The case looks extremely bullish from here. The world's first dual-purpose chip: no one else on the market is doing this. Nvidia $NVIDIA(NVDA)$ , Apple $Apple(AAPL)$ , and Google $Alphabet(GOOG)$  make dedicated AI chips. Traditional ASIC manufacturers make basic crypto chips. Lokotech has designed a 256-core architecture that handles both Scrypt mining for Litecoin and Dogecoin, and Edge AI inference on a single chip.

$BlackBerry(BB)$ BlackBerry and $NVIDIA(NVDA)$  have a technology partnership that brings together BlackBerry's real-time operating software and Nvidia's high-performance computing and AI hardware.

Scott McNealy from Sun had a good reality check on this. At 10x revenues, to give you a 10-year payback, the company would have to pay out 100% of revenues for 10 straight years in dividends. What were people thinking? That was him back in 2002. In 1999, paying 10x sales for hardware was considered normal right before the Dot-Com crash. Now look at the semiconductor market. The AI hype tier sits above 15x to 25x price-to-sales. $NVIDIA(NVDA)$  is around 18x price-to-sales, and $Broadcom(AVGO)$  is around 19x. To justify an 18x P/S ratio today, an investor needs 18 years of 100% revenue payouts, assuming zero COGS, zero R&D, zero taxes, and zero employee pay. The market is pricing in continuo

Not sure if it's just me, but seeing the $Planet Labs Pbc(PL)$  CEO quote tweeting the $Alphabet(GOOG)$  CEO about collaborative work seems pretty bullish.

Counterpoint: adapted models account for the majority of the sovereign LLM build mix at 56% share, driven by $Meta Platforms, Inc.(META)$  Llama, which is the most preferred US open-source foundation for sovereign-adapted LLMs and captures a sizeable 38% share. Notably, the Llama LLM family stands as the dominant base across all the regions assessed in our research. In the first two parts of this analysis, we introduced our study and evaluated more than 170 models, spanning over 55 active sovereign LLM nations across the Middle East, Central & Eastern Europe, Western Europe, Asia-Pacific (APAC, excluding China), Central Asia, Africa, North America (Canada, ex-US), and CALA, to understand how nations outside the US and China are competing

$Alphabet(GOOG)$ Biggest agentic AI reach. Identity, email, calendar, browser, maps, payments, files, phone OS, etc. I started a position recently.

$Alphabet(GOOG)$ Just sit tight. The Wall Street curse, a fat short whale with unlimited free cash, is killing Google. Best to just sleep, take a vacation, or go to a bar and laugh or talk loudly. Sense will come back soon.

$Alphabet(GOOG)$ Every recent $Datavault AI Inc.(DVLT)$  move seems to point back to the same question: what is still standing between tokenization and full-scale execution? It is not technology. The real barriers are exchange access, regulated custody, compliance, and compute at scale. Each deal appears to close one of those gaps.

$NVIDIA(NVDA)$  It's not a question of if, but when NVDA hits new all-time highs again this year.

$Alphabet(GOOG)$  Google's core business aside, PDSB and Patrick Soon's cancer platform looks stronger than HPV+ with 3x survival rates in head-to-head comparison. No FDA approved drugs, but double the response and survival rates for colorectal cancer. Very clean safety profile for this late-stage oncology platform, and excellent data in hard-to-treat prostate cancers. All trials were performed by NIC, NIH, Mayo, and MD Anderson. There could be a potential bidding war for the Versamune platform, with Merck, AbbVie, or Pfizer possibly outbidding Patrick Soon for it.

$NVIDIA(NVDA)$ Funny how all the weekend bears show up on Sunday saying it's going to be a rough week, then vanish once Monday actually starts.

$Broadcom(AVGO)$ $Micron Technology(MU)$ Added after the Fed meeting. Still looks too cheap while money keeps flowing. Now it's equal weight with my largest positions in $Alphabet(GOOG)$  and AMZN.

$Alphabet(GOOG)$ $PDS Biotechnology Corporation(PDSB)$  has an interesting risk-reward setup, and there's some bullish sentiment around it that could play out well.

$Broadcom(AVGO)$ The price action looks quite similar to the moves MSFT made before it ran to 500. You start to regret buying it, and then out of nowhere it takes off and you're glad you held on.

$NVIDIA(NVDA)$ Traders can probably make money on this one with how much it swings around. I'll stick with long-term investing though. This is the only stock where I'm up over 60,000%, and that's not something I could pull off by trading it.

$Microsoft(MSFT)$ Citizens reiterated Microsoft at Market Outperform with a $550 price target, tied to the AI safety debate. They're staying bullish, saying confidence in Microsoft remains intact despite the AI safety and model-pacing concerns.

Watching my $Microsoft(MSFT)$  and $Alphabet(GOOG)$  $Alphabet(GOOGL)$  positions move higher.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ Waymo has launched its robotaxi service in Las Vegas. According to a company blog post, residents and visitors can now take fully autonomous trips in the city. Waymo says over 100,000 people have expressed interest in riding after months of studying Vegas roads. The service includes destinations like Allegiant Stadium and The Venetian. Las Vegas joins Denver and San Diego as one of the first cities to have majority Ojai fleets, powered by the 6th-generation Waymo Driver.

$Alphabet(GOOGL)$ $SPDR S&P 500 ETF Trust(SPY)$ $NEBIUS(NBIS)$ $NVIDIA(NVDA)$  $SpaceX(SPCX)$ So I guess Google said screw that, we’re not slowing down.

$Alphabet(GOOG)$  The slowdown from Anthropic and OpenAI actually works well for Gemini. It looks like the other two are slowing down mainly because they're running out of cash, while Google isn't in that position.