$Alphabet(GOOG)$ $Alphabet(GOOGL)$ GOOG looks to me to be the only one of the Mag 7 that is reasonably priced (21x stable earnings). I’d be far more scared of $Beyond Meat, Inc.(BYND)$ (dying Facebook platform), $Microsoft(MSFT)$ (continues to add nothing new of value), $Tesla Motors(TSLA)$ $NVIDIA Corp(NVDA)$ (still 50x), $Amazon.com(AMZN)$ , etc. $Coca-Cola(KO)$ pe 32, googel pe22 or less, you make ur call + IA is about to go

$NVIDIA Corp(NVDA)$ On Nvidia are bullish one day, bearish the next. The only way to find truth is to examine the company as well as the industry. Ai should not be confused with dot-com, & NVDA should not be compared to $Cisco(CSCO)$ . The Ai industry is still in its infancy, & Cisco came from the days of dot-com. Comparing Nvidia to Cisco is like comparing the Jetsons to the Flintstones. Nvidia has the most competitive products on the market. Hopper, Blackwell, Rubin; they are the Genuine Articles, the Real McCoys, today's products of tomorrow. Jim Cramer said that NVDA is a stock you don't want to sell, but to buy the dips. Well, even a broken clock is right at least tw

$Procter & Gamble(PG)$ I remember about 2 years ago when people were talking so much trash about PG and how bad a trade it was. Overpriced and a terrible choice. I recommended buying at the time and exhibiting patience since PG would slowly recover. Today is just a nice day to prove those nay sayers wrong while I enjoy collecting my dividend and watching my account go up.

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ I genuinely think GOOG is hands down the best search engine out there. It’s like a magic wand for finding anything you need. And honestly, it’s wild to me that its market cap isn’t even 2 trillion. With how crucial and innovative it is, it feels like it should be worth at least 10 trillion. I mean, it's a game-changer in tech and it deserves way more recognition for its value. It just blows my mind how undervalued it seems!

$Meta Platforms, Inc.(META)$ Both more META as well about around $460. META has invested heavily in AI and is already seeing the benefits. They are spending $ but the greater risk is not spending enough. AI has become an arms race. Meta is going to $1,000 a share, this blip is a buying opportunity.

$Intel(INTC)$ I spent better part of the labor-day weekend trying to decide if I should sell my Intel holding to take advantage of Friday's jump or should buy more. My initial inclination was to cut my losses and sell but I have decided to buy more. I cannot be a semiconductor industry expert in one long weekend but here are my reasons: (1) I would have been sorry if Intel had planned to divest its foundry business. I do not think that is on the cards at this time. I will sell INTC if they decide to divest the foundry business. (2) I was not able to uncover any bad news about Intel's fabs in Oregon, Ohio, and Arizona. That was a very positive sign. I am not particularly concerned about the losses in the fab business becau

$PDD Holdings Inc(PDD)$ In the past PDDs Management has done a good job, as they have continously gained Market share from the competition. If they are now getting aware of challenges, we should assume they will be able to find a solution. The high cash reserves and high margins give them a lot of room to maneuver.I don't think it's unreasonable to think that PDD's revenue growth could slow down sharply in just handful of quarters (commissions get cut, merchants leave, tariffs impact sales volumes), and for their margins to converge on what their direct competitors are earning.

$Lululemon Athletica(LULU)$ I've found myself holding more and more stocks on a short to intermediate-term basis, with only a few exceptions - one being LULU. They've executed well, and a stock that has historically been expensive is now cheaper than the S & P, with better growth. But, I hate that they've rallied from the low end of the channel to right below the 50 EMA. A true fundamental vs technical dilemma. Hopefully, us LT shareholders will be rewarded.

$Amazon.com(AMZN)$ Just because a stock has been stagnant for the past few years doesnt mean it will be stagnant moving forward. Yes, it can take a very long time for a stock to revert to its appropriate valuation or it could revert tomorrow. Investing in anything is a risk but value investing is when one of the best way to go, especially when paired with fundamentals. I’d be very surprised if we don’t see $200 again this year.

$Microsoft(MSFT)$ I started buying shortly before Balmer took the reins and there were many times I thought about dumping the small investment at the time. Fortunately, the contrarian in me decided to hold those shares, and I've never looked back. I have added on a few dips over the years. I thought I was being clever, but there’s a fine line. Everything comes to the patient Microsoft investor.

$Microsoft(MSFT)$ Financial Institutions have accumulated MSFT stocks in recent days. MSFT is under-valued. Be patient. Don't sell. Buy more today; or else buy $480 by December; MSFT will break 52-week high sooner than expected. Time to buy more? Probably, but unless sentiment changes, you probably have plenty of time to add.

$PDD Holdings Inc(PDD)$ they missed on revenue but it was still up around 80% and eps beat and was up 130%+ - the pe is what? near $10 now? - the fundamentals are still exceptional - the selloff is WAY overdone. I've been watching this stock and entered at $100 now. I wouldn't be surprised by a $20 bounce soon. (I wouldn't be all that surprised to be wrong either 😀 ).

$Advanced Micro Devices(AMD)$ customers are eager to break $NVIDIA Corp(NVDA)$ 's monopoly in GPUs and bring down prices in the sector. That may take time, but it's in their interest to prop up AMD so that GPU buyers have an alternative. AMD will outperform nvda in the next two years since nvda is already at a 3.2t valuation which is crazy. AMD can go from 250B to 500+ billion easily in a few quarters.

$Meta Platforms, Inc.(META)$ I never understand "Hold" ratings amidst consecutive quarters of exceeding growth expectations... Still seems a screaming buy to me. Especially since nobody knows what the metaverse capex might end up bringing to fruition for this company.All the AI stocks seem like buys. $Meta Platforms, Inc.(META)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Amazon.com(AMZN)$...

$AST SpaceMobile, Inc.(ASTS)$ A pullback before the next leg up. This will be around 60$ by launch date. It’s not today’s revenue but the future potential addressable market that is driving this stock.There are plenty of buyers for this stock. Look at the volume. Just because FCC has approved a competitor does not mean anything they have all needed partnership

$ZEEKR(ZK)$ I really think Zeekr (ZK) has some serious potential. They’re all in on the high-end electric car market, and that’s where the future’s headed. With their innovative designs, cutting-edge technology, and smart features, they’re definitely on the right track. It’s clear they’re not just trying to be another car brand—they’re aiming to redefine what we expect from electric vehicles. Sure, they’ve hit a rough patch, but I’m confident they’ll bounce back. As long as they keep pushing boundaries and focusing on delivering a top-notch experience, I bet Zeekr will gain more and more traction and start making a real impact.

$Rocket Lab USA, Inc.(RKLB)$ they are indeed preparing/building their next rocket that will compete with Falcon 9. It's called Neutron. They believe it will start launching mid 2025. They have successfully tested the Archimedes engine. Actually though, they aren't strictly a launch company, 2/3 of their revs come from designing space craft and software. This company is going to be a monster and Peter Beck is a 1 in a trillion super genius. Watch Wild Wild Space on HBO, it's a fascinating look at Rocket Lab and a few other smaller space companies. 👍

$Coinbase Global, Inc.(COIN)$ COIN's been wilder than a bull on a skateboard lately. It rocketed from $60 to $200 faster than you can say "crypto moon!" That's a 160% gain, proving that crypto stocks can be even more volatile than the coins themselves. So, strap in tight if you're hopping on this ride - your portfolio's gonna feel those bumps!

$Advanced Micro Devices(AMD)$ AMD's stock is an increasingly attractive investment. The company boasts a long growth history, with its shares up close to 5,000% over the last decade. Meanwhile, revenue and operating income have soared 312% and 169%, respectively. AMD is only just getting started in AI and could see major gains as it expands in the coming years

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ I got in on Google’s stock when it was in the early 130s earlier this year, especially when Gemini was having those hiccups. It was a bit of a gamble, but it totally paid off. I’ve been keeping an eye on the stock and thinking about diving back in when it drops again. Honestly, I’ve always liked Google’s potential, even when things seem shaky. There’s something about their tech and overall innovation that keeps me believing in their future. So, if the price slides back, you can bet I’ll be scooping up more shares. It’s all about catching those dips and riding out the ups and downs. That’s where the real opportunities are.