To The Moon

I worry about many things, but $NVIDIA(NVDA)$  has never been one of them. Thank you, Jensen.

$Alphabet(GOOG)$  owns all the core tools essential for AI growth, and this is no accident. Its strategic move of merging Deepmind and Google Brain into one magnificent unit stands unmatched. No other company compares.

Rubin arrives at the perfect moment, with AI computing demand for training and inference soaring. $NVIDIA(NVDA)$ 's CEO highlighted the annual launch of new AI supercomputers, stating Rubin marks a major leap toward AI's next frontier.

$Alphabet(GOOG)$ Ultimately, which tech sector isn't $Alphabet(GOOGL)$  involved in? Rumour has it that $Alphabet(GOOGL)$ 's quantum research in search is making tremendous progress.

$NVIDIA(NVDA)$ Bears and trolls keep warning us bulls that it's a bubble, overpriced, overhyped, expecting a 'bloodbath'. What has all that whining and crying gotten you?

AI hyperscalers continue expanding their expenditure scale. The Magnificent Seven tech giants are broadly increasing investments in artificial intelligence. $NVIDIA(NVDA)$  demonstrates more reasonable valuation compared to big tech industry peers.

$Alphabet(GOOG)$  $Alphabet(GOOGL)$ 's TPUs don't pay licensing fees to $NVIDIA(NVDA)$ , with lower construction and operational costs...this is game-changing. As for AI replacing traditional search? That's comedy gold - AI queries burn more cash and move slower. For basic searches, stick with the OG.

$Alphabet(GOOG)$ If AI is a bubble why is $Alphabet(GOOGL)$  still dropping? Wasn't everyone convinced search business would be destroyed by AI not long ago? This makes zero sense

$Alphabet(GOOG)$  $Alphabet(GOOGL)$ 's autonomous unit projecting weekly million-ride milestone, frosty operational challenges appearing manageable.

$Microsoft(MSFT)$  needs to rein in this prolonged price movement that's been unfavorable for investors.