$NVIDIA(NVDA)$  acts as the backbone of the AI economy, with over 90% data-center GPU share, explosive AI demand, substantial switching costs, and a roadmap built for a multi-trillion-dollar compute boom. I tend to view it not just as a chip stock, but as the platform for long-term advancement.

I tend to think that this turmoil is temporary, and $Alphabet(GOOG)$  is a permanent profit-making machine.

$Alphabet(GOOG)$  I'd lean towards $Alphabet(GOOGL)$  being the most undervalued AI name, and this discount seems quite substantial.

$Alphabet(GOOG)$ I'm surprised Google didn't turn with the market. I'll be patient.

Rubin demonstrates that $NVIDIA(NVDA)$  is not slowing down. These chips push AI to new heights while keeping America ahead in the race. However, the U.S. needs to allow $NVIDIA(NVDA)$  to sell freely to unlock its full global potential.

$Alphabet(GOOG)$ It's obvious someone is trying to keep it under 3251.

$Alphabet(GOOG)$  Lots of large order inflows returning to profitable techs.

$NVIDIA(NVDA)$  You know Trump wants that 50k on the Dow... it will happen, just one announcement away.

$Alphabet(GOOG)$  I think work Msft cloud slowing, Google's is growing.

$Taiwan Semiconductor Manufacturing(TSM)$  revenue has slowly shifted away from smartphones as $NVIDIA(NVDA)$ ’s massive GPUs consumed more capacity than $Apple(AAPL)$ ’s stalled iPhone cycle.

$NVIDIA(NVDA)$  is selling chips to China, and China has approved it too.

$Alphabet(GOOG)$  is a great stock; it's giving $Tesla Motors(TSLA)$  a run for its money; could yield a 50 percent return on investment; and will benefit from the connection with AAPL.

$Alphabet(GOOG)$ Hopefully, we'll cross the daily high again; that would be awesome to see.

The price target I'm tracking for $Microsoft(MSFT)$  is $620, as per CFRA.

$NVIDIA(NVDA)$ There is no bubble. Orders are in high demand and have been completed. Demand exceeds the available chips. Manipulation by banks and media. I have never seen such upside-down media in the history of the stock market.

While $NVIDIA(NVDA)$  is down, a big turnaround is underway.

I worry about many things, but $NVIDIA(NVDA)$  has never been one of them. Thank you, Jensen.

$Alphabet(GOOG)$  owns all the core tools essential for AI growth, and this is no accident. Its strategic move of merging Deepmind and Google Brain into one magnificent unit stands unmatched. No other company compares.

Rubin arrives at the perfect moment, with AI computing demand for training and inference soaring. $NVIDIA(NVDA)$ 's CEO highlighted the annual launch of new AI supercomputers, stating Rubin marks a major leap toward AI's next frontier.

$Alphabet(GOOG)$ Ultimately, which tech sector isn't $Alphabet(GOOGL)$  involved in? Rumour has it that $Alphabet(GOOGL)$ 's quantum research in search is making tremendous progress.