$Alphabet(GOOG)$ Over the past several years, the play has basically been to pick whichever mega cap is doing worst, dollar-cost average in, and wait for the recovery. It already played out with Google, and with Apple and Microsoft too. I'm not even going to get into Facebook. I've been adding a few LEAPS on red days, and a few more on deep red days.
AMD laid out an aggressive AI growth strategy at Citi's Global TMT Conference, backed by an estimated $2 trillion total addressable market by 2030. The company sees AI computing shifting quickly from model training toward inference, especially as workloads move from basic chatbots to autonomous and agentic AI systems. AMD expects its data-center business to more than double next year, while its next-generation MI450 AI GPU launches this quarter, with production ramping in Q4 and through 2027. Server CPU demand is also picking up, with the business expected to grow more than 80% YoY in H2 2026 and over 70% next year. Demand is building for AMD's Helios rack-scale systems, with Meta and two undisclosed AI labs already projecting demand above their initial purchase commitments. Helios volumes
$Alphabet(GOOG)$ Sundar doesn't seem to have the skillset or the vision to lead in the AI era. I think the price will keep drifting until a new CEO is installed.
$Meta Platforms, Inc.(META)$ The Super Bowl exposure could definitely be a positive for META. But $1,000 is a big target, so let's see how the stock actually responds first.
$Meta Platforms, Inc.(META)$ EONE.CSEElement One isn't just a hydrogen explorer anymore. In roughly six months, it has expanded its strategy into a broader natural hydrogen plus critical minerals platform, covering hydrogen exploration, hydrogen-generation technology, magnesium, critical-mineral recovery, and carbon mineralization. That is a lot of optionality under one ticker.
$Meta Platforms, Inc.(META)$ I'm focused on it moving higher. Looks a bit floated around 605-610 through the long weekend. Maybe an upward tick next week. Good luck.
$Eos Energy Enterprises Inc.(EOSE)$ This deal doesn't really compare to the others. It's the first of its kind, tied to a critical part of the future economy, and the counterparty is a hyperscaler as a direct partner and client. It also looks easy to scale. This deal and the Hugging Face deal with $NVIDIA(NVDA)$ seem to have lifted some AI stocks, the ones that are looking like the winners. There will be losers and winners in AI. Once a hyperscaler selects you, you're part of the winning group. $Alphabet(GOOG)$
$Netlist, Inc.(NLST)$ Short-term panic and algorithmic shakeouts aren't worth reacting to. Market noise and recycled legal headlines are mostly testing holder conviction at this point. The core fundamentals, the structural value of the portfolio, and the upcoming resolution momentum all still look intact. Know what you own. This pullback reads more like a solid accumulation window, not a reason to get shaken out of shares. The setup still points to potential 3x upside as near-term milestones clear, scaling up toward 6x to 8x over time if the Google settlement comes in favorably. $Tesla Motors(TSLA)$ $Micron Technology(MU)$
Broadcom is projecting a major surge in AI chip sales, and the tone here is clearly optimistic about challenging Nvidia's position. CEO Hock Tan said AI chip revenue could double to about $115 billion in fiscal 2027, then reach $230 billion the following year, with adjusted EPS potentially exceeding $30 in fiscal 2028. The custom AI chip business is being driven by strong demand from Google, Anthropic, OpenAI and Meta. Anthropic is expected to become Broadcom's largest customer in 2027, with OpenAI the second-largest. Tan said demand currently exceeds supply capacity. Third-quarter revenue rose 86% to $29.6 billion, above estimates, while adjusted EPS hit $3.32 versus $3.23 expected. AI semiconductor revenue reached $16.7 billion, ahead of the $15.9 billion consensus. Fourth-quarter revenu