$Trade Desk Inc.(TTD)$ Look at what happened in the past three weeks while the stock was sitting at 52-week lows. June 1: the Agoda partnership, with TTD getting Booking Holdings' travel data piped into its platform, a foothold in one of the richest first-party datasets out there. June 1: a new CFO named, the fourth seat in the carousel finally filled. Mid-June: Samsung names TTD as one of only two platforms for Smart TV home screen inventory, the most premium real estate in CTV, the most direct proof yet that the ecosystem still wants TTD. A Warner Bros. and Activision veteran joins the board, signaling a push into gaming and entertainment. A new CMO was hired and started, a crisis specialist brought in to fix the story. Then the big one: Pub
$Alphabet(GOOG)$ Google owns 6 percent of SpaceX and 14 percent of Anthropic. When you add in the company's own assets, the stock price looks pretty reasonable compared to other big tech at these levels.
Doesn't need to be overthought here. The market keeps trying to complicate a name that still has elite positioning across AI, cloud, search, and YouTube cash flow. The setup is simple: strong fundamentals, persistent buyback support, and a renewed AI monetization narrative. Price action continues to show accumulation rather than distribution, and dips are getting absorbed quickly. From a trading perspective, the trend remains intact and momentum favors continuation. Targeting $450 for $Alphabet(GOOG)$ is still very much in play if this structure holds. Watch the flow, not the noise.
$Alphabet(GOOG)$ Google (Benefit Level: Maximum) From a GOOG-AI integration perspective, Google Cloud already leans heavily on Mandiant for intelligence but lacks a native, market-leading endpoint agent. Acquiring SentinelOne ($SentinelOne, Inc(S)$ ) would give Google a complete, AI-native security platform to cross-sell to its massive enterprise cloud base. It would supercharge Google’s Security Operations (SecOps) and position it as a true end-to-end "hyperscaler" powerhouse against Microsoft Defender.
$NVIDIA(NVDA)$ $Amazon.com(AMZN)$ $Microsoft(MSFT)$ Everything but $Oracle(ORCL)$ is turning green. The results were actually good, and it's yet another confirmation of extremely high market demand. It's just that the scale of it all is a bit too much for investors. Even if Oracle issues shares, it's to fund high-return growth to serve that demand, not like some panic crisis share dumping to save the company. If they were in a bad situation, they would have dumped those shares onto the market already. They didn't even do it at the earlier peak of $250, which means they
$Microsoft(MSFT)$ AI is no more a threat to software than a calculator is to my PC. As far as I'm concerned, this entire "sell software" narrative was a scam pushed by a bunch of short sellers. Call it 'inverse hype' if you wish. Keep an eye on software stocks while they're relatively cheap. AI = zero threat.