$NVIDIA(NVDA)$ Really? Calling Nvidia a tanking stock while it sits less than 10% off record highs for one of the best performers of all time. That's a stretch. And Valley Ram, when is it actually going to tank? The 2028 guidance has pretty much locked in future gains. Bears are the ones left feeling tormented and flustered.
I think the most likely candidates are $Microsoft(MSFT)$ and ORCL. Both have a large need for more infrastructure. Both can afford it and both have a history of doing so. Government wouldn't do it directly. Google and AWS are both ruled out, and CoreWeave as a competitor, plus Chris's public statements, pretty much rules them out too — they also really can't afford it safely. XAI is an... x factor, since it's not impossible, but Elon already has a pretty sizeable infrastructure and expansion plan, so I think they're out too. With all that, I lean towards Microsoft. There's a mighty need for Azure GCCH infrastructure expansion with looming CMMC requirements, and Azure is already GPU starved. Combined with Microsoft's long history of this type
$Rezolve AI(RZLV)$ $Alphabet(GOOG)$ Given the huge amount of data Google hired Rezolve AI to keep sifting through, I can't help wondering whether Google might at some point just decide to acquire Rezolve AI outright. That would also bring in the entire Subsquid crypto blockchain network and its capabilities. An acquisition would make complete sense, but I'd rather see RZLV keep succeeding and growing on its own. If Google did buy them, though, I'd at least hope for a $15 per share premium, since RZLV has been trading below a third of its value recently.
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ It's pretty clear the market isn't going to let the price drop much further from here. Going lower would really be a bet against Berkshire, and that hasn't been a winning bet historically. Ever. Market makers want to keep their jobs too. Betting against Berkshire and losing would be tough to explain to the bosses.