$Alphabet(GOOG)$ Gasoline could drop below $2 per gallon once the war ends soon after the midterms, and there's talk of a $5,000 payment if the same party stays in control. With that kind of backdrop, it's hard to see why any stock would be down.
$Alphabet(GOOG)$ Just started a position here. All the media keeps calling this the best or cheapest Mag 7 stock. Not worried about the short term, just waiting for their next innovation or earnings. It's all GOOG.
$NVIDIA(NVDA)$ NVDA seeing aggressive short-dated bullish flow. Around $4.5M in premium traded in the 9/11 $227.50 calls, with 31K+ contracts changing hands. One 5-minute candle alone had 4,638 calls hit the ask, carrying about $602K in premium. Only 2 DTE, so this is very short-dated positioning. The heavy ask-side buying in those $227.50 calls stands out.
$Microsoft(MSFT)$ Great discount here, way undervalued. This should be $600 a share for a 3 1/2 trillion-dollar company. Honestly, people aren't thinking clearly when they buy Meta at $641 a share while that company is only worth 1 1/2 trillion dollars. MSFT is worth more than double Meta. Why are so many people missing that? Meta should be in the 400s.
Micware (NASDAQ: MWC) announced the signing of a Memorandum of Understanding with MulticoreWare. MulticoreWare, despite being relatively lean compared to tech giants, carries high-profile industry relevance. The company is widely recognized for developing x265, the open-source video encoder library that standardizes modern HEVC video compression globally. Its customers include AMD $Advanced Micro Devices(AMD)$ , Microsoft $Microsoft(MSFT)$ , Google $Alphabet(GOOG)$ , Qualcomm $Qualcomm(QCOM)$ and Telestream. Micware is a Japanese software company with Honda and Toyota as major stockholders. It current
$NVIDIA(NVDA)$ 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.