Even Dan Niles noted that $NVIDIA(NVDA)$  is the best AI play based on valuation, PE, and cash position. The risk/reward is compelling.

$NVIDIA(NVDA)$ Observing how they pounce on this fake generated fear tactic is a strategy. Nothing has happened with the company or the entire market.

It's hard to stay bearish on $Microsoft(MSFT)$  when cloud and AI remain this strong. These dips usually don't feel permanent.

$Alphabet(GOOG)$ $CVS Health(CVS)$  and $Alphabet(GOOGL)$  are set to launch an AI-powered health platform.

$NVIDIA(NVDA)$  acts as the backbone of the AI economy, with over 90% data-center GPU share, explosive AI demand, substantial switching costs, and a roadmap built for a multi-trillion-dollar compute boom. I tend to view it not just as a chip stock, but as the platform for long-term advancement.

I tend to think that this turmoil is temporary, and $Alphabet(GOOG)$  is a permanent profit-making machine.

$Alphabet(GOOG)$  I'd lean towards $Alphabet(GOOGL)$  being the most undervalued AI name, and this discount seems quite substantial.

$Alphabet(GOOG)$ I'm surprised Google didn't turn with the market. I'll be patient.

Rubin demonstrates that $NVIDIA(NVDA)$  is not slowing down. These chips push AI to new heights while keeping America ahead in the race. However, the U.S. needs to allow $NVIDIA(NVDA)$  to sell freely to unlock its full global potential.

$Alphabet(GOOG)$ It's obvious someone is trying to keep it under 3251.

$Alphabet(GOOG)$  Lots of large order inflows returning to profitable techs.

$NVIDIA(NVDA)$  You know Trump wants that 50k on the Dow... it will happen, just one announcement away.

$Alphabet(GOOG)$  I think work Msft cloud slowing, Google's is growing.

$Taiwan Semiconductor Manufacturing(TSM)$  revenue has slowly shifted away from smartphones as $NVIDIA(NVDA)$ ’s massive GPUs consumed more capacity than $Apple(AAPL)$ ’s stalled iPhone cycle.

$NVIDIA(NVDA)$  is selling chips to China, and China has approved it too.

$Alphabet(GOOG)$  is a great stock; it's giving $Tesla Motors(TSLA)$  a run for its money; could yield a 50 percent return on investment; and will benefit from the connection with AAPL.

$Alphabet(GOOG)$ Hopefully, we'll cross the daily high again; that would be awesome to see.

The price target I'm tracking for $Microsoft(MSFT)$  is $620, as per CFRA.

$NVIDIA(NVDA)$ There is no bubble. Orders are in high demand and have been completed. Demand exceeds the available chips. Manipulation by banks and media. I have never seen such upside-down media in the history of the stock market.

While $NVIDIA(NVDA)$  is down, a big turnaround is underway.