$Microsoft(MSFT)$ $Amazon.com(AMZN)$ $Alphabet(GOOG)$ $Oracle(ORCL)$ The next 18 months might end up being one of the last really solid accumulation windows for hyperscalers. Wall Street seems pretty focused on AI capex right now, but the real story probably comes later. Once these huge infrastructure investments actually start generating better returns, free cash flow could accelerate, and valuation multiples might expand alongside earnings. That's the reason I'm still accumulating the names building the AI backbone, rather than chasing short-term noise. The biggest winners are often bought before th

$Alphabet(GOOG)$  Warren Buffett put tens of billions into GOOG, so the picture seems pretty straightforward. The person going by "Kurt" and however many aliases comes across as a broke, uneducated troll. No need to overcomplicate it.

$RenovoRx Inc(RNXT)$ you couldn't dream of a better position $FuelCell(FCEL)$  $Alphabet(GOOG)$  $Ocugen(OCGN)$ 

$Alphabet(GOOG)$ The product portfolio itself doesn't seem like a concern to me. This price drop is just the same old story — larger players spreading fear to accumulate at lower levels. It's always the same routine. Personally, I'm staying calm and holding on. I think the investments will pay off over time.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$  I get why people think "if I lock in the gains, I can't lose any money" — but FOMO is a real thing. Feels like we could be heading toward 400 soon.

The setup here is starting to look interesting. Price held the 0.886 Fibonacci level near $316 and bounced, leaving a pretty clear rejection wick. That was the first real backtest of the breakout area, and so far it's holding as a higher low. $Alphabet(GOOG)$  Not saying it goes straight up from here, but the structure still looks constructive.

$NVIDIA(NVDA)$ So far, every dip in this stock has been bought.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ Looks like it's heading higher again. Honestly, I hope the profit takers clear out soon so we can see the real move.

$Alphabet(GOOG)$  That 8.8% drop after earnings last week has mostly been clawed back. The ones who bought the dip came out ahead. I'm long and extremely bullish.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ ASML and memory names like MU and SNDK are getting hit hard right now. It feels like money could rotate back into GOOGL before long.

$Alphabet(GOOG)$ It closed above today's low of 325, which looks like a good sign for the rest of the week. Saw pretty solid support above 325 all day.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$  If you sold Google, I think $318 is the level to look at for re-entry. $Vanguard S&P 500 ETF(VOO)$  $Invesco QQQ(QQQ)$  $SPDR S&P 500 ETF Trust(SPY)$  For the top tech company in the world, this is sitting at a forward P/E of 22.5. At this point it looks like a pure value buy, though I'd personally wait for $318 for a better entry. I think it could hit $400 by the end of the month.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ 400Looking ahead to next week, I'm hoping they double capex again. The more investment the better — pouring money into AI is the best move they can make. $ASML Holding NV(ASML)$  $Amazon.com(AMZN)$  $Apple(AAPL)$  with a forward P/E of 22.5 feels kind of wild for what's essentially the top AI and tech company in the world. Wouldn't be surprised to see AI names broadly moving higher Monday.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ Volume right now is running noticeably above the average from last week, even though we're only partway through the session. Still very early, but it's giving off the impression that institutional selling is underway. If that continues, the rest of the week could just chop sideways in a tight range while edging 5-10 points lower, similar to what happened around the February earnings report. Feels like there's a decent chance of seeing somewhat lower prices over the next couple of weeks.

Photonics is picking up some solid momentum today, moving alongside oil and Treasury yields. The setup does feel a bit like March again, but the bigger story here is the AI infrastructure buildout. $Alphabet(GOOG)$  raised its capex outlook recently and pointed out that around 40% of its $44B spending is going toward data centers and networking equipment. That explains why areas like optical networking and photonics keep getting attention. AI demand isn't just about chips anymore, the whole infrastructure stack needs upgrades. It looks like the market is starting to price in the next phase of the AI cycle.

$Alphabet(GOOGL)$ Honestly, the amount of shorting on this one feels like a joke at this point. Just look at how many services we all use, both directly and indirectly, that are powered by the $Alphabet(GOOG)$  ecosystem. They're clearly winning in their core areas. From where I stand, I think we could see a healthy and consistent upward trend going forward.

$Alphabet(GOOG)$ Looking at current prices versus one-year targets, the potential upside for Google appears to be in the 25% to 40% range. For Micron, the upside looks more like 50% to 100%. Both, of course, carry their own downside risks. I'm holding positions in both.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ It seems Google might be streamlining its AI development process. The impression is they were previously cluttered with too many decision-makers. If that's the case, it could just be a matter of time before they become a leader in AI.

$NVIDIA(NVDA)$ The stock should be easily over $250. AI is nothing without this.

$NVIDIA(NVDA)$  Jensen Huang has increased his stake in Nebius to 9.3% as of July 13, according to an SEC filing. This move adds more attention to the AI infrastructure story. $NEBIUS(NBIS)$  shares moved higher after the disclosure, up around 3%. It seems the market is watching this area closely as AI demand expands beyond just chips into cloud infrastructure, compute capacity, and data centers.