To The Moon

$Alphabet(GOOG)$ Looking at current prices versus one-year targets, the potential upside for Google appears to be in the 25% to 40% range. For Micron, the upside looks more like 50% to 100%. Both, of course, carry their own downside risks. I'm holding positions in both.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ It seems Google might be streamlining its AI development process. The impression is they were previously cluttered with too many decision-makers. If that's the case, it could just be a matter of time before they become a leader in AI.

$NVIDIA(NVDA)$ The stock should be easily over $250. AI is nothing without this.

$NVIDIA(NVDA)$  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.

$Micron Technology(MU)$ $Alphabet(GOOG)$  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.

I keep looking at $Micron Technology(MU)$  and think this could be one of those names we might regret not buying more of when sentiment was low. Memory remains one of the biggest bottlenecks in the AI infrastructure. Micron is down roughly 30% from its highs, yet HBM demand is fully booked through 2027, with strong visibility into 2028. The valuation is what stands out. $Micron Technology(MU)$  is trading around 5x forward earnings versus 20x trailing, which seems to price in a much worse slowdown than the actual supply picture suggests. Short-term pressure is real. After a big run, profit-taking is natural, and leverage unwinding adds extra volatility. But this sello

$Alphabet(GOOG)$ The company faced a similar situation a few years back, and the stock recovered shortly after. It feels like the media sometimes tries to stir up fear among investors.

$Alphabet(GOOG)$ I mentioned a little while back that capital seemed to be rotating into hardware and chips. Looking at those chip stocks now, they really do deserve more focus. Everything else, like Gemini, just feels like noise.

$Alphabet(GOOG)$  It's pretty straightforward to see why GOOG's revenue could go through the roof. Over 90% of users worldwide are on GEMINI. We've seen this playbook before with how Google Maps and Google Search came to dominate. Since the start of the year, GOOG has already reported growing user numbers. I think there's a real chance it could hit the roof and put all the doubts to rest. Just look at how much they're spending to try and meet the demand—it seems they can hardly keep up.

$NVIDIA(NVDA)$ Some bears are getting excited over a single down day, but I'm focused on the longer-term view. I'm still adding on dips in $NOVARED MINING INC(NREDF)$  because my investment thesis remains intact. Copper is still essential for power grids, electrification, and AI infrastructure. Critical minerals keep gaining strategic importance, and the MetalCore project adds another angle to NovaRed's exploration potential. The chart might move around, but the underlying thesis is what I'm paying attention to.