$Broadcom(AVGO)$ $Micron Technology(MU)$ Added after the Fed meeting. Still looks too cheap while money keeps flowing. Now it's equal weight with my largest positions in $Alphabet(GOOG)$  and AMZN.

$Alphabet(GOOG)$ $PDS Biotechnology Corporation(PDSB)$  has an interesting risk-reward setup, and there's some bullish sentiment around it that could play out well.

$Broadcom(AVGO)$ The price action looks quite similar to the moves MSFT made before it ran to 500. You start to regret buying it, and then out of nowhere it takes off and you're glad you held on.

$NVIDIA(NVDA)$ Traders can probably make money on this one with how much it swings around. I'll stick with long-term investing though. This is the only stock where I'm up over 60,000%, and that's not something I could pull off by trading it.

$Microsoft(MSFT)$ Citizens reiterated Microsoft at Market Outperform with a $550 price target, tied to the AI safety debate. They're staying bullish, saying confidence in Microsoft remains intact despite the AI safety and model-pacing concerns.

Watching my $Microsoft(MSFT)$  and $Alphabet(GOOG)$  $Alphabet(GOOGL)$  positions move higher.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ Waymo has launched its robotaxi service in Las Vegas. According to a company blog post, residents and visitors can now take fully autonomous trips in the city. Waymo says over 100,000 people have expressed interest in riding after months of studying Vegas roads. The service includes destinations like Allegiant Stadium and The Venetian. Las Vegas joins Denver and San Diego as one of the first cities to have majority Ojai fleets, powered by the 6th-generation Waymo Driver.

$Alphabet(GOOGL)$ $SPDR S&P 500 ETF Trust(SPY)$ $NEBIUS(NBIS)$ $NVIDIA(NVDA)$  $SpaceX(SPCX)$ So I guess Google said screw that, we’re not slowing down.

$Alphabet(GOOG)$  The slowdown from Anthropic and OpenAI actually works well for Gemini. It looks like the other two are slowing down mainly because they're running out of cash, while Google isn't in that position.

$SUNation Energy Inc(SUNE)$ I think it bottomed at $3. Still a wild stock, but there are real growth opportunities in the AI space since solar is needed more than ever. These are energy facilities, part of the future economy. They have a $15M market cap and a $1B facility expansion to produce solar cells for solar panels, built in the USA. They're seeing the demand for energy from AI and know they'll have plenty of customers; they just need bigger manufacturing to keep up. With the Iran war, it makes it even more obvious people will switch to solar, but commercial demand is crazy as well. It has no choice but to look to solar. $Alphabet(GOOG)$  recently partnered with another solar company, so s

$Alphabet(GOOG)$ Their AI software is going into every Apple iPhone. And they will find a way to force you to buy it. The US will also build a moat around American AI and keep China out. It is similar to what happened with Chinese electric cars, where GM and Ford are protected by keeping China out of the US market.

$Alphabet(GOOG)$ Gasoline could drop below $2 per gallon once the war ends soon after the midterms, and there's talk of a $5,000 payment if the same party stays in control. With that kind of backdrop, it's hard to see why any stock would be down.

$Alphabet(GOOG)$  Just started a position here. All the media keeps calling this the best or cheapest Mag 7 stock. Not worried about the short term, just waiting for their next innovation or earnings. It's all GOOG.

$NVIDIA(NVDA)$ NVDA seeing aggressive short-dated bullish flow. Around $4.5M in premium traded in the 9/11 $227.50 calls, with 31K+ contracts changing hands. One 5-minute candle alone had 4,638 calls hit the ask, carrying about $602K in premium. Only 2 DTE, so this is very short-dated positioning. The heavy ask-side buying in those $227.50 calls stands out.

$Microsoft(MSFT)$  Great discount here, way undervalued. This should be $600 a share for a 3 1/2 trillion-dollar company. Honestly, people aren't thinking clearly when they buy Meta at $641 a share while that company is only worth 1 1/2 trillion dollars. MSFT is worth more than double Meta. Why are so many people missing that? Meta should be in the 400s.

Micware (NASDAQ: MWC) announced the signing of a Memorandum of Understanding with MulticoreWare. MulticoreWare, despite being relatively lean compared to tech giants, carries high-profile industry relevance. The company is widely recognized for developing x265, the open-source video encoder library that standardizes modern HEVC video compression globally. Its customers include AMD $Advanced Micro Devices(AMD)$ , Microsoft $Microsoft(MSFT)$ , Google $Alphabet(GOOG)$ , Qualcomm $Qualcomm(QCOM)$  and Telestream. Micware is a Japanese software company with Honda and Toyota as major stockholders. It current

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ Johny Paprika has said this will be $455 by end of this week. Apparently big news is coming.

$NVIDIA(NVDA)$ This scenario plays out year after year. When Nvidia keeps making higher highs and higher lows, sooner or later you get new all-time records. For long-term investing, there's no better place to be. I will stand by this. Participating is way more fun than just witnessing it.

$Oracle(ORCL)$ $Microsoft(MSFT)$  OpenAI Astra is getting glowing reviews. OpenAI is now valued at $1.5 trillion on Hyperliquid, up from $862 billion during the last raise. That should help OpenAI-related names like ORCL, MSFT, and SoftBank.

$Microsoft(MSFT)$ A lot of people are selling around here. I'm holding since my position is sitting at a pretty good spot. I don't think it'll ever get back to 390. Let's see 600.