$NVIDIA(NVDA)$  What has happened to the Nvidia comment page? It seems like 98% of comments are political and gibberish. That is too bad, as the thoughtful informative posts were good to peruse.

$Alphabet(GOOG)$  Sentinelone and Google Cloud are engaged in a multi-year collaboration to develop solutions that strengthen cyber defence.

Remember that the ultimate direction of $NVIDIA(NVDA)$  is always up, without the market woes as an anchor. Long term profits are endless.

$Alphabet(GOOG)$ Google has similarly joined other major technology firms in pledging to share data and technical resources, specifically to dismantle international scam networks.

$Alphabet(GOOG)$  Gemini with Samsung and Apple products seems like the golden ticket.

$Alphabet(GOOG)$ What Google and every stock needs is for crude oil to go down, and I mean way down.

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.