$Alphabet(GOOG)$ Micware (NASDAQ:MWC) IPOed on the Nasdaq in 2026 and can absolutely compete with Google and Apple in Japan, but it does so through a fundamentally different architecture and B2B approach. Instead of trying to deploy a massive consumer-facing mapping application, MWC leans on its new AI spatial platform, DynaPlanet, to challenge legacy tech with specialized strategies: 1. Google and Apple rely on proprietary fleets of street view vehicles and planes to record mapping data. DynaPlanet uses a specialized automated ingestion pipeline. Open Map Fusion: It uses the government's 3D city modeling project "PLATEAU" and OpenStreetMap as its structural foundation. Real-Time Edge Data Crowdsourcing: It integrates active visual and spatia

$Aurora Innovation(AUR)$ $NVIDIA(NVDA)$ Interesting to see who just picked up all those AUR shares.

$NVIDIA(NVDA)$ Jensen has earned a lot of respect. Yearly market-beating returns, a quarterly cash payment, countless partnerships, solid investments, and of course top-tier chips and software. He is a true visionary, and bulls appreciate it.

$Microsoft(MSFT)$ $Alphabet(GOOGL)$ $Meta Platforms, Inc.(META)$ $Amazon.com(AMZN)$ Best companies on the planet in my opinion. Cash flows will surge again after the build out.

$Microsoft(MSFT)$ I don't really know what to say at this point. Still a small position. Started back in March 2025 at 365, now holding 227 shares with a 368 average. I saw 555 and still strongly believe it's going way higher someday. I did sell some at 555, by the way, but I got more back cheaper.

$NVIDIA(NVDA)$  The median price target is now $302. Over all the years I've been invested in NVDA, it has hit every price target over time, no matter how high.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $NVIDIA(NVDA)$ $Palantir Technologies Inc.(PLTR)$ It has been about a week since Michael Burry publicly took a bearish stance on Nebius, and $NEBIUS(NBIS)$  is up roughly 10% since then.

$Alphabet(GOOG)$ New DeepMind CEO is focusing on AI models, while Demis Hassabis returning to Isomorphic Lab should speed up drug developments. I expect Google to ramp up. Its most recent $25 billion debt raise for capex was oversubscribed at $115 billion from institutional investors. That tells you how fundamentally strong Google is.

$Alphabet(GOOG)$ The selling after hours doesn't make much sense to me. The PE here is ridiculously low, and once a rotation kicks in, this thing could start gaining steam like a freight train.

$Alphabet(GOOG)$ To push AI forward, you need capex. In China, the government keeps a heavy hand in direct equity investments through highly structured "National Team" operations. They also encourage Chinese startups to IPO by easing regulations and get additional funding through corporate debt issuance. In the US, this kind of approach is seen as a bad thing. That feels completely off — where's the entrepreneurial spirit?

$Netlist, Inc.(NLST)$ It is hard to find a stock this cheap with a real shot at a 10-20x move from here, especially one with as many connections as Netlist. My year-end price target is $22.00. If you have never come across it, take a look at the recent patent news involving Samsung. There is more on the way. $Samsung Electronics Co., Ltd.(SSNLF)$  $Micron Technology(MU)$  $NVIDIA(NVDA)$  $Alphabet(GOOG)$  So much money is heading to Netlist.

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Securing cheap funding for AI infrastructure while avoiding shareholder dilution. I like the approach.

$Alphabet(GOOG)$  Alphabet's Project Suncatcher and SpaceX look highly complementary from where I stand. Google has held discussions with SpaceX around potential launch partnerships for its orbital data center initiative — the idea being to use commercial rockets to deploy space-based AI infrastructure powered by uninterrupted solar energy. The synergy angle is worth watching.

$Alphabet(GOOG)$ Google's new quantum chip, Willow, pulled off something that almost doesn't sound real. It finished a calculation in under five minutes that would take the fastest classical supercomputers roughly 10 septillion years. That's not just longer than recorded human history — it's longer than the age of the universe by such a ridiculous margin that the number starts to feel abstract. On the surface it looks like a pure computing breakthrough. But underneath the headline there's a weirder question: where did that computational power actually come from? Some physicists think quantum computers aren't just crunching numbers inside our universe. They may be processing possibilities across many branches of reality at the same time. If th

$SPDR S&P 500 ETF Trust(SPY)$ $iShares Biotechnology ETF(IBB)$ AI disruption in biotech is already happening, and $Eli Lilly(LLY)$  looks like the clear leader right now. They're using deep structural AI to accelerate drug development through the partnership with $Alphabet(GOOG)$  Isomorphic Labs and Genetic Leap. The company is already in high-margin commercial markets, has a bulletproof balance sheet, and the AtaiBeckley acquisition gives them a lead in the psychedelic drug space, which I think could be a blockbuster. I've been waiting for a decent pullback from the highs, and picked up some shares

$American Fusion Inc.(AMFN)$ I'm thinking about buying this before it really takes off. The idea of $Amazon.com(AMZN)$  and $Alphabet(GOOG)$  using this kind of safe technology for their data centers, instead of going through the trouble of building nuclear power plants, seems like a big catalyst to me.

$Alphabet(GOOG)$ It is good to see hyperscalers getting rewarded for their capex as they build toward a better future. Innovations push society forward, laying the groundwork for automation, robotics, drug discoveries, and quantum computing. There is no free lunch.

$Alphabet(GOOG)$ Looks like the market is slowly waking up, one percentage point at a time. GOOG is about as close to a guaranteed AI winner as you can find.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ $Meta Platforms, Inc.(META)$  seems to be recovering its losses now, while GOOGL just keeps sinking deeper into the red. This price action makes no sense. Do people actually think Google is the worst AI company out there right now? Basically everyone else is up 8-10% including Oracle, AMZN, MSFT, and now even META is clawing back its losses. Just great.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ It looks like the setup is fading every time it touches 335. Whether AMZN releases good earnings or poor, I wouldn't be surprised if they push it down further.