$Alphabet(GOOG)$ Larry Page has been fairly visible in backing AI ventures. Both he and Brin seem to have a clear sense of where AI and Google are headed. It isn't just Sundar steering Google. The founders aren't far behind, and you also have Demis Hassabis, a large AI research team, extensive research libraries, and a massive amount of data.

$Meta Platforms, Inc.(META)$  Still printing money while everyone argues about the metaverse. AI investments are quietly becoming the real growth story here. Ad revenue strong, efficiency gains real. This one's not slowing down anytime soon.

$Alphabet(GOOG)$ It's funny seeing bears saying sell or wait till 250. This will double next year — right now it's just rotation shaking out weak hands. Next year institutions will be buying what they sold. If you're worried, you can sell calls. These penny pinchers are something else.

$Alphabet(GOOG)$ It's really amazing. PE is in the teens, and the company is making almost $50 billion every quarter. Who in their right mind would be dumping this?

$Meta Platforms, Inc.(META)$ Twitter is full of people praising Muse, including some who normally dislike Meta as a company. Shopify's CEO also suggested people try it.

$Meta Platforms, Inc.(META)$  It has to close higher today than Friday's close of 616.70 for confirmation before going long.

$Meta Platforms, Inc.(META)$ Jim Cramer made a case for revisiting the Magnificent Seven, pointing out that months of underperformance have left several of them too cheap to ignore. His view is that the massive AI investments are starting to turn into real returns. On Amazon, he thinks AWS, advertising, and international growth could make the heavy AI spending look increasingly profitable over time. Alphabet also stands out to him as undervalued, even with Google Cloud, YouTube, and Waymo all growing. Meta is down about 7% this year, but settling the $18 billion lawsuit removed a major financial overhang, and there's a chance they eventually monetize excess AI capacity. Microsoft is giving more visibility into Azure while locking in more powe

$Meta Platforms, Inc.(META)$ Breaking out of the wedge and MACD is reversing. Looking good.

Winning and growing market share. LYFT is gaining market share while becoming the Visa toll booth for all AVs and keeping ride share alive with all the above options 24/7. $Lyft, Inc.(LYFT)$  $Uber(UBER)$  $Alphabet(GOOGL)$  $Alphabet(GOOG)$ 

$Alphabet(GOOG)$ I learned that financial education matters a bit later than I would have liked. At 45, I finally started educating myself and taking my finances seriously. I was $97,000 in debt with no savings or retirement plan. Two years later, I’m in a much stronger position and incredibly proud of the progress. I’m now concentrating on long-term wealth creation, with roughly $550,000 invested and no debt. I’ve also built a Bitcoin portfolio of approximately 5 BTC.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$  Swiss McSwiss called Google one of the best startup companies on the market. He said the technology they are building with cloud and AI will accelerate AI's takeover of humankind. Though speculative, this company is in the right industry. $Vanguard S&P 500 ETF(VOO)$  $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$ 

$Meta Platforms, Inc.(META)$ Meta looks too cheap according to some analysts. "Meta's product pipeline could start flowing following this legal clearing event," just like Alphabet's did, Nowak wrote in a note. Nowak rates the stock at overweight with a price target of $775.

$Rezolve AI(RZLV)$ I'm averaging up on my position, adding a few more core shares for the long run. I've also heard the SQD team is in San Francisco with $Alphabet(GOOG)$ , building together. The view is that this could be considered core critical tools tech for fintech, institutions, banks, and any governments moving to blockchains.

4CHAN.XThis one looks set for a billion dollar meme run. It feels like it was meant to happen.

$NVIDIA(NVDA)$ Amazing GOOGL. I'm disappointed in AAPL. $Meta Platforms, Inc.(META)$ , you are great, hoping you continue. Nice recovery, NFLX.

$Alphabet(GOOG)$ Key numbers from the latest report. Revenue came in at $119.8 billion, up 24% year-over-year and ahead of expectations. Google Cloud revenue was $24.8 billion, up an impressive 82%, driven by AI infrastructure and enterprise AI demand. Search revenue was about $63.3 billion, still growing despite concerns that AI would hurt search. YouTube ad revenue was about $11.0 billion, also ahead of expectations. What investors liked: cloud growth accelerated dramatically, AI products like Gemini, AI infrastructure, and TPU chips showed strong adoption, search remained resilient, and revenue beat Wall Street estimates.

$Meta Platforms, Inc.(META)$ There were 1.2 million bullish calls bought. Things could get pretty wild for a couple of days.

The Cisco/NVIDIA news around AI infrastructure is bigger than it looks. AI infrastructure is running into real constraints on power and heat, and liquid cooling is quickly becoming the answer. Cisco just expanded its Secure AI Factory with NVIDIA through a partnership with Supermicro, combining Cisco networking with SMCI's high-density liquid-cooled GPU servers for NVIDIA's next-generation Vera Rubin NVL72 and HGX Rubin NVL8 platforms. TrendForce expects AI-chip liquid-cooling penetration to move from 33% in 2025 to 53% in 2026 and 60% in 2027. That matters because Supermicro has been pushing rack-scale liquid cooling aggressively while AI racks become hotter, denser, and more power hungry. The ecosystem being built: $NVIDIA(NVDA)$  for next-

$Meta Platforms, Inc.(META)$ Just seeing the word "settlement" show up in the media is bullish on its own. Any actual settlement would be a rocket booster.

$Rezolve AI(RZLV)$ When $Alphabet(GOOG)$  resells your software applications and uses your data infrastructure, that says a lot about the underlying technology. This kind of thing wouldn't happen if it weren't solid.