$Alphabet(GOOGL)$ $Alphabet(GOOG)$ $Meta Platforms, Inc.(META)$  seems to be recovering its losses now, while GOOGL just keeps sinking deeper into the red. This price action makes no sense. Do people actually think Google is the worst AI company out there right now? Basically everyone else is up 8-10% including Oracle, AMZN, MSFT, and now even META is clawing back its losses. Just great.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ It looks like the setup is fading every time it touches 335. Whether AMZN releases good earnings or poor, I wouldn't be surprised if they push it down further.

$Alphabet(GOOG)$ I stepped away during lunch, saw the market reaction, sold my puts and repositioned into calls, listened to Warsh's answers, then went to pick up some fishing gear with my boys. After the close I see my puts would have been up and now my calls are way down. What kind of regulated market is this. Oh well. It's not personal, it's just pretzels.

$NVIDIA(NVDA)$ This could be close to $220 right before earnings. Huang seems to be showing up everywhere, and just from his body language, it feels like one of the best earnings reports is coming, better than ever. Bank of America said the same in their latest note with a $350 price target.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ Price action on $Alphabet(GOOG)$  pretty much tells the whole story right now. $Microsoft(MSFT)$  and $Meta Platforms, Inc.(META)$  can burn cash after hours and the market just shrugs it off. Everything gets forgiven. Bears should probably be very careful at this point.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$  Ended the session on a strong note. This stock never should have dropped this much. Weak hands just create more opportunity for others — it's that simple. I think 350 is coming very soon, and 450 by end of year.

$NVIDIA(NVDA)$ NVDA looks set to head toward 214. That might take some pressure off the broader semis space, including SOXL, AMD, and NBIS.

The market might still be underestimating hyperscalers. Morgan Stanley estimates they're generating 31% ROIC in AI infrastructure businesses and 25%-46% ROIC in AI inference businesses. If those numbers hold, the AI capex story looks very different. A lot of the focus has been on how much companies are spending on data centers, GPUs, and infrastructure. But the bigger question is what kind of returns those investments will actually produce. If AI infrastructure spending is generating strong returns, the largest cloud companies could see massive free cash flow expansion over time. Names worth watching: $Microsoft(MSFT)$ , $Alphabet(GOOG)$ , $Amazon.com(AMZN)

$ServiceNow(NOW)$ $Microsoft(MSFT)$  I'm hoping Microsoft's earnings can give the broader software space a lift. If that happens, the rotation into software could actually gain some traction.

$Alphabet(GOOG)$ Amazon Web Services and Microsoft Azure still hold larger overall market shares, but Google Cloud is seeing a major financial and structural acceleration right now. As of mid-2026, Google Cloud is growing faster than any of its major competitors, driven almost entirely by the enterprise shift toward Artificial Intelligence. Here is why Google Cloud looks positioned for sustained, long-term success in the cloud market: 1. The Enterprise AI "Super-Cycle" Google is successfully translating its foundational AI research into practical products that massive corporations are heavily adopting. Explosive Revenue Growth: In Q2 2026, Google Cloud revenue surged 82% year-over-year to $24.8 billion, significantly outpacing analyst expecta

$NVIDIA(NVDA)$  Another red day across the MAG 10, but I'm not reworking my long-term watchlist over one session. PLTR -2.2%, AAPL -1.75%, AMD -1.25%, NVDA -1.0%, AVGO -1.0%. When quality names pull back together like this, I pay more attention, not less. I'm not trying to nail the exact bottom, but these are the moments when my watchlist gets more interesting. Sometimes the best setups appear when sentiment is at its weakest.

$SUPER MICRO COMPUTER INC(SMCI)$ $NVIDIA(NVDA)$ Put-to-call ratio is one of my favorite leading indicators. It's at an extremely low 0.19, which is very encouraging.

$SUPER MICRO COMPUTER INC(SMCI)$ $Alphabet(GOOG)$  The company looks set to increase capex again. Stubborn shorts could be in for a tough time. There's no reason to panic yet.

$Alphabet(GOOG)$  It's pretty wild to think that Google's capex announcement tomorrow could either tank chip and memory stocks or send them up 10%. That's some serious kingmaker power right there.

Microsoft ($Microsoft(MSFT)$ ) is trading around $398.00, and the lithography leader ASML ($ASML Holding NV(ASML)$ ) is up +4.74% to $1,821.50, absorbing short-term volatility above key demand zones. The expansion of the AI ecosystem is the main theme. $Microsoft(MSFT)$ 's support for Mistral is strengthening European AI adoption, while $ASML Holding NV(ASML)$  continues to benefit from long-term semiconductor capex and advanced chip demand. The market always leaves clues, and learning to recognize them is key. Watching support levels and capital flows remains critical.

$Alphabet(GOOG)$  $Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ It's a bit ironic that big tech stocks are selling off when they're the ones funding most of the AI innovation and growth, and they're also the ones positioned to capture the rewards from it.

$Tesla Motors(TSLA)$ Florida is turning into a key demonstration area for Tesla's autonomous driving. In a short span, they've moved from Miami to Orlando to Tampa. If the unsupervised FSD system handles these three major urban areas well, the path seems open to gradually widen the operational zones. Florida's regulatory stance is already among the most supportive for autonomous vehicles in the U.S., and the state leadership has expressed public backing. The broader implication might not be about ticking off cities one by one, but about linking them to achieve coverage across the entire state.

$Alphabet(GOOG)$ I'm confident Google will beat both revenue and earnings estimates. From what I can see, the current projections seem pretty conservative. The main thing everyone's talking about is Gemini 3.5. If Sanjay can provide a more specific launch timeline within Q3, I think we could see a positive move in the stock.

$CoreWeave, Inc.(CRWV)$ The stock is starting to get very interesting at these levels. To put the numbers into perspective, the company is on track to finish 2026 with an annualized revenue run-rate close to $20B, while still trading below a $40B market cap and growing at over 100%. What really caught my attention is the margin profile. A 69% gross margin is rare, especially for a company scaling this fast. For comparison, even $Microsoft(MSFT)$  operates around a 60% gross margin. Markets don’t always price growth perfectly, and this pullback could be giving long-term investors a better entry point. I’m watching how price reacts from here because the fundamentals are hard to ignore. What's lead

$Microsoft(MSFT)$  There could be another major AI catalyst in the works for Microsoft. Recent reports indicate that Microsoft added a substantial amount of Azure capacity last month. If that's accurate, the Q3 Azure numbers might come in well above what many were expecting. Another point is that OpenAI's growth is reportedly accelerating again, which should create another tailwind for Azure demand. From a fundamental standpoint, Microsoft has a strong combination of enterprise cloud, AI infrastructure, and software ecosystem advantages. Its partnership with OpenAI keeps Azure central to AI adoption. Over the next week or so, I'll be watching to see if investors start to factor in stronger Azure growth and a pot