$Micron Technology(MU)$ $Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ I don't get how a major financial network like CNBC keeps giving Dan Nathan airtime when he keeps misrepresenting things to viewers. Why is he still on? Nearly everything he says turns out wrong. Dan "chicken little" Nathan.
$Alphabet(GOOGL)$ The close looked strong. The 8d and 21d EMAs are still quite bullish. Would like to see some follow-through in the next few sessions. $Alphabet(GOOG)$
$NVIDIA(NVDA)$ Bears have a serious problem here. NVDA's floor keeps rising, and there are a number of factors behind it: the earnings beat and raise, a historically low PE, the 70% growth forecast for 2027, double chip sales next year, and now a 150 billion dollar buyback. How does anyone still expect this stock to collapse?
$Alphabet(GOOG)$ Gemini 4 will still be a big deal even if it's not perfect. $4 per million input tokens and $20 per million output tokens, with the introductory price at half of that, compared to $10 and $50 for GPT-6. I think there's a realistic chance this ends the year above $400.
$NVIDIA(NVDA)$ Do the bears still think Nvidia is going to crash? That would only happen if all of AI is going to crash. Every company is adapting to this new technology. Use some common sense.
$Alphabet(GOOG)$ Red again, every single day. Green market, Google red. Market down, Google down harder. Flat market, somehow Google still red. 16 PE, trading at half the value of anything else in the sector, and it can't catch a bid.
$SpaceX(SPCX)$ Keep shorting if that's your stance, but the trade can cut both ways. I've been in this market since 1992. I bought $Alphabet(GOOG)$ at 88. Shorts may win a few skirmishes, but longs win the war.