To The Moon

$NVIDIA(NVDA)$ Funny how all the weekend bears show up on Sunday saying it's going to be a rough week, then vanish once Monday actually starts.

$Broadcom(AVGO)$ $Micron Technology(MU)$ Added after the Fed meeting. Still looks too cheap while money keeps flowing. Now it's equal weight with my largest positions in $Alphabet(GOOG)$  and AMZN.

$Alphabet(GOOG)$ $PDS Biotechnology Corporation(PDSB)$  has an interesting risk-reward setup, and there's some bullish sentiment around it that could play out well.

$Broadcom(AVGO)$ The price action looks quite similar to the moves MSFT made before it ran to 500. You start to regret buying it, and then out of nowhere it takes off and you're glad you held on.

$NVIDIA(NVDA)$ Traders can probably make money on this one with how much it swings around. I'll stick with long-term investing though. This is the only stock where I'm up over 60,000%, and that's not something I could pull off by trading it.

$Microsoft(MSFT)$ Citizens reiterated Microsoft at Market Outperform with a $550 price target, tied to the AI safety debate. They're staying bullish, saying confidence in Microsoft remains intact despite the AI safety and model-pacing concerns.

Watching my $Microsoft(MSFT)$  and $Alphabet(GOOG)$  $Alphabet(GOOGL)$  positions move higher.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ Waymo has launched its robotaxi service in Las Vegas. According to a company blog post, residents and visitors can now take fully autonomous trips in the city. Waymo says over 100,000 people have expressed interest in riding after months of studying Vegas roads. The service includes destinations like Allegiant Stadium and The Venetian. Las Vegas joins Denver and San Diego as one of the first cities to have majority Ojai fleets, powered by the 6th-generation Waymo Driver.

$Alphabet(GOOGL)$ $SPDR S&P 500 ETF Trust(SPY)$ $NEBIUS(NBIS)$ $NVIDIA(NVDA)$  $SpaceX(SPCX)$ So I guess Google said screw that, we’re not slowing down.

$Alphabet(GOOG)$  The slowdown from Anthropic and OpenAI actually works well for Gemini. It looks like the other two are slowing down mainly because they're running out of cash, while Google isn't in that position.