To The Moon

Stepping into the big tech earning week, I believe Google and Amazon have the best chances of making a big splash. Let’s watch Actual Capex, Quarterly guidance and real AI impact (ease of adaptation, consistent performance & maintenance, cost efficiency, secured operations and overall safety).

Lots of momentum and optimism in AI related tech companies acting as full catalysts.  Better to hold and continue the ride as long as eps growth continues.  

AI Beneficiary List: Which Company We Can Catch? —>. Why not one each... 1) TSM 2)ARM 3)AVGO 4)AAOI 5)MU 6)CRWV.

Google Cloud Focus: Launch TPU 8T + 8I combined with 'Gemini Enterprise' push =) Tech giant firing all the engines to build a massive lead in the 'AI full stack'.  

$Astera Labs, Inc.(ALAB)$  Taking a small break here....

$Amazon.com(AMZN)$  Given the strong momentum, another 10% rise is a possibility. 

$Netflix(NFLX)$  plunges ~10%; Ad Growth Disappoints. =) A disappointing Q2 outlook (both revenue and earnings) and the departure of co-founder Reed Hastings from the board, triggered a sharp sell-off. The quarter was financially solid but strategically clouded by near-term uncertainty. May need time to bounce back with strategic guidance on growth sustainability. 

Keep going 👍

Spectacular gains in trending stocks... Stock market is on Rapid fire....what used to be a amazing one to two year gains in yesteryears is easily achieved in a week (even overnight).  Great way forward for folks in the frontline.  Happy investing! 

Nasdaq enters Technical Correction:) Perfect time to have exited or exit now on windfall positions to reap the huge magical gains.  We don't know if the lucky star will still shine or vanish in the near future.  For other value stocks and steady performing stocks, better to hold them for long.  Happy Investing!