$Alphabet(GOOG)$ I keep thinking GOOG will get dragged down when the bubble pops, but those call premiums really are juicy. A 5% yield every 30-45 days is hard to ignore.
$NVIDIA(NVDA)$ Nvidia has been in a bullish trend since 7/29/2026. That's not going to change anytime soon. There will be a big correction in November, but not in the stock market.
$Microsoft(MSFT)$ Is anyone else concerned that the visa ban could end up costing Microsoft more money and push the stock down? I've heard that the lifetime cost of an employee can run over a million when you factor in 401k, healthcare, and everything else. Visas help a lot with keeping costs down and staying efficient.
Hyperscalers are about to prove the capex skeptics wrong. Goldman sees Q3 capex up 116% y/y while combined cloud growth accelerates to 55%. When spend doubles and revenue growth accelerates, that's not oversupply. That's demand pulling supply. $Microsoft(MSFT)$ $Alphabet(GOOGL)$ $Amazon.com(AMZN)$
$NVIDIA(NVDA)$ NVDA is in uncharted waters right now, and it's been something to watch. For those who have been holding this one through the run, congrats. For anyone just following along, it's worth appreciating. Jensen has done well here.
$Alphabet(GOOG)$ What makes SA published articles so laughable is that they were actually the source of an article that gave me the idea to invest in NLST 6 years ago, when they covered NLST's victory over GOOG at the CAFC on the 912 patent. I think they just throw a dart at multiple submitted articles and publish whatever hits. SA is not interested in anything beyond subscriptions.
The case looks extremely bullish from here. The world's first dual-purpose chip: no one else on the market is doing this. Nvidia $NVIDIA(NVDA)$ , Apple $Apple(AAPL)$ , and Google $Alphabet(GOOG)$ make dedicated AI chips. Traditional ASIC manufacturers make basic crypto chips. Lokotech has designed a 256-core architecture that handles both Scrypt mining for Litecoin and Dogecoin, and Edge AI inference on a single chip.
$BlackBerry(BB)$ BlackBerry and $NVIDIA(NVDA)$ have a technology partnership that brings together BlackBerry's real-time operating software and Nvidia's high-performance computing and AI hardware.
Scott McNealy from Sun had a good reality check on this. At 10x revenues, to give you a 10-year payback, the company would have to pay out 100% of revenues for 10 straight years in dividends. What were people thinking? That was him back in 2002. In 1999, paying 10x sales for hardware was considered normal right before the Dot-Com crash. Now look at the semiconductor market. The AI hype tier sits above 15x to 25x price-to-sales. $NVIDIA(NVDA)$ is around 18x price-to-sales, and $Broadcom(AVGO)$ is around 19x. To justify an 18x P/S ratio today, an investor needs 18 years of 100% revenue payouts, assuming zero COGS, zero R&D, zero taxes, and zero employee pay. The market is pricing in continuo