Merle Ted
Merle Ted
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avatarMerle Ted
01-26 12:35
$NVIDIA(NVDA)$  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.
I worry about many things, but $NVIDIA(NVDA)$  has never been one of them. Thank you, Jensen.
$Alphabet(GOOG)$  owns all the core tools essential for AI growth, and this is no accident. Its strategic move of merging Deepmind and Google Brain into one magnificent unit stands unmatched. No other company compares.
Rubin arrives at the perfect moment, with AI computing demand for training and inference soaring. $NVIDIA(NVDA)$ 's CEO highlighted the annual launch of new AI supercomputers, stating Rubin marks a major leap toward AI's next frontier.
$Alphabet(GOOG)$ Ultimately, which tech sector isn't $Alphabet(GOOGL)$  involved in? Rumour has it that $Alphabet(GOOGL)$ 's quantum research in search is making tremendous progress.
$NVIDIA(NVDA)$ Bears and trolls keep warning us bulls that it's a bubble, overpriced, overhyped, expecting a 'bloodbath'. What has all that whining and crying gotten you?
AI hyperscalers continue expanding their expenditure scale. The Magnificent Seven tech giants are broadly increasing investments in artificial intelligence. $NVIDIA(NVDA)$  demonstrates more reasonable valuation compared to big tech industry peers.
avatarMerle Ted
2025-12-19
$Alphabet(GOOG)$  $Alphabet(GOOGL)$ 's TPUs don't pay licensing fees to $NVIDIA(NVDA)$ , with lower construction and operational costs...this is game-changing. As for AI replacing traditional search? That's comedy gold - AI queries burn more cash and move slower. For basic searches, stick with the OG.
avatarMerle Ted
2025-12-18
$Alphabet(GOOG)$ If AI is a bubble why is $Alphabet(GOOGL)$  still dropping? Wasn't everyone convinced search business would be destroyed by AI not long ago? This makes zero sense
avatarMerle Ted
2025-12-11
$Alphabet(GOOG)$  $Alphabet(GOOGL)$ 's autonomous unit projecting weekly million-ride milestone, frosty operational challenges appearing manageable.
avatarMerle Ted
2025-12-11
$Microsoft(MSFT)$  needs to rein in this prolonged price movement that's been unfavorable for investors.
avatarMerle Ted
2025-12-05
Hoping $Microsoft(MSFT)$  outlines clear capex strategies with measurable AI progress at the shareholders gathering. $Meta Platforms, Inc.(META)$ 's previous communication sets a decent benchmark worth emulating.
avatarMerle Ted
2025-12-04
$NVIDIA(NVDA)$ This squeeze drama is playing at a cinema near certain portfolios, y'all know what positions I'm talkin' about
avatarMerle Ted
2025-12-03
$Alphabet(GOOG)$ Hedge funds must disclose $Alphabet(GOOGL)$  positions to validate their strategies for clients
avatarMerle Ted
2025-12-02
$Alphabet(GOOG)$  đźŽµI'm the chart whisperer, markets bend to my will

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