It feels like the AI revenue inflection might be closer than what the market is currently pricing in. The next phase of the AI infrastructure buildout seems to be approaching. $IREN Ltd(IREN)$ ’s Horizon 1, which is the first stage of its 200 MW Horizon 1–4 rollout, is expected to be delivered to $Microsoft(MSFT)$  around July 19. The potential impact could be significant. Horizon 1 alone is estimated to contribute $120M-$130M in quarterly revenue. The full Horizon 1–4 rollout could reach approximately $500M in quarterly revenue potential by Q4 2026 as additional capacity comes online. The market often focuses on today's numbers, but it's worth considering the revenue ramp that hasn't fully mate

$Oracle(ORCL)$ It looks like this could be in an accumulation phase on the daily and 4-hour time frames. I started a small position at $138 recently.

$Alphabet(GOOG)$ Google is already the second-largest company in the world by market cap.

$Alphabet(GOOG)$  Berkshire Hathaway has made a long-term investment in Google, which is now in their top holdings. They invest in winners, and Google is not only a winner now but will be for years to come. It's not just a search company. It's a compute company, a quantum computing company, an AI company. I'm holding my shares; I think it has a long way to go and could break out of the pack.

This is a fifteen-year compounding snapshot that shows what's really happening beyond the price action. Back then: • The stock was around $47 • Revenue was $22.96B • Free cash flow was $10.55B • EPS was $0.85 Today: • The stock is around $390 • Revenue is $281.72B • Free cash flow is $71.61B • EPS is $13.64 The chart goes up and down, traders get nervous, headlines change, but the underlying business has just kept scaling through each cycle. To me, this is what real compounding looks like: volatility in the share price, but exponential growth in the fundamentals. Over time, $Microsoft(MSFT)$  feels less like a trade and more like a machine that turns innovation into cash flow.

$Alphabet(GOOG)$ A merger with SentinelOne could shift Google Chronicle from its current role as a high-speed data analytics tool into a more comprehensive, autonomous XDR platform.

$Microsoft(MSFT)$ Decent little squeeze action on a Wednesday.

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Morgan Stanley raised its price target on Alphabet to $415 from $375 and kept an Overweight rating. The note mentions that Alphabet shares have fallen 10% over the past month, but argues fundamentals and visibility into 2027 and 2028 are improving, creating a tactical buying opportunity for one of the best-positioned AI companies. They see Alphabet adding 9 GW of compute capacity in 2028 and selling 4 GW of TPU on a first-party basis, and now project over $300 billion in revenue and $19 in EPS for 2028.

This list includes some of the most dominant companies across the AI value chain. $Broadcom(AVGO)$  is benefiting from explosive demand for AI networking and custom silicon. $ASML Holding NV(ASML)$  holds a near-monopoly on EUV lithography, making it indispensable for advanced chips. $Microsoft(MSFT)$  continues to expand its AI moat through Azure and the OpenAI ecosystem. $Meta Platforms, Inc.(META)$  is using AI to improve ad efficiency and engagement, while $Alphabet(GOOG)$  remains deeply positioned across search, cloud, and AI models. The biggest op

$Microsoft(MSFT)$ Now might be a good opportunity to buy Microsoft. Looking back, this feels more like sector rotation. Meta was down huge before, then recovered significantly. Google also experienced a deep drop and has now rebounded strongly. Now Microsoft is down a lot, and you can probably guess what comes next... History tends to repeat itself, even though people keep denying it—just like wars never truly end, they keep happening.

$NVIDIA(NVDA)$  The recent price action is disappointing, definitely not the parabolic rush we saw before the split. I looked into it, and it seems to be part of a broader tech sell-off, with concerns about the long-term sustainability of debt-funded AI infrastructure. Even with all that considered, I still believe AI will be integrated into society and that Nvidia will play a major part in that. I'm holding. Wishing everyone the best with their own decisions.

$Microsoft(MSFT)$ This has to be the most hated Mag 7 right now, even more than META. Being down 23% YTD and underperforming SPY over 5 years while having a net profit margin over 35% is some crazy work.

$Microsoft(MSFT)$  The 2022 bottom was the black line. Almost all capitulation bottoms align with the black line. Hopefully this is make-or-break time. We need to recapture the black line. When it's below the black line, it usually recaptures very quickly. My guess is this will be back to 390 soon.

$NVIDIA(NVDA)$ It still checks every major box on the board right now. Buybacks and a dividend support the floor. Revenue growth continues to accelerate. Margins are holding at elite levels around 74%. New AI platforms are ramping up while legacy demand remains sticky. From a technical perspective, the price continues to track within a clean ascending channel—no sign of a structural breakdown. This is still a trend-following tape, not a valuation reset. If the momentum and channel structure persist into the latter part of the year, the path remains open toward the $250–$300 zone into November–December. Until then, it's a trade for patience, not for timing.

Getting named an NVIDIA AI Factory Specialized Partner gives $Penguin Solutions, Inc.(PENG)$  a notable credibility boost. This isn't just a title; it signals tighter alignment with NVIDIA's AI infrastructure ecosystem as demand shifts toward training, inference, and agentic workloads. If execution follows through, this could help $Penguin Solutions, Inc.(PENG)$  expand enterprise adoption faster than the market is pricing in. Still early, but the positioning just got a lot more serious.

$Alphabet(GOOG)$ There were $46B worth of shares bought today; I don't think anyone sold.

$Alphabet(GOOG)$ $Amazon.com(AMZN)$  is doing exactly what I expect core holdings to do. It doesn't need to double overnight. Consistent execution and strong fundamentals are enough for me.

Major developments have unfolded in the tech sector this week, all closely linked by the central theme of AI. Key events to watch: $NVIDIA(NVDA)$ : Holds its annual shareholder meeting on June 24; guidance regarding the Blackwell architecture will set the tone for AI-related investments. $Micron Technology(MU)$ : Reports earnings on the same day; sustained growth in HBM demand remains the primary driver of market expectations. $Alphabet(GOOGL)$ : The narrative surrounding AI infrastructure spending by major hyperscale cloud providers continues to expand. $Microsoft(MSFT)$ : Remains a central pillar for

$Nokia Oyj(NOK)$ This presents a rare insider buying setup. Last month, the Chief Corporate Development Officer, the CEO's Chief of Staff, and two independent directors bought shares between $15.34 and $16.02. At $13.50, the stock trades below all of their entry prices. Fundamentals are accelerating: Nokia is expanding US manufacturing for photonic chips and advanced packaging to fuel AI network optical scaling. AI/Cloud revenue spiked 49% last quarter with a EUR 1B backlog, backed by a $1B investment from Nvidia. The JPM target is $21.

$Alphabet(GOOG)$ YouTube keeps pushing the envelope every day. It's generating more than triple the hits this quarter. World soccer events are driving huge traffic to YouTube. I think GOOG's earnings this quarter could be off the charts.