To The Moon

$Invesco QQQ(QQQ)$ Dispersion within the Information Technology sector is widening to historic proportions in July 2026. As AI adoption (Big Tech AI Capex) continues to surge in June 2026, industries like AI Communications Equipment (AI Data Centers) and AI Semiconductors are showing strong relative performance, effectively decoupling from Software and IT Services (The SaaSpocalypse).

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ Next month's earnings will wipe the smirk off all the bears.

$Alphabet(GOOG)$  The pattern keeps repeating: pump, dump, pump, dump... but it's consistently rising over time.

$Alphabet(GOOG)$ Thanks to those in panic mode, I was able to buy the cheapest stock on Wall Street.

$Alphabet(GOOG)$ I think the $285-290 range is a good area to start accumulating Google. The current price weakness will likely flush out weak hands over the summer, creating long-term buying opportunities for patient shareholders.

Three names I'm buying while others are panicking and selling. Nvidia ($NVIDIA(NVDA)$ ) $200 → $350+ (2028) Amazon ($Amazon.com(AMZN)$ ) $250 → $400+ (2028) Visa ($Visa(V)$ ) $330 → $400+ (2028) I'm not trying to call bottoms, just buying quality when fear shows up.

$NVIDIA(NVDA)$ This could be a positive signal. The 50-day moving average (red line) acts as a trigger line for some institutions. Testing it and potentially bouncing off it is a good sign. Confirmation of a new uptrend would be breaking above the 21-day pivot line (orange line) with momentum turning positive, which would mean the 5-day EMA (green line) turning north and trending above both the 10-day SMA (yellow line) and the pivot line, accompanied by volume. Then, in my view, an uptrend could begin.

$Alphabet(GOOG)$  Just buy Google for upside in SPCX. Google will be fine even if SpaceX goes bankrupt from failed orbital data centers and losses on AI investments.

$Alphabet(GOOG)$  Google's $900 million investment in SpaceX has reportedly grown to $100 billion.

Elon Musk isn't just Tesla; he's an entire empire. The combined value across his companies now tops $4.26 trillion. Here's the breakdown: SpaceX → $1.8T (he owns 82.4%) Tesla $Tesla Motors(TSLA)$  → $1.6T (20.3% ownership) Starlink → $500B xAI → $250B Terafab → $55B X → $33B Neuralink → $10B The Boring Company → $6B SolarCity → $3B Every move in $Tesla Motors(TSLA)$  or the upcoming $Space Exploration Technologies(SPCX)$  IPO isn't just a stock trade; it feels more like a bet on the whole Musk ecosystem. The market is watching closely, and honestly, I'm keeping an eye on it too.