$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Nice 22% drop in two months see if it holds $148-$150 level . Earnings next month . The DOJ just announced no verdict till August 2025. Right now nimble in small long term next several months back to $175. Long term investors well over $200. analyst price target. At best, it is broken up and the value gets unlocked, at worst it is already baked into the price. No worries, buy and chill.

$Intel(INTC)$ It's very simple. When Intel lost manufacturing edge, chip performance suffered and the Fabless guys had a field day using $Taiwan Semiconductor Manufacturing(TSM)$ and gaining market share. It takes time and money to regain process leadership and Pat spent some cash and now 18A is being readied for Panther Lake. On a level playing field, Intel's chips outperform and gain market share back. It's that simple.

$Apple(AAPL)$ I love Apple, but I think that's what is called irrational exuberance. IMHO, the days of meteoric growth are probably gone forever. It's a mature company now, no longer an ingénue. Excellent long term investment, the apple doesn’t fall far from the tree, but likely not a get rich quick proposition anymore.

$Marathon Digital Holdings Inc(MARA)$ It’s weird—MARA’s stock price doesn’t seem to move in sync with Bitcoin at all. You’d think it would, but it’s doing its own thing. I’m scratching my head over this one, trying to figure out why there’s no clear link. Makes me wonder if there’s something else at play here.

$Tesla Motors(TSLA)$ These Tesla bulls sounds like generic Political speeches, regurgitating generalities, stating talking points, that have no regards to current tangible realities and dynamics. Tesla´s margin continue to be lower, sells are stagnant with a good chance of actually regressing Y/Y overall, foreseeable Q/Q has no tangible source of added income, only fantasy Products, that have not proven to be viable technically or regulatory. Markets don´t run on speeches they need to have some clear fundamentals at some point.

$JPMorgan Chase(JPM)$ I bought my last shares of Chase in July 2000. Not a large position . But I turned on Dividend reinvestment and 24 years later it is a huge position. 9/11, 2008, Covid, short lived bank crisis in 2023 Chase stock temporally falls but is people reinvesting dividend it just keeps compounding away.

$SUPER MICRO COMPUTER INC(SMCI)$ There’s no reason whatsoever to take any risk on SMCI at this point. Some analysts wanted to give SMCI a valuation method of NVDA when it should be that of DELL. Even if there’s no major hanky panky in their accounting, $390 ~ $420 is a fair value at this junction, and it could be stretched to $520 if there were to be short squeeze.I feel bad for the existing long who bought at much higher price. But they should have sold it after the last earnings report.SMCI is only intraday tradable stock at this point… not even worth holding overnight short or long.

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Honestly, I’m all over the place with GOOG. One day I’m bullish, the next day I’m bearish. My mood swings are all over the map, and it’s making me feel like a total flip-flopper. I know it’s frustrating because I end up seeming unreliable and indecisive. One minute I’m ready to ride the wave, and the next, I’m bracing for a downturn. My struggle to stick to a clear stance just leaves me feeling constantly on edge, trying to predict the unpredictable. So yeah, right now, I’m definitely not the most trustworthy when it comes to GOOG.

$Meta Platforms, Inc.(META)$ I'm holding 10% of my money in META and would hold 15 or 20% if there was a decent dip. For me, if the stock is truly high quality, totally exceptional and offering a sizable return potential, it's not going to be under 1%, it'll be 5-20%. How many more METAs are there that you're saving the other 99.3% of your portfolio for? Is the other 99.3% of your portfolio better than META? I use that line of thinking a lot to figure out what is quality and where my capital should be concentrated. I get it's a starter position, but at that rate it will take you a long time to allocate even 3% to it. Munger: "The whole point of investing is to find a company you don't have to diversify away from."

$Intel(INTC)$ I've never invested in Intel and recommended to a neighbor that they NOT invest in the company a couple of years ago. However, is the company worth 10% more if it splits up? Absolutely IMO. Being smaller could make them more innovative and the foundry would no longer have a conflict of interest. Does that make it a buy? Well, that's a different question...

$Broadcom(AVGO)$ I think $NVIDIA Corp(NVDA)$ ’s earnings did not matter as much to the overall market or even the tech sector broadly as much as I thought it did. NVDA still matters to the so called “AI trade” though. In addition I was quite impressed with their earnings and going forward for at least the next year. As far as AVGO, I definitely want to add more. But, I’m going to wait a little longer and see what kind of September we get. Plus, we are getting PCI/PPI, BLS and a Fed meeting this month.

$Affirm Holdings, Inc.(AFRM)$ Check out the trajectory over the last five earnings reports—things are looking up for Affirm. We’re on the brink of a profitable quarter, and if we see two in a row, watch out. That’s when things could really take off. If Affirm nails it with consecutive profits, we could see a serious boost. I’m keeping a close eye on this because it feels like we’re on the edge of something big.

$Lululemon Athletica(LULU)$ I double checked the financials since I could tell $461 couldn't possibly be the avg. buyback price this year. While Lulu mentioned they repurchased $1.2 Bn YTD, their 10-Q shows they bought back $889 Mn until Q2 which implies they bought back another $311 Mn so far this quarter. Assuming $260/share, it means they repurchased 1.2 mn shares in August i.e. ~1% shares. Overall avg cost/share for this year's buyback is close to $330. It's still far from that price point, so just be patient

$SUPER MICRO COMPUTER INC(SMCI)$ why is $Dell Technologies Inc.(DELL)$ not trading at least $400??? or should it be trading at 4X within a year. This week's Hindenburg report reveals that $NVIDIA Corp(NVDA)$ have been replacing SMCI server with DELL's server.SMCI went up 1500% in few years because of NVDA partnership, but now All those server partner deals are going to DELL. Is it now going to be DELL's turn to at least 4X, since Dell is now taking SMCI's NVDA partnership?? I would buy into Dell for its massive tailwind and great potential in AI

$Amazon.com(AMZN)$ So the price went from $200 to $170 (in a short period no doubt) and you think it’s not going back to $200+ because of your models? You do realize your spreadsheet is not the market correct? The market will ultimately decide on what the stock price will be. Who calls tops and bottoms anyway. I guess you haven’t figured out that the market has been a yoyo for the last few months. Ignore the noise. Long AMZN.

$Microsoft(MSFT)$ Historically when the Fed has lowered rates the last two decades, the market has gone down 40 to 50 percent over a few years. September jobs report will most likely jump higher and that will be big time bad for the market. Be careful. 225 support level is the perfect time to buy. But I doubt it will get there quickly.

$Coinbase Global, Inc.(COIN)$ I’m planning to re-enter COIN on the cheap this September. The way things are shaping up, I think there might be some solid opportunities to snag it at a better price. Right now, it’s been a bit of a rollercoaster, and I’m watching for a dip where I can get back in without breaking the bank. September seems like a good time to pounce, especially if we see any more price weakness or if the market sentiment shifts. I’m all about catching it at a bargain if I can. I’ve got my eyes peeled for any signs of a dip or a good entry point, and I’m ready to pounce when the timing feels right. Here’s hoping we get that chance to buy in at a discount and make a nice move when things turn around.

$Microsoft(MSFT)$ It looks as though MSFT is going to take a serious pounding from $NVIDIA Corp(NVDA)$ and Nadella wants to buy more A.I. chips from Nvidia for a bigger pounding. More leather jackets for CEO Huang thanks to Microsoft. When are all these A.I. chips going to pay off for companies? Likely never.

$PDD Holdings Inc(PDD)$ I used to spend a lot of money every month on $Amazon.com(AMZN)$ , ordering almost every few days. Now my spending is pretty evenly split with Temu, and a little Shien (best for clothes). Temu shipping takes longer but the price savings for some items can't be passed up. For instance, I bought a high end dehumidifier for about $170 on Temu and the cheapest of similar quality on Amazon was $300 more. It works great by the way.That said, Temu will continue to grow and put pressure on Amazon and resellers on their site to drop prices. PDD is a great long term growth stock that is currently trading at a huge discount.

$Marathon Digital Holdings Inc(MARA)$ I’m leaning towards a "Hold" rating for this stock, and it’s really on the edge of being a speculative buy. Honestly, I think it’s fairly valued right now, considering the risks involved. There’s potential here, but there’s also a lot that could go wrong. If you’re already holding it, I’d stick with it for now, but I wouldn’t rush to buy more unless you’re ready to gamble a bit. The market’s a bit shaky, and while there’s some upside, the risks are real. So, if you’re thinking about jumping in, just be prepared for a bit of a rollercoaster ride. Overall, it’s not a bad play if you’re okay with the uncertainty, but don’t expect any fireworks right away.