while you can—don’t miss out on this opportunity!

$Apple(AAPL)$ I have had an investment strategy for Apple that has served me extremely well over the last decade or so, without fail. Most would consider it extremely naive, ignorant or just plain dumb but it works. On release dates, I check out the Apple Stores, $Verizon(VZ)$ $AT&T Inc(T)$, etc. If they are packed, buy more. If most of the clientele are young adults, back up the truck. Reason for that is because they are the future of Apple and its products. If they are willing to pay the premium, which something like 8 of 10 do, they realize the value.

$Sea Ltd(SE)$ A good addition for >5 year investors. A great one for 10 year holders. For less than 5 years it is very volatile and there are better offerings in the market. For example it was $70-90 dollars on 05/14/2020. And $74 dollars 06/28/2024.

$Micron Technology(MU)$ I'm getting "bulled up" on Micron. It's time to start adding at today's prices. We hit $86.58 intra-day on August 7th. Well, that's right where we are now. MU is a top pick at Citi and Mizuho, with Mizuho raising their price target from $140 to $145. I believe the stock is already priced for a decent (but not blowout) earnings report - beating on top and bottom lines with guidance perhaps just meeting Street estimates or slightly below. Buy between $80 and $90 and you will be rewarded handsomely.

$Baidu(BIDU)$ $BIDU-SW(09888)$ been busy working. Never saw this coming. Of course we’ve been here before. Baidu can rocket. And it often does it with little notice or none at all. Cool. Let’s see where this goes. No plan to sell long term. Outlook is huge.