$NVIDIA(NVDA)$ This scenario plays out year after year. When Nvidia keeps making higher highs and higher lows, sooner or later you get new all-time records. For long-term investing, there's no better place to be. I will stand by this. Participating is way more fun than just witnessing it.
$Oracle(ORCL)$ $Microsoft(MSFT)$ OpenAI Astra is getting glowing reviews. OpenAI is now valued at $1.5 trillion on Hyperliquid, up from $862 billion during the last raise. That should help OpenAI-related names like ORCL, MSFT, and SoftBank.
$Microsoft(MSFT)$ A lot of people are selling around here. I'm holding since my position is sitting at a pretty good spot. I don't think it'll ever get back to 390. Let's see 600.
$Alphabet(GOOG)$ A federal judge's ruling on Google's ad business keeps the ad division intact, requiring only behavioral changes instead of a breakup. That takes a major legal concern out of the picture and could open things up in a significant way.
$SPDR S&P 500 ETF Trust(SPY)$ $T-Rex 2X Long MSTR Daily Target ETF(MSTU)$ $Alphabet(GOOG)$ $NVIDIA(NVDA)$ $Strategy(MSTR)$ 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
$Fervo Energy Co.(FRVO)$ 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.