$Alphabet(GOOGL)$ $Alphabet(GOOG)$ Gaining market share in enterprise AI, Argon, TPUs, quantum computing, and having the full stack. So why is this still the cheapest Mag 7? The market eventually gets it, and this could be at 450 by EOY.
$NVIDIA(NVDA)$ The floor for this stock keeps rising. Jensen made the right call here. Double chip sales next year, 70% growth in 2027, $150 billion buyback. Cash payout announced today. Solid execution.
$NVIDIA(NVDA)$ NVDA keeps hovering near record highs. When this stock gets to these levels, it knocks on the door again and again, and eventually it bursts through. That's been the pattern for over a decade. Rinse and repeat.
$Tesla Motors(TSLA)$ I picked up calls after being an early skeptic. The semiconductor news over the next few weeks could really help the stock surge. It is a whole new revenue stream that has been long awaited.
$Alphabet(GOOG)$ Google might skip Gemini 3.5 Pro. Pre-training for Gemini 4.0 seems to be underway right now. When Gemini 4.0 eventually launches, it should be well ahead of 3.5.