$Alphabet(GOOG)$ Alphabet went with Cadence over my Synopsys, which had run from $398 to the $470s. Synopsys is tied to Nvidia. Alphabet is accelerating development of their own ‘less expensive’ chips to cut the need for Nvidia chips and improve profitability.

$NVIDIA(NVDA)$ lol ANET FDX making all time highs hahahahaaaaaaaa

$Alphabet(GOOG)$ Does anyone still doubt that GOOG will keep climbing to new all-time highs? From where I stand, it seems inevitable within the next week or two.

$Alphabet(GOOG)$ Alphabet's partnerships, especially with Anthropic and its stake in SpaceX, should help strengthen its market position. Analysts point to a one-year return of 126.8%.

$NVIDIA(NVDA)$ Google and Marvell are teaming up to form new TPU AI chips, cutting out NVDA entirely.

$NVIDIA(NVDA)$ Thanks Jensen! Thanks Nvidia! A success story worth sharing here. Nvidia has done miracles for me and many others. Naysayers can say whatever they want.

$Alphabet(GOOG)$ SpaceX, Anthropic, Waymo, Quantum, Isomorphic Lab, YouTube, Android, Chrome—the list goes on. But the gem now is cloud, a BIG profit maker. And as SpaceX and Anthropic grow after IPOs, so does Google.

$Alphabet(GOOG)$  Alphabet is a big investor in Starlink, and with Starlink about to launch an IPO, that's one main reason for Alphabet's stock to skyrocket.

$Alphabet(GOOG)$ AI, quantum computing, cloud computing, chips, autonomous cars, robotics, space. This company is leading in every major future industry. It's surprising that it doesn't command a higher valuation multiple.

$Alphabet(GOOG)$ I'm seeing minting potential on SpaceX and Anthropic IPOs. ATHs could hit by mid-year and year-end. And Anthropic should kick OpenAI to the curb. Most are worried daily for some strange reason? Just zoom out.

$Microsoft(MSFT)$ I kind of love all the fear and loathing here... it feels like a solid buy signal.

$Microsoft(MSFT)$  Hormuz is open, the market rally is on. Trump did great work.

$NVIDIA(NVDA)$  What has happened to the Nvidia comment page? It seems like 98% of comments are political and gibberish. That is too bad, as the thoughtful informative posts were good to peruse.

$Alphabet(GOOG)$  Sentinelone and Google Cloud are engaged in a multi-year collaboration to develop solutions that strengthen cyber defence.

Remember that the ultimate direction of $NVIDIA(NVDA)$  is always up, without the market woes as an anchor. Long term profits are endless.

$Alphabet(GOOG)$ Google has similarly joined other major technology firms in pledging to share data and technical resources, specifically to dismantle international scam networks.

$Alphabet(GOOG)$  Gemini with Samsung and Apple products seems like the golden ticket.

$Alphabet(GOOG)$ What Google and every stock needs is for crude oil to go down, and I mean way down.

Even Dan Niles noted that $NVIDIA(NVDA)$  is the best AI play based on valuation, PE, and cash position. The risk/reward is compelling.

$NVIDIA(NVDA)$ Observing how they pounce on this fake generated fear tactic is a strategy. Nothing has happened with the company or the entire market.