Valerie Archibald
Valerie Archibald
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$NVIDIA(NVDA)$  Apple has approved Nvidia for Google Cloud to support Siri. That's a benchmark move, in my view.
$Alphabet(GOOG)$  The biggest progress so far is in AI and automation. Be glad we're still early in the innings.
$Alphabet(GOOG)$ I think Demis Hassasbis is the secret weapon behind AGI progress.
$Alphabet(GOOG)$ Love this toll booth on the internet highway. That's Google appointing itself as the collector.
$Alphabet(GOOG)$ The AI bubble is nowhere near its peak. In this order: AI, agentic, generative AI, robotics, quantum computing. The tech revolution is here, ready or not.
$Tesla Motors(TSLA)$  Can someone please tell me if it's at 300 yet?
$Alphabet(GOOG)$  I think the $410 level looks more likely now.
$Tesla Motors(TSLA)$ It's interesting that the shorts keep repeating the same arguments they made about Tesla three years ago, while the company keeps improving every day.
$Alphabet(GOOG)$ Bloomberg reports GOOG is in talks with SpaceX to place data centers in space. I see this as quite bullish. Price target at 500.
$Alphabet(GOOG)$  GOOG needs to make some moves and lift the market; it's a leader.
$Tesla Motors(TSLA)$ BYD's flagship electric SUV, the Datang, has secured over 100,000 orders in a short period after launch, and it's priced under $40K. The three-row electric SUV boasts a range of up to 590 miles (950 km) on a single charge and features BYD's new 5-minute Flash Charging. Orders for the BYD Datang electric SUV have piled up quickly post-launch. BYD stole the spotlight at the recent Beijing Auto Show, showcasing a range of new vehicles from electric hypercars to three-row luxury SUVs. The Datang was among the most popular. At over 5,200 mm (207″) in length, the full-size SUV is slightly bigger than the Hyundai IONIQ 9 or Kia EV9, and it's the largest electric vehicle BYD currently offers.
$Alphabet(GOOG)$ Making money has me too excited to sleep. I'd rather stay awake.
$Alphabet(GOOG)$ Wow! Massive anthropic contract of $200 billions with google. Google already has $460 billion in backlog in Q1. This is big.
$Tesla Motors(TSLA)$  How are the shorts doing lately? I'm leaning towards TSLA.
$Alphabet(GOOG)$ The after-hours valuation seems way off. GOOGL is about to cross $400 for the first time. It's dominating in AVs, media, cloud, AI, search, and virtually everything else that matters right now. With that level of complete domination, the PE still looks absurdly low to me.
$Alphabet(GOOG)$ Wow, a trifecta! Google, Amazon, and now Microsoft.
$NVIDIA(NVDA)$  How many phony stories have been spread to scare you out of your good stocks? For NVDA, it's been at least one per day over the last three years. Wise up and ignore the nonsense from those thousands of scam artist thieves.
$NVIDIA(NVDA)$  The entire AI pie is growing steadily, much like NVDA's stock price.
$Tesla Motors(TSLA)$ It's going back to 400 soon. The bashers are like a broken record, always repeating the same thing, which is kind of funny.
$Alphabet(GOOG)$ Market cap is finally back to the $4 Trillion level. Nice!

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