The market has been creating opportunities for those who can stay patient. We saw pullbacks in June that rewarded investors who stepped in, with $Meta Platforms, Inc.(META)$  moving from $543 to $680 and $Amazon.com(AMZN)$  from $227 to $255. Now in July, there's another set of moves to watch, like $Micron Technology(MU)$  from $1,236 to $850, $NEBIUS(NBIS)$  from $294 to $175, and $Oracle(ORCL)$  from $190 to $125. Historically, some of the biggest gains can come when sentiment is weak. The real test is whether one is willing to act when others are fearfu

$NEBIUS(NBIS)$ The stock is down around 5% recently, even after announcing a compute agreement worth over $1 billion with Reflection AI, extending through 2029 and using Nvidia's GB300 GPUs. Reflection AI isn't just any startup. It was founded by former DeepMind researchers, has backing from Nvidia, recently signed a multi-billion dollar compute deal with SpaceX, and is reportedly raising $2.5 billion at a $25 billion valuation. Nebius continues to add major customers like Meta, Microsoft, Nvidia, and now Reflection AI. That points to AI compute demand staying strong and expanding beyond just the hyperscalers. So, what's behind the recent drop? The market seems to be reacting to news about permitting issues in New York and construction delays

$Meta Platforms, Inc.(META)$ I like that gap below - we closed lower than Friday's candle. I think we could see it pretty quickly.

$Meta Platforms, Inc.(META)$  700is only a 10% move from here.

$Meta Platforms, Inc.(META)$  I'm thinking about adding at this level, but I have this feeling that if I buy, it'll drop to $550.

$Meta Platforms, Inc.(META)$ A $10 billion plan has just been announced for its first data center in Canada. That's a significant capex commitment, which to me signals that spending on AI and infrastructure is still ramping up. For Meta, this reinforces the long-term buildout narrative, but it also keeps the market's attention on how aggressively they're investing in compute.

$Meta Platforms, Inc.(META)$ Closing around $600 seems like a positive sign. It looks like a new uptrend could be starting heading into earnings. I think it could reach $1,000 by year-end.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$  just reported something that's hard for the market to ignore. Google Cloud revenue was up 63% year-over-year. That's not the 'slow growth big tech' story anymore; it's moving into acceleration mode. Wells Fargo is now modeling 73% YoY growth for next quarter, which suggests the narrative is shifting quickly from just a search company to a full AI and cloud compounding machine. This is often how re-ratings begin—quietly at first, then more forcefully. If cloud maintains this trajectory, the debate over its valuation multiple might become less important than the earnings expansion showing up in the numbers. I'm watching this closely. It feels more like early-ph

$Meta Platforms, Inc.(META)$ It's evolved into a multi-layer platform across social media, communications, ad-tech, and increasingly into an AI-driven infrastructure and data compute layer. From a valuation standpoint, the market still seems to be pricing it at what looks like a compressed multiple relative to its growth profile. Forward P/E is around 18.5x, the PEG is near 0.90x, and revenue growth is still tracking about 33% YoY. What stands out is the disconnect between the company's expanding business surface area and a valuation that remains anchored to a more traditional ad-tech framework. The re-rating debate feels like it's less about whether the business is growing, and more about how the market chooses to classify it going forward.

$Meta Platforms, Inc.(META)$ Maybe this time we could see it run up over $800 to new all-time highs.

$Alphabet(GOOG)$ The AI cybersecurity sector has strong tailwinds looking ahead. Consolidation in the space is likely to continue, and from what GOOG-AI has said, Sentinel One (S) is the most undervalued pure-play AI security stock globally. A potential Google-Sentinel One merger could create a significant global AI security player. For context, Google's recent acquisition of Wiz was valued at 32x trailing sales, which was around $32B.

$Alphabet(GOOG)$  I don't think this news will have much impact on the stock, either in the short term or the long run. It seems like a good buying opportunity.

$Carnegie Clean Energy Ltd.(CWGYF)$ Carnegie Energy is positioned to be a key player starting in October 2026. A recent resource report on wave energy converters took a close look at the global opportunity and ran the numbers, detailing the sheer scale of what wave energy can deliver to national grids. For instance, it could potentially meet over 100% of Australia's needs, 32% for the United States, and 30% for Spain. The key point is that waves keep moving when the wind drops and the sun sets. Unlocking this predictable, immense resource at an industrial scale could contribute to a more diverse and resilient energy grid. This is relevant to $Hewlett Packard Enterprise(HPE)$ ,

$Alphabet(GOOG)$ Morgan Stanley raised its price target on GOOG to 415 from 375 and maintained its Overweight rating. The average street price target is 434.

Some might think it's a naive take, but as long as $Amazon.com(AMZN)$  and $Alphabet(GOOG)$  hold up, I don't see much more downside for $Invesco QQQ(QQQ)$  and SPY. If those two give out, then it's a different story. For now, confidence is still there, and a recovery looks likely if the strength persists.

$Amazon.com(AMZN)$ $Alphabet(GOOG)$ It's holding up remarkably well despite that $SPDR S&P 500 ETF Trust(SPY)$  waterfall.

$Alphabet(GOOG)$  GOOG is on sale. Buying opportunities like this dip are rare... adding here.

$Meta Platforms, Inc.(META)$ It had a nice bounce off the $540 support level. The wedge is formed... let's see if this stock can finally make a move. Strength would be confirmed above $596-600.

$SPDR S&P 500 ETF Trust(SPY)$ The most important thing this week is that we're reaching month-end and portfolio managers are doing window dressing. It's not about PCE, not TA, not valuation—it's about making the books look good. Turn off the financial news and follow this simple rule: if a stock has done well this month, it gets bought; if it's done poorly, it gets sold and taken off the books. Everything else is noise. This is about keeping your job, which is why if a stock has been beaten up this month, you buy it.

$Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$ $NVIDIA(NVDA)$ $Alphabet(GOOG)$ The NASDAQ is up 2.18% today, largely driven by big tech companies like Microsoft, NVIDIA, Apple, Amazon, Alphabet, and Meta.