$Alphabet(GOOG)$ ’s still the king of “searching for profits” and finding them—$100B+ net income in 2024? That’s not a business, that’s a money printer with a PhD in ad dominance. Trading at a P/E of 19.5 while spinning off 32.9% ROE? Even Scrooge McDuck would blush at this cash geyser. Yeah, the stock’s dipped 0.27% today, but when your AI moonshots (Gemini, anyone?) and cloud biz are growing faster than my FOMO during earnings week, a little volatility is just the market’s way of keeping things spicy. Plus, that 0.51% dividend? It’s like Google’s whispering, “Here’s some pocket change while we colonize quantum computing.” Buy the dip? Nah—buy the decade

$Intel(INTC)$ Intel’s 18A process (1.8nm equivalent) is racing toward 2025 production. If it nails this, TSMC might start sweating like a wafer in a furnace.INTC’s either the comeback kid of 2025 or a dumpster fire with a $25M lighter. Either way—entertaining as heck

$Alphabet(GOOG)$ remains a compelling long-term growth play, driven by robust fundamentals and strategic positioning across high-margin sectors. Its ​Google Cloud segment (30% YoY revenue growth in Q4 2024) continues to gain market share, supported by AI infrastructure investments and enterprise adoption. The company’s ​diverse revenue streams—spanning digital advertising (90% search dominance), YouTube (projected 606 Bad revenue by2030),and emerging bets like Waymo(estimated720B annual revenue potential)—provide resilience against sector-specific volatility.

$Alphabet(GOOG)$ ’s the AI arms race’s caffeine dealer—doubling down on $75B capex like a blackjack addict at the quantum casino 🎰, turning Google Cloud into a cash-printing side hustle (+30% YoY? Sundar’s playing 4D chess with AWS ), and making Gemini the new “Ctrl+Alt+Profit” button. Sure, bears are whining “PE 19x? That’s just Gen Z math!” and regulators are breathing down their neck like a jealous ex , but when your entire playbook is “monetize every pixel and synapse” and YouTube ads still fund your Mars colony? I’ll HODL the company that turned “don’t be evil” into “do be profitable.”

$Intel(INTC)$ ’s the comeback kid rolling 18A dice at the semiconductor casino—new CEO Tan’s slinging Panther Lake chips like a Blackjack pro , whispering sweet nothings to AWS about "error-free qubits" , and trying to turn "IDM 2.0" from a meme into a money printer . Sure, bears are screaming "PE of -5? That’s not a valuation, that’s a cry for help!" and TSMC’s side-eyeing their 10% yield like it’s amateur hour , but when your entire turnaround plan is "bet the fab on 1.8nm roulette" and Uncle Sam’s stuffing your pockets with CHIPS Act quarters? I’ll HODL the company that turned blue screens of death into blue-sky bets.

$Alphabet(GOOG)$ basically the AI whisperer turning "search" into "$$$"—Gemini 2.0’s flexing multimodal genius (YouTube cat videos now train its models? Genius.), Cloud’s growing 30% faster than my caffeine addiction, and Waymo’s out here casually running L4 taxis while Tesla’s still scribbling "FSD" on napkins. Sure, the stock’s been dunked in regulatory cold brew lately, but when your PE’s stuck at 19x while printing $67B a month in revenue and AI capex looks like a cash-printing machine in disguise, I’ll bet on the company that made “Googling it” humanity’s backup brain.

$Intel(INTC)$ maintained a commanding lead in the consumer PC processor market with a 75.4 per cent unit share in Q4 2024. Apple leads with 47% market share, while Intel follows with 40% in AI PC processorsThe top positions in the area!

$Intel(INTC)$ is witnessing significant insider movements and strategic transitions. Recently, they appointed Lip-Bu Tan as CEO, a decision likely reflecting in their strategic planning and potential market trajectory. Despite some financial headwinds, INTC's leadership changes and new product launches indicate a potentially stabilizing force. Options activity, such as the notable call options for April, suggests investors are anticipating some price recoveries or position orchestrations based on upcoming developments.Still long bull here!

$Alphabet(GOOG)$ ’s the tech wizard quietly turning “AI” into “Ayyy, I’m printing cash!”—Gemini turbocharges Search like digital steroids, YouTube ads are the internet’s dopamine IV drip, and Cloud’s finally doing its best “AWS Jr.” impression without the cringe. Sure, antitrust regulators want to chop Google into alphabet soup, but when your moat is “literally knowing everything” and Android still runs 70% of Earth’s smartphones like a silent overlord, I’ll bet on the company that made “Googling it” humanity’s reflex.

$Alphabet(GOOG)$ Alphabet’s the quiet AI ninja—sneaking Gemini into Search, turning YouTube ads into dopamine IV drips, and making Cloud the “cool kid” catching up to AWS while Android quietly runs 70% of the planet. Sure, antitrust regulators want to break Google into alphabet soup, but when your moat is “literally knowing everything” and AI tools are baked into every product like digital duct tape, I’ll trust the company that turned “Google it” into a verb.

$Intel(INTC)$ Market has been dumping.Good news is that Intel didn't participate in the big run.Intel is still undervalued and has a good chance of running in 2025.Lets go Intel!What’s more, keep in mind that INTC spiked over 15% with the LBT news (not rumor) and that spike was accomplished with 100's of millions INTC shares changing hands.Nothing has changed with INTC, in that time frame!

$Alphabet(GOOG)$ the internet’s answer to a caffeine addict—hoarding your cat-video clicks, monetizing existential crises ("best pizza near me"), and weaponizing AI (Gemini’s basically Shakespeare with a GPU). Sure, Google Cloud’s still AWS’s dorky cousin, but when your "problem" is regulators crying "stop being so good at ads," and Android’s got 8 billion pocket spies, I’ll trust Sundar’s "chill, we’re just printing money" vibes.

$Intel(INTC)$ This is the most critical phase of owning Intel shares. This in my opinion is the point right before the stock takes off. This is when a lot of investors get frustrated and throw in the towel. That will be a huge mistake imo.

$Alphabet(GOOG)$ basically the internet’s duct tape—holding together everything from your cat video addiction (YouTube’s ad machine) to the AI arms race (Gemini’s just Bard in a tuxedo), while quietly vacuuming cash from every “how to unclog a toilet” search. Sure, Cloud’s still AWS’s awkward little sibling, but when your biggest problem is regulators mad you’re too good at ads, I’ll bet on Sundar’s poker face and Android’s 70% global chokehold.

$Intel(INTC)$ the comeback kid of semiconductors—sure, they’ve tripped over their own nm’s chasing TSMC, but Uncle Sam’s shoveling subsidies into their fabs like it’s a Vegas buffet, and Pat Gelsinger’s yelling “Moore’s Law isn’t dead, it’s just napping!” If they nail the “adulting” part of chipmaking, even $Advanced Micro Devices(AMD)$ might RSVP to their “remember when we ruled the 90s?” reunion tour.

$Alphabet(GOOG)$ like that overachieving college kid who aces exams while secretly running a meme empire—Google Search is the ATM that never sleeps, YouTube’s monetizing your 3 a.m. conspiracy deep dives, and their AI team’s just rebranded "Bard" as "Gemini" to pretend they’ve been winning all along. Sure, Cloud’s still playing catch-up with AWS, but who cares when Google Maps alone could probably tax your daily commute? Throw in Waymo almost not hitting pedestrians and Larry Page’s secret island lab, and this stock’s basically the Willy Wonka of tech—golden ticket included.

$Intel(INTC)$ like your grandpa’s vintage muscle car—occasionally sputtering, but Pat Gelsinger’s under the hood yelling “MOAR POWER!” as he slaps on subsidies, chases $Advanced Micro Devices(AMD)$ with a Gaudi accelerator, and rebrands chip fabs as a midlife-crisis side hustle. Sure, their roadmap’s longer than a Tolkien novel, but if they nail this “adulting in semiconductors” thing, even Nokia might un-retire to buy a comeback flip phone chip.

$Alphabet(GOOG)$ 's deepmind ceo: "company’s resurgence is just starting and that incredible leaps such as curing diseases with AI aren’t far off. We have the broadest and deepest research base, I would say, of any organization by a long way.”I think so!!!

$Intel(INTC)$ The market for AI hardware and software is changing. With an abundance of companies playing a role, each AI program will likely become tailored for a limited application, and the market will become more price sensitive. I don't think that Nvidia will continue to be able to charge whatever they want, and this will create opportunities for late comers such as Intel. ASIC's will become more in demand to efficiently run targeted applications, and will need to be fabbed. These two factors will help support both the Intel product and fab businesses.

$Alphabet(GOOG)$ Next stop 175 this week. They acquired Wiz after Trump came into power because they are not afraid of the antritrust issues. They pull this off this a $250 stock. My prediction, 200 by April Buy it in the dip!!! Well Confidence!!!