$Penguin Solutions, Inc.(PENG)$ PENG just posted a massive earnings beat and the market seems to be taking note. Key Q3 figures: - Revenue: $479M, well above the $421M expectation. - EPS: $0.84, beating the $0.56 estimate. - Integrated Memory revenue hit $275M, a 111% increase year-over-year. Their FY27 guidance also came in strong: - Revenue growth projected at 22%, above the 16% consensus. - EPS guidance of $2.60, higher than the $2.28 estimate. The broader narrative here is PENG's positioning as an AI Factory-focused partner within the expanding infrastructure ecosystem, alongside demand from players like Nvidia. At the end of the day, execution is key, and these numbers are certainly getting noticed.

$Tesla Motors(TSLA)$ The position update: still holding 45 shares, but I didn't sell the 392.5 call last Friday, so it got exercised. I sold those 100 shares in EXTO last night for a $300 profit. Never again leaving an option open like that, but it turned out okay—my average cost dropped to 392.5.

$SPDR S&P 500 ETF Trust(SPY)$ Similar to Nvidia, I'm sticking with my own plan here.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$  Google Cloud remains a key driver in the large-cap AI infrastructure space. The recent results showed 63% year-over-year growth, which is already a significant step up from previous trends. There's analysis suggesting a potential re-acceleration toward around 73% YoY next quarter, indicating demand might still be expanding rather than leveling off. For a hyperscaler of this scale, that kind of growth trajectory is important—it directly feeds into margin expansion, capex efficiency, and long-term AI monetization. The market's focus seems to be shifting beyond just search, increasingly toward cloud and AI compute scaling.

$NVIDIA(NVDA)$  I was away for a bit and it looks like the bears got a bit of momentum. I think we could break through $197 soon.

$Alphabet(GOOG)$ Might get a boost tomorrow from the Anthropic news. Restrictions were removed after safety concerns were resolved, allowing foreign use. Google owns a large stake in Anthropic.

$Alphabet(GOOG)$ The ABC correction looks done on the 4-hour chart. The C leg printed around 333 and bounced hard back to 350. Structure points toward 369 first, then 397, and 423 on a full recovery. Fundamentals are fine, Cloud is up 63%, and Berkshire just bought in. The market sold off on dilution fears from the $80B raise, but the price action has likely found its low. I'm buying gradually from here.

$Alphabet(GOOG)$ Memory prices will come down, and Google will benefit.

$Alphabet(GOOG)$  $Alphabet(GOOGL)$ Too many shorts. YouTube alone will be worth its current valuation by 2035.

$Alphabet(GOOG)$ Hold on to your GOOGL stocks. Warren Buffett is loading up.

$Invesco QQQ(QQQ)$ Dispersion within the Information Technology sector is widening to historic proportions in July 2026. As AI adoption (Big Tech AI Capex) continues to surge in June 2026, industries like AI Communications Equipment (AI Data Centers) and AI Semiconductors are showing strong relative performance, effectively decoupling from Software and IT Services (The SaaSpocalypse).

My take is $Tesla Motors(TSLA)$  will hit new highs, but not until the big money and institutions get a lower entry. The ideal entry area could be around 347.40 to 337, retesting the April 6 level. The next best zone might be 363-358. The record speaks for itself.

$Microsoft(MSFT)$ Bought 2k shares at 351.30, and I'll buy another 2k if it drops to that level again. It feels similar to getting into $Alphabet(GOOGL)$  $Alphabet(GOOG)$  before it tripled. Currently at the 52-week low. My price target is $570, with a forward P/E of 18.5. For a top 10 global company with one of the leading AI platforms, that valuation looks interesting to me.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ Next month's earnings will wipe the smirk off all the bears.

$Alphabet(GOOG)$  The pattern keeps repeating: pump, dump, pump, dump... but it's consistently rising over time.

$Alphabet(GOOG)$ Thanks to those in panic mode, I was able to buy the cheapest stock on Wall Street.

$Alphabet(GOOG)$ I think the $285-290 range is a good area to start accumulating Google. The current price weakness will likely flush out weak hands over the summer, creating long-term buying opportunities for patient shareholders.

Three names I'm buying while others are panicking and selling. Nvidia ($NVIDIA(NVDA)$ ) $200 → $350+ (2028) Amazon ($Amazon.com(AMZN)$ ) $250 → $400+ (2028) Visa ($Visa(V)$ ) $330 → $400+ (2028) I'm not trying to call bottoms, just buying quality when fear shows up.

$NVIDIA(NVDA)$ This could be a positive signal. The 50-day moving average (red line) acts as a trigger line for some institutions. Testing it and potentially bouncing off it is a good sign. Confirmation of a new uptrend would be breaking above the 21-day pivot line (orange line) with momentum turning positive, which would mean the 5-day EMA (green line) turning north and trending above both the 10-day SMA (yellow line) and the pivot line, accompanied by volume. Then, in my view, an uptrend could begin.

$Alphabet(GOOG)$  Just buy Google for upside in SPCX. Google will be fine even if SpaceX goes bankrupt from failed orbital data centers and losses on AI investments.