Hugging Face looks like a great addition to the $NVIDIA(NVDA)$  family.

$SPDR S&P 500 ETF Trust(SPY)$ $T-Rex 2X Long MSTR Daily Target ETF(MSTU)$ $Alphabet(GOOG)$ $NVIDIA(NVDA)$ $Strategy(MSTR)$  announced the AI Transformation Forum, a seven-city U.S. executive event series with Google Cloud focused on trusted data, governance, and business context for enterprise AI deployment. The fall series will visit New York City, Boston, Washington, D.C., Sunnyvale, Chicago, Dallas, and Atlanta. The forums target chief data and analytics officers, chief information officers, AI leaders, and senior executives overseeing enterprise t

$Snowflake(SNOW)$ God candle after the beat and raise. Software day is next, with $ServiceNow(NOW)$  $Microsoft(MSFT)$  $iShares Expanded Tech-Software Sector ETF(IGV)$  continuing the back-and-forth.

$Fervo Energy Co.(FRVO)$ It was featured on CNBC in a full segment, following the deal with GOOG. This is the first enhanced geothermal system in the world to reach commercial operation once it starts sending power to the grid next month.

$Microsoft(MSFT)$  BofA raised its Microsoft price target to $600 from $500, keeping a Buy rating. Analyst Tal Liani pointed to the fiscal Q4 results as further validation of the AI strategy, with Azure growth accelerating to 43% and expected to hit 45% in Q1 of FY27. The firm stays constructive on Microsoft's long-term positioning across AI infrastructure, models and applications, and is applying a higher multiple to reflect accelerating cloud growth and better visibility into investment returns.

$Microsoft(MSFT)$ ChatGPT Ads has hit a $1 billion annualized run rate in 200 days. OpenAI's advertising pilot was running at $100 million annually in April, so the business multiplied tenfold in roughly four months.

$Alphabet(GOOG)$ The bear case for Google isn't really about shareholders getting hurt by a breakup. If Alphabet were forced into a structural antitrust split or spin-off, existing stockholders would end up with proportional shares in the new independent companies created from the separation. In a typical spin-off or divestiture, shareholders keep their original stake in the parent while also receiving shares in the newly separated entities, similar to how the AT&T Baby Bells worked. There's a common view that breaking up tightly integrated tech conglomerates can unlock shareholder value, since the individual units would trade on their own earnings and growth multiples. For now, a federal court rejected the sweeping proposals to split off

$Alphabet(GOOG)$  At the 200-day moving average with a 16 forward PE, this is about as good a deal as you'll find in this market. I started with a small position at 334.

$Alphabet(GOOG)$  $Alphabet(GOOG)$  It would be great if the market stayed misinformed enough to send this back below 300 one more time. We can only hope.

$NVIDIA(NVDA)$ Really? Calling Nvidia a tanking stock while it sits less than 10% off record highs for one of the best performers of all time. That's a stretch. And Valley Ram, when is it actually going to tank? The 2028 guidance has pretty much locked in future gains. Bears are the ones left feeling tormented and flustered.

$NVIDIA(NVDA)$ Ripping on Monday. Demand is too strong. There's too much political incentive to prop this company up against China.

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ I'm hoping the price stays low. I plan to keep building my position every two weeks. The discount works for me.

$Microsoft(MSFT)$ I'd love to buy Microsoft at a cheaper price. I hope it pulls back to $450 - 470, and I'd definitely be loading up at those levels.

I think the most likely candidates are $Microsoft(MSFT)$  and ORCL. Both have a large need for more infrastructure. Both can afford it and both have a history of doing so. Government wouldn't do it directly. Google and AWS are both ruled out, and CoreWeave as a competitor, plus Chris's public statements, pretty much rules them out too — they also really can't afford it safely. XAI is an... x factor, since it's not impossible, but Elon already has a pretty sizeable infrastructure and expansion plan, so I think they're out too. With all that, I lean towards Microsoft. There's a mighty need for Azure GCCH infrastructure expansion with looming CMMC requirements, and Azure is already GPU starved. Combined with Microsoft's long history of this type

$Rezolve AI(RZLV)$ $Alphabet(GOOG)$  Given the huge amount of data Google hired Rezolve AI to keep sifting through, I can't help wondering whether Google might at some point just decide to acquire Rezolve AI outright. That would also bring in the entire Subsquid crypto blockchain network and its capabilities. An acquisition would make complete sense, but I'd rather see RZLV keep succeeding and growing on its own. If Google did buy them, though, I'd at least hope for a $15 per share premium, since RZLV has been trading below a third of its value recently.

$Rezolve AI(RZLV)$ Breaking new highs this week. Feels like a hidden diamond with the $Alphabet(GOOG)$  deal, following $D-Wave Quantum Inc.(QBTS)$  and $Rigetti Computing(RGTI)$  along with other AI stocks into double-digit territory.

$Oracle(ORCL)$ Shorts are really pushing hard here. I almost feel sorry for them. $Microsoft(MSFT)$ 

$Alphabet(GOOG)$  $Alphabet(GOOGL)$ It's pretty clear the market isn't going to let the price drop much further from here. Going lower would really be a bet against Berkshire, and that hasn't been a winning bet historically. Ever. Market makers want to keep their jobs too. Betting against Berkshire and losing would be tough to explain to the bosses.

$Alphabet(GOOG)$  Just wondering, does anyone here actually have a time horizon longer than 15 minutes? lol

$Alphabet(GOOG)$ Micware (NASDAQ:MWC) IPOed on the Nasdaq in 2026 and can absolutely compete with Google and Apple in Japan, but it does so through a fundamentally different architecture and B2B approach. Instead of trying to deploy a massive consumer-facing mapping application, MWC leans on its new AI spatial platform, DynaPlanet, to challenge legacy tech with specialized strategies: 1. Google and Apple rely on proprietary fleets of street view vehicles and planes to record mapping data. DynaPlanet uses a specialized automated ingestion pipeline. Open Map Fusion: It uses the government's 3D city modeling project "PLATEAU" and OpenStreetMap as its structural foundation. Real-Time Edge Data Crowdsourcing: It integrates active visual and spatia