To The Moon

$Tesla Motors(TSLA)$ Still holding at 420, seeing some bounce. Let's see how the open goes. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  $Broadcom(AVGO)$  $Microsoft(MSFT)$ 

I bought puts on $Broadcom(AVGO)$  because I expected it to report and beat earnings, but then fall due to being overbought and its high 93.22 PE ratio. I also bought longer-dated calls, expiring in September (after $NVIDIA(NVDA)$  earnings on August 26 and the market introduction of Vera CPU and RTX Spark, which are two very strong catalysts), because I saw $NVIDIA(NVDA)$ 's 32.89 PE as a reasonable and attractive entry point for me. $Broadcom(AVGO)$  will climb, but it will correct. Meanwhile, $NVIDIA(NVDA)$  has been on the oversold side with excellen

$Alphabet(GOOG)$ Google bought back 1.12 billion shares at an average price of $150 over the last three years. Now they're selling a small portion of it for $350 a share. That's a nice gain, and tax-free too. On top of that, they'll have more capital to put into compute.

$Alphabet(GOOG)$ This pullback is quite deep. The price could go to $340 - $350. I'm going to hop on for the ride. Can't go wrong with Google. Just my opinion.

$NVIDIA(NVDA)$  Apple has approved Nvidia for Google Cloud to support Siri. That's a benchmark move, in my view.

$Alphabet(GOOG)$  The biggest progress so far is in AI and automation. Be glad we're still early in the innings.

$Alphabet(GOOG)$ I think Demis Hassasbis is the secret weapon behind AGI progress.

$Alphabet(GOOG)$ Love this toll booth on the internet highway. That's Google appointing itself as the collector.

$Alphabet(GOOG)$ The AI bubble is nowhere near its peak. In this order: AI, agentic, generative AI, robotics, quantum computing. The tech revolution is here, ready or not.

$Tesla Motors(TSLA)$  Can someone please tell me if it's at 300 yet?