To The Moon

$Microsoft(MSFT)$ $Alphabet(GOOG)$  and $Meta Platforms, Inc.(META)$  are trading near or at record low valuations, around 17-21 PE, not even forward PE, and they still can't find buyers. Meanwhile pump and dump scams like $NEBIUS(NBIS)$  keep going higher at 100 PE.

$Tesla Motors(TSLA)$ Looking for a double-digit gain day, with a close somewhere in the $380 to $395 range.

$NVIDIA(NVDA)$  I've been saying it since NVDA was in the $180s, $190s, and $200s — I think NVDA finishes the year closer to $300 than $200.

$Alphabet(GOOG)$ I'm still using any new cash to add to GOOG. To me, Wall Street's decision to sell what's arguably the most obvious AI winner, along with NVDA, still doesn't make a lot of sense.

$Alphabet(GOOG)$ This one is really getting left behind. I picked up some cheap calls for late August just in case. If we get news, maybe there's a chance for a big move while some money rotates out of the Mag 7 after people finish pumping those.

$NVIDIA(NVDA)$ I don't really see a reason we wouldn't get at least a 3-5% move higher today. Still holding long.

$SpaceX(SPCX)$ After the lockup expiry, the float will only be around 1.5B shares. The next lockup expiry only triggers if shares trade above $175 for 5 out of 10 days following earnings, and that doesn't seem likely. For reference, $NVIDIA(NVDA)$  has a float of 23B shares and $Apple(AAPL)$  has about 14.5B shares. Meanwhile, Elon holds 4.8B shares that remain locked. This means frequent short squeezes could happen as the float gets consumed by long-only funds once the lockup ends.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$  All those chart predictions were wrong — "never touching 350 again," "250 is the new support based on the volume box," "200 SMA broken, down to the 250s," "when very long-term bullish trend lines are broken, the stock typically doesn't recover for years." Hope this rally made it clear that those crayon-line voodoo calls were bunk.

$NVIDIA(NVDA)$ Let that sink in. Nvidia is the reason the US is leading in AI right now. It is hard to see the case for betting against that.

$AST SpaceMobile, Inc.(ASTS)$ $Rocket Lab USA, Inc.(RKLB)$ $SpaceX(SPCX)$ $Alphabet(GOOG)$ There's talk about Midland, Texas, and a possible convoy of BlueBirds heading to the Cape, numbers 14 through 19. Sounds like a little surprise from a local team.