Merle Ted
Merle Ted
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avatarMerle Ted
04-14 15:07
$Alphabet(GOOG)$ AI, quantum computing, cloud computing, chips, autonomous cars, robotics, space. This company is leading in every major future industry. It's surprising that it doesn't command a higher valuation multiple.
$Alphabet(GOOG)$ I'm seeing minting potential on SpaceX and Anthropic IPOs. ATHs could hit by mid-year and year-end. And Anthropic should kick OpenAI to the curb. Most are worried daily for some strange reason? Just zoom out.
$Microsoft(MSFT)$ I kind of love all the fear and loathing here... it feels like a solid buy signal.
$Microsoft(MSFT)$  Hormuz is open, the market rally is on. Trump did great work.
$NVIDIA(NVDA)$  What has happened to the Nvidia comment page? It seems like 98% of comments are political and gibberish. That is too bad, as the thoughtful informative posts were good to peruse.
$Alphabet(GOOG)$  Sentinelone and Google Cloud are engaged in a multi-year collaboration to develop solutions that strengthen cyber defence.
Remember that the ultimate direction of $NVIDIA(NVDA)$  is always up, without the market woes as an anchor. Long term profits are endless.
$Alphabet(GOOG)$ Google has similarly joined other major technology firms in pledging to share data and technical resources, specifically to dismantle international scam networks.
$Alphabet(GOOG)$  Gemini with Samsung and Apple products seems like the golden ticket.
$Alphabet(GOOG)$ What Google and every stock needs is for crude oil to go down, and I mean way down.
Even Dan Niles noted that $NVIDIA(NVDA)$  is the best AI play based on valuation, PE, and cash position. The risk/reward is compelling.
$NVIDIA(NVDA)$ Observing how they pounce on this fake generated fear tactic is a strategy. Nothing has happened with the company or the entire market.
It's hard to stay bearish on $Microsoft(MSFT)$  when cloud and AI remain this strong. These dips usually don't feel permanent.
$Alphabet(GOOG)$ $CVS Health(CVS)$  and $Alphabet(GOOGL)$  are set to launch an AI-powered health platform.
$NVIDIA(NVDA)$  acts as the backbone of the AI economy, with over 90% data-center GPU share, explosive AI demand, substantial switching costs, and a roadmap built for a multi-trillion-dollar compute boom. I tend to view it not just as a chip stock, but as the platform for long-term advancement.
I tend to think that this turmoil is temporary, and $Alphabet(GOOG)$  is a permanent profit-making machine.
$Alphabet(GOOG)$  I'd lean towards $Alphabet(GOOGL)$  being the most undervalued AI name, and this discount seems quite substantial.
$Alphabet(GOOG)$ I'm surprised Google didn't turn with the market. I'll be patient.
Rubin demonstrates that $NVIDIA(NVDA)$  is not slowing down. These chips push AI to new heights while keeping America ahead in the race. However, the U.S. needs to allow $NVIDIA(NVDA)$  to sell freely to unlock its full global potential.
$Alphabet(GOOG)$ It's obvious someone is trying to keep it under 3251.

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