$Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$  $Alibaba(BABA)$ Wall Street feels more like a game of manipulation these days. Investors aren't buying fundamentals anymore; they're chasing hype and whatever is fashionable.

$Alphabet(GOOG)$ Google has a 10% stake in SpaceX. It's not just about search, but also about AI, space, and corporate business.

$Mobileye Global Inc.(MBLY)$ Mobileye is getting positive coverage and attention for its plan to launch a Robotaxi service in the U.S. by 2027, which is driving recent price gains and more investor interest. This should compete strongly against Waymo from $Alphabet(GOOG)$  and UBER.

$Meta Platforms, Inc.(META)$  Almost a 5% gain today.

$Virgin Galactic(SPCE)$ OpenAI has an agreement where they get a big payout, and Meta does too, if AMD hits $600.00. I think it's going to happen.

$Meta Platforms, Inc.(META)$  META is far from a dead stock. It's quite the opposite. They have multiple business fronts, keep innovating, and are generating solid ROI instead of just burning cash.

$Meta Platforms, Inc.(META)$ The argument seems a bit over the top. Alex Wang is more of a long-term investment. He's a prodigy who hasn't even fully ramped up yet. Did Zuckerberg overpay wildly to get him? Sure, maybe, just like we all thought it was crazy when he paid $19B for WhatsApp, which had very few employees back then. And yes, Zuckerberg has made some whopping mistakes, like that avatar project without legs. But he's been right more often than wrong. And when he's right, the profits have been enormous. I think Meta could come from behind, powered by Zuckerberg and Alex Wang.

$Alphabet(GOOG)$  It turns out that two of the traditional leaders in AI, Google and Nvidia, are assisting Apple with its most advanced model, called the Apple Foundation Model Cloud Pro, according to Apple executives speaking to media at its headquarters on Monday. While Apple and Google announced their partnership for Apple Intelligence back in January, this is the first time the company has officially confirmed that some of its Apple Intelligence features will run on Nvidia chips.

To me, $CoreWeave, Inc.(CRWV)$  might honestly be one of the few AI names that still looks "cheap." Why? Because the market keeps obsessing over the debt, while completely ignoring how quickly the financial picture is improving. Here's what stands out: They've secured over $20B in debt and equity capital year-to-date. No major debt maturities until 2029. Interest expense is projected to fall from about 25% of revenue this year to around 7% by 2030. EBT margin is expected to turn positive by 2028. And the biggest piece: The odds of backlog converting are probably north of 90% in this AI demand environment. Reports say $Alphabet(GOOG)$  and Anthropic are paying huge premiums for excess compute. Th

$Alphabet(GOOG)$ It was a tough month, but if your time horizon is 20 years and you added at the lows last year, you're in a good position.

$Alphabet(GOOG)$ Patience. EPS is expected to compound at 17-20% over the next few years. The market can only ignore that for so long. The forward PE should be at least 30.

There are two signals the market might still be underestimating. Reportedly, $Meta Platforms, Inc.(META)$  is exploring large-scale financing options to support AI CapEx that could reach around $145B. $Alphabet(GOOGL)$  has already raised significant capital (~$85B) to fund AI expansion, with strong demand. The key shift is that AI spending is no longer funded only by cash flow. Big tech is now willing to use debt, equity, and balance sheet expansion to stay competitive. This reflects a structural change: AI isn't optional; it's driven by survival. That's why pullbacks in AI infrastructure names might be more sentiment-driven than demand-driven.

$Meta Platforms, Inc.(META)$ Sometimes it really is that simple. I'm heavily positioned in S&P Global, Meta, and Mastercard. I'm not chasing short-term moves, just compounding high-quality businesses over time. There's plenty of noise in between, but the core thesis stays the same: strong earnings power, durable moats, and long-term execution. Let time do the work.

Unusual flow alert on $Alphabet(GOOG)$  from Alpha Gold. Over $3M worth of calls confirmed and bought. When you see that kind of size hit the tape, it gets your attention fast. I've been watching since the original sweeps back on June 2nd, so seeing more flow stack in is definitely interesting. Target is still $400. Feels like someone is positioning for something bigger down the road.

$Meta Platforms, Inc.(META)$ I have half a million in FBL.

$Alphabet(GOOG)$ I always listen to the Nvidia CEO. He predicted MRVL would be the next $1 Trillion company, so I bought in that morning. Basically, he was predicting well past $1,000/share. Long Google, Amazon, Nvidia, Marvell, and others. Stay diversified.

$Alphabet(GOOG)$ I've always said Wiz is coming. They're poised to own cybersecurity in the near term.

$Alphabet(GOOG)$  Picking the correct race horse is half the battle.

$Alphabet(GOOG)$ The Berkshire index, I mean it's a catalyst. That triples confidence when Berkshire triples its position.

$Alphabet(GOOG)$ So the market seems to have made up its mind—Google is the big winner among the hyperscalers.