$NVIDIA(NVDA)$ Amazing GOOGL. I'm disappointed in AAPL. $Meta Platforms, Inc.(META)$ , you are great, hoping you continue. Nice recovery, NFLX.

$Alphabet(GOOG)$ Key numbers from the latest report. Revenue came in at $119.8 billion, up 24% year-over-year and ahead of expectations. Google Cloud revenue was $24.8 billion, up an impressive 82%, driven by AI infrastructure and enterprise AI demand. Search revenue was about $63.3 billion, still growing despite concerns that AI would hurt search. YouTube ad revenue was about $11.0 billion, also ahead of expectations. What investors liked: cloud growth accelerated dramatically, AI products like Gemini, AI infrastructure, and TPU chips showed strong adoption, search remained resilient, and revenue beat Wall Street estimates.

$Meta Platforms, Inc.(META)$ There were 1.2 million bullish calls bought. Things could get pretty wild for a couple of days.

The Cisco/NVIDIA news around AI infrastructure is bigger than it looks. AI infrastructure is running into real constraints on power and heat, and liquid cooling is quickly becoming the answer. Cisco just expanded its Secure AI Factory with NVIDIA through a partnership with Supermicro, combining Cisco networking with SMCI's high-density liquid-cooled GPU servers for NVIDIA's next-generation Vera Rubin NVL72 and HGX Rubin NVL8 platforms. TrendForce expects AI-chip liquid-cooling penetration to move from 33% in 2025 to 53% in 2026 and 60% in 2027. That matters because Supermicro has been pushing rack-scale liquid cooling aggressively while AI racks become hotter, denser, and more power hungry. The ecosystem being built: $NVIDIA(NVDA)$  for next-

$Meta Platforms, Inc.(META)$ Just seeing the word "settlement" show up in the media is bullish on its own. Any actual settlement would be a rocket booster.

$Rezolve AI(RZLV)$ When $Alphabet(GOOG)$  resells your software applications and uses your data infrastructure, that says a lot about the underlying technology. This kind of thing wouldn't happen if it weren't solid.

$Rezolve AI(RZLV)$ With this $Alphabet(GOOG)$  news, the market is starting to see Rezolve as more than just a software company — it's really an infrastructure play. That could shift the valuation framework quite a bit.

$Meta Platforms, Inc.(META)$  The development is bullish, but not a "META jumps 10% the next day" type of catalyst by itself. It matters more for the next 1–3 months because Meta now potentially has several AI catalysts clustered together: Hatch launch, then early adoption and pricing information, then Watermelon in October.

$Meta Platforms, Inc.(META)$  Llama 3.1 405B beats GPT-4 on coding benchmarks. Open source is winning the AI race.

$Alphabet(GOOG)$ Long term, the approach is just to keep buying slowly. Once the enormous CAPEX spending slows down, this should reverse and start printing money. Until then, it will likely keep falling. Buffett's position is somewhere around $294, and I expect it to settle around that area. Berkshire will probably be buying heavily at prices below their current average.

$Meta Platforms, Inc.(META)$  The headline suggesting Meta could be on the hook for $1.4 trillion is absurd, and it seems to be a big part of why the stock is getting pushed down right now. That's a worst-case scenario with maybe a 1% chance, yet the market is acting like it's a done deal. A $200 billion fine feels far more plausible. The trial itself doesn't make much sense either. If Meta loses, every platform would have to change how it operates. Autoscroll being compared to watching TV, and likes being called addictive... this whole trial comes across as a bluff.

$Alphabet(GOOG)$  Bull cross on the hourly chart here, 18dma moving above the 50dma while comparing Google to SPY performance. First time this has happened in a couple of weeks. Looks like it tried to completely fill the gap from 333 before. Strong bounce during a period when the overall market was slightly down.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$  Soon people will be saying, "Forgive me Sundar, I was not aware of your game."

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ After chasing everything else and getting worn out, it feels like Google is the one place that still offers some comfort. It's a steady name to come back to when the rest of the market feels exhausting.

$Amazon.com(AMZN)$ $Meta Platforms, Inc.(META)$ $Alphabet(GOOG)$  $Microsoft(MSFT)$ No point complaining about it. They're rotating out of the hyperscalers and piling back into semis again. Just wait until the money rotates back into the hyperscalers.

$Meta Platforms, Inc.(META)$  There's likely a buying opportunity somewhere in this. But does it open the door to endless lawsuits over internet content and addictive products? The case against Meta has merit because internal documents show they knowingly designed features like infinite scroll and variable reward loops to hook young users, even while knowing these mechanisms cause mental harm, body image issues, and compulsive use. Addictive design was built to keep kids online for long stretches. Company studies showed apps like Instagram harmed teen mental health, yet Meta kept those features active to boost ad revenue despite the risks. The broader internet problem goes well beyond Meta. Dangerous trends and

$Meta Platforms, Inc.(META)$ Very bullish overall, but I would wait a bit for the price to come down more. I think there is still time.

$Meta Platforms, Inc.(META)$ QQQ and SPY are flipping red, and for some reason when the general market is bleeding, the so-called shorts are playing heroes. The market is simply red, and discount buying opportunities will occur if this continues.

$SPDR S&P 500 ETF Trust(SPY)$ It feels like we are getting close to the point where the day-traders and 0DTE crowd get shaken out, and the bigger money steps in to buy. $Meta Platforms, Inc.(META)$  $Microsoft(MSFT)$  $Salesforce.com(CRM)$  $Invesco QQQ(QQQ)$ 

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ It looks like a lot of bears are loading up on puts at these oversold levels, and at this rate, GOOGL could end up touching $360 by the end of the week.