$NVIDIA(NVDA)$ $SUPER MICRO COMPUTER INC(SMCI)$ $Advanced Micro Devices(AMD)$ $Amazon.com(AMZN)$ $Meta Platforms, Inc.(META)$ The AI infrastructure buildout is far from over. NVIDIA supplies the GPUs. AMD is gaining traction with Instinct accelerators. Amazon continues expanding AWS AI infrastructure. Meta is investing tens of billions into AI compute and next-generation data centers. None of that scales without the servers, rack-scale systems, liquid cooling, and integrated infrastructure to deploy it. That's where SMCI comes in. With a record backlog, m

$Alphabet(GOOG)$ 364 looks like resistance near the open. I do like it, but these things don't usually go straight up. Best to stay careful and buy the dip if it pulls back.

$Alphabet(GOOG)$ GOOG. The weekly chart setup looks really good to me. Feels like a strong scalp candidate right now.

$Meta Platforms, Inc.(META)$ Meta is basically a cash printing machine. Even when Zuck was burning money on the metaverse, it didn't really matter because the legacy apps just kept raking in more cash. You have to spend money to make money. It's not like Facebook, Instagram, or WhatsApp are going anywhere. Why should anyone care if spending is temporarily high?

$Meta Platforms, Inc.(META)$ Long term, the bears can be ignored. This looks like it should be worth 800+ without much trouble. 30% growth, cloud revenue starting to come in, and a 20 PE ratio. No point stressing over the short-term price swings.

$Celestica(CLS)$ A few hours ago this was trading at just 25x FY26 earnings. 25x earnings for a company growing earnings over 80% year-over-year. If that's not value in this market, I'm not sure what is — especially when you factor in the ramping GOOG TPU program and the FY27 commentary: "Revenue growth in 2027 to ACCELERATE BEYOND the 65% growth rate we are anticipating in 2026... Adj. EPS to grow at a faster rate than our revenue in 2027"

$Meta Platforms, Inc.(META)$ About to be eight straight days in the red despite nothing but positive news. At this point, might as well run it to ten — just means more chances to add at lower prices.

$Meta Platforms, Inc.(META)$  I think Meta could go parabolic into earnings, then sell the next day because it's going to tank.

$Meta Platforms, Inc.(META)$ Their best shot is probably crushing the estimates on the social platform side to help offset the cash bleed from the AI buildout. That, combined with a 10-for-1 stock split, should be enough for a 10-15% pop on earnings day.

$Meta Platforms, Inc.(META)$  I initially thought Meta building a data center was a bullish sign, since it could indicate more spending on AI. Meta could potentially benefit from that trend.

$Meta Platforms, Inc.(META)$  I think we could see $750 after earnings. Last time Google went up a lot, this time maybe Amazon, Microsoft, and Meta will take their turns.

Interesting to see a fresh catalyst for the AI infrastructure space. Baird just initiated coverage on $CoreWeave, Inc.(CRWV)$  and $NEBIUS(NBIS)$  with Outperform ratings, and both stocks moved around +4% on the call. The price targets set are $100 for $CoreWeave, Inc.(CRWV)$  and $250 for NBIS. The core thesis seems to be that AI infrastructure supply is constrained, and operators with solid execution are well-positioned to capture the demand. For $CoreWeave, Inc.(CRWV)$ , the points highlighted are expanding compute capacity, a proprietary platform, and a strong relationship with Nvidia. For

Alphabet's Q2 results are out, showing strong growth across its key segments. Search revenue was up 17%, while Google Cloud saw a significant 82% increase. YouTube Ads grew 13%, and Subscriptions, Platforms & Devices rose 15%. Network revenue was down 1%, and Other Bets grew 2%. The standout is clearly Google Cloud's 82% growth, which points to ongoing strength in AI infrastructure demand. Search remains the core business, but Cloud and AI investments are becoming more critical as growth drivers. Now the focus shifts to margins, AI CapEx spending, progress with Gemini, and management's outlook. Strong numbers are positive, but the main question is whether Alphabet can turn its substantial AI investments into sustained revenue growth over time. $A

$SanDisk Corp.(SNDK)$ Closed above $1,600. Expecting strong numbers from $Alphabet(GOOG)$  after earnings.

$Meta Platforms, Inc.(META)$ Another low-volume drop doesn't really mean much for the long term. The 700 level seems within reach by month-end, and 1,000 by year-end if the earnings report is solid.

These ten stocks are the ones I'm most bullish on at the moment. I think they're trading well below their intrinsic value. $ServiceNow(NOW)$  $Oracle(ORCL)$  $Meta Platforms, Inc.(META)$  $Adobe(ADBE)$  $CoreWeave, Inc.(CRWV)$  There seem to be a lot of solid opportunities if you know where to look.

$Alphabet(GOOG)$ It's losing some momentum. I thought the expectation was to beat and raise. I was looking for 370 before earnings and 400 after.

$Alphabet(GOOG)$ GOOG looks like the real deal, which is probably why Buffett put money into it. The numbers coming out could be pretty impressive.

The market has been creating opportunities for those who can stay patient. We saw pullbacks in June that rewarded investors who stepped in, with $Meta Platforms, Inc.(META)$  moving from $543 to $680 and $Amazon.com(AMZN)$  from $227 to $255. Now in July, there's another set of moves to watch, like $Micron Technology(MU)$  from $1,236 to $850, $NEBIUS(NBIS)$  from $294 to $175, and $Oracle(ORCL)$  from $190 to $125. Historically, some of the biggest gains can come when sentiment is weak. The real test is whether one is willing to act when others are fearfu

$Oracle(ORCL)$ It's the same setup, just a different stock this time. The market's fear about capital expenditures is driving the move, similar to what happened with META. Investors tend to dislike spending until it actually translates into visible growth. The current chatter and volatility feel like a shakeout. If the underlying investment thesis remains valid, this is typically the phase where less committed holders get shaken out. The opportunity often lies in buying when there's fear, not when the headlines are positive.