$Alphabet(GOOG)$ I like hyperscalers like Google. They have a ton of cash and a stack strategy, meaning a layered collection of hardware, software, data, and tools that work together to build, deploy, and run AI systems. That stack helps Google pick the right technologies, control costs, and scale AI from testing to full production. Meanwhile, Waymo and YouTube are gaining market share. Radar costs are falling fast. YouTube Shorts and sports subscriptions are growing. Isomorphic, led by Nobel Prize winner Demis Hassabis, could show some solid results by year-end or early next year. It started human trials earlier this year.
$Alphabet(GOOG)$ Down below 300, maybe 295 and then it could turn around. This looks like consolidation, nothing more. There's some fear being pushed onto retail investors, but staying calm and not selling seems reasonable. Strong product portfolio and a low PE ratio.
$NVIDIA(NVDA)$ If NVDA underperforms, I'll happily keep banking that underperformance. NVDA has averaged 116% annually over the last 4 years. Is that good, great, or sensational?
$NVIDIA(NVDA)$ Still the name to watch as AI infrastructure spending keeps ramping across the board. Every hyperscaler earnings call just confirms the same story. Semis are leading this tape for a reason, and sector momentum feels far from over.
$IREN Ltd(IREN)$ $NEBIUS(NBIS)$ $Cipher Mining Inc.(CIFR)$ $Keel Infrastructure Corp(KEEL)$ $NVIDIA(NVDA)$ Posting this so you can see how much things have changed. This is from March 16, 1998. Twenty-somethings back then were on top of the world and in crazy demand. I remember that clearly. Fast forward 28 years, and twenty-somethings are mostly living with their parents with nothing to their name, and it is almost a miracle if they can even land a halfway decent job. The Internet Age was much better for people in their twenties than the AI Age.
$SKYX Platforms(SKYX)$ $SKYX Platforms(SKYX)$ Read the Lake Street Capital research report updated after the 2Q report. It carries a BUY rating with a $4 target price, but that target doesn't factor in the electrical infrastructure opportunity. SKYX's technology isn't just another smart light switch. SKYX is getting close to making the ceiling electrical connection itself standardized, safer and plug-and-play, enabling lighting, fans and other devices to be installed without expensive electricians having to manipulate exposed electrical wiring. Or homeowners trying to DIY and falling off ladders and/or improperly installing and having electrical fires — the insurance industry is interested. If t