$Alphabet(GOOG)$ $Alphabet(GOOGL)$ All bad news including law suits priced in. PE is cheaper than Campbell soup. Goog trades at forward PE of 17. Highly undervalued. Big guys have started loading up from today. Once it clears 158 it’s blue skies. We can easily see a 5 percent up day tomorrow for google GLTA.

$Amazon.com(AMZN)$ Amazon stock has been flying this year and is currently trading near an all-time high.Questions are arising about whether this e-commerce and cloud giant’s growth is already factored into its price.Let’s dive into the company’s AI catalysts and what could propel this stock higher from here.Forget Nvidia, Buy Elon Musk’s A.I. Supplier. In this bull market, Amazon stock remains one of the best companies to invest in.A Magnificent 7 giant, Amazon’s dominant presence in the world of e-commerce and cloud computing position the company well to take advantage of ongoing secular growth trends.From an AI perspective, key integrations into the company’s existing operations can provide the kind of operating

$SUPER MICRO COMPUTER INC(SMCI)$ As I have said and will continue to say Buy when others are fearful, Sell when others are greedy. In addition: Don’t be mad at the shorts love them because when they bring down the price, we can buy cheap and repeat the cycle. I love eating the shorts lunch on good companies.

$Microsoft(MSFT)$ MSFT is definitely a no-brainer AI stock to buy right now. If you don't get in now, you might be looking at buying it at $460 in the near future. The company's AI focus is really paying off, and it’s poised for some serious gains. So, grab it while you can—don’t miss out on this opportunity!

$Apple(AAPL)$ I have had an investment strategy for Apple that has served me extremely well over the last decade or so, without fail. Most would consider it extremely naive, ignorant or just plain dumb but it works. On release dates, I check out the Apple Stores, $Verizon(VZ)$ $AT&T Inc(T)$, etc. If they are packed, buy more. If most of the clientele are young adults, back up the truck. Reason for that is because they are the future of Apple and its products. If they are willing to pay the premium, which something like 8 of 10 do, they realize the value.

$Sea Ltd(SE)$ A good addition for >5 year investors. A great one for 10 year holders. For less than 5 years it is very volatile and there are better offerings in the market. For example it was $70-90 dollars on 05/14/2020. And $74 dollars 06/28/2024.

$Micron Technology(MU)$ I'm getting "bulled up" on Micron. It's time to start adding at today's prices. We hit $86.58 intra-day on August 7th. Well, that's right where we are now. MU is a top pick at Citi and Mizuho, with Mizuho raising their price target from $140 to $145. I believe the stock is already priced for a decent (but not blowout) earnings report - beating on top and bottom lines with guidance perhaps just meeting Street estimates or slightly below. Buy between $80 and $90 and you will be rewarded handsomely.

$Baidu(BIDU)$ $BIDU-SW(09888)$ been busy working. Never saw this coming. Of course we’ve been here before. Baidu can rocket. And it often does it with little notice or none at all. Cool. Let’s see where this goes. No plan to sell long term. Outlook is huge.

$Serve Robotics Inc.(SERV)$ Shorts were able to mitigate damage and some made good money today, but this stock is too good and too strong to be held down. Good news and strong investors in every direction!! Party is just getting started, don’t get left behind, get on the bull wagon and let’s ride!!

$Meta Platforms, Inc.(META)$ It’s no longer a bargain, but let’s be real—the price is around the same as the S&P, and when you compare it to the S&P, this company shines. Its balance sheet, margins, business model, market share, and future growth potential all outshine the competition. I’m totally on board with the Strong Buy rating. Given how solid the fundamentals are and the high likelihood of strong Alpha returns, it’s hard to ignore the potential here. Even though it’s not a steal anymore, I think it’s still a fantastic investment opportunity.

$Dell Technologies Inc.(DELL)$ When dell shows some bullish move on a shorter time frame, I like the set up here on the daily for a bounce to the top of this pennant. Above $150 and this can really move! It will fill that gap soon.

$Broadcom(AVGO)$ I am bullish on avgo, but it has gone up too much too fast. The current valuation p/e = 77 is its highest in its history. This is a great company with bright future, but its revenue and EPS rise in its last earnings don't justify such a leap in price.

$Tesla Motors(TSLA)$ With all these positive catalysts like lower interest rates and the Robotaxi AI launch, it feels like a no-brainer to hold onto TSLA. The Bitcoin halving cycle and solar energy growth just add fuel to the fire! I’m definitely keeping an eye on that P/E ratio, but honestly, I can’t see why anyone would want to sell right now. TSLA feels undervalued, and I’m all in for the ride! Let’s see where this takes us! 🚀

$NVIDIA Corp(NVDA)$ I have been doing a deep dive on Jensen himself, watching hours and hours of his interviews on youtube. His management is superb. Never mind the actual market opportunity NVDA has... on the management side you could ask for nothing more. He thinks and rethinks NVDA strategy daily. He disseminates information to all employees (with 60 direct reports instead of 2-3) and keeps everyone abreast of his decision-making so everyone can learn. He's going to make everyone a CEO-thinker over time. He also works flat-out, day in and day out, no holidays. Regardless, in the medium term at the very least, this is a very safe company and reasonable forward valuation with absolutely no hint the world has had enough G

$Meta Platforms, Inc.(META)$ Here we go again, back at the $540 mark! I’m really curious if it’s finally going to break through this barrier or if we’re going to see it slide back down to $500 again starting tomorrow. It feels like such a pivotal moment. I’m hoping for a breakout this time; it would be great to see META push higher!

$Broadcom(AVGO)$ I highly recommend buying the dip on Broadcom. This semiconductor and networking company is excelling at increasing its sales and profits. What’s even more encouraging is that estimates suggest this growth isn't slowing down anytime soon. Analysts expect nearly a 30% year-over-year increase in profits for next year.

$Li Auto(LI)$ $LI AUTO-W(02015)$ I think it's fair to say that Li Auto doesn’t really have much of a competitive moat. If there’s any slight differentiation, it’s definitely their founding team, which seems stronger than those at other car companies. I’m pretty optimistic about Li Auto’s growth over the next three years, though. I’m really curious to see if their smart driving technology can create a more sustainable competitive edge in such a crowded market.

$SUPER MICRO COMPUTER INC(SMCI)$ I’m seriously pumped about this! We’re set to break $600 in just two months—how awesome is that? Management is totally confident the Hindenburg report is off-base, and they're saying the annual report won't mess with earnings at all. I mean, if next year’s earnings hit $45 per share, SMCI could absolutely soar to $1000. I’m definitely buying more shares here; it feels like a no-brainer. The future looks super bright, and I’m all in! 🚀📈

$Broadcom(AVGO)$ AVGO was obviously overvalued prior to earnings. No one should have been adding then. I now see it as slightly rich but much closer to fair value. At present, the company is full speed ahead. I'd call it a hold rather than a sell, personally. (And an actual hold rather than "hold" as Wall Street euphemism for sell.)