To The Moon

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ GOOG looks to me to be the only one of the Mag 7 that is reasonably priced (21x stable earnings). I’d be far more scared of $Beyond Meat, Inc.(BYND)$ (dying Facebook platform), $Microsoft(MSFT)$ (continues to add nothing new of value), $Tesla Motors(TSLA)$ $NVIDIA Corp(NVDA)$ (still 50x), $Amazon.com(AMZN)$ , etc. $Coca-Cola(KO)$ pe 32, googel pe22 or less, you make ur call + IA is about to go

$NVIDIA Corp(NVDA)$ On Nvidia are bullish one day, bearish the next. The only way to find truth is to examine the company as well as the industry. Ai should not be confused with dot-com, & NVDA should not be compared to $Cisco(CSCO)$ . The Ai industry is still in its infancy, & Cisco came from the days of dot-com. Comparing Nvidia to Cisco is like comparing the Jetsons to the Flintstones. Nvidia has the most competitive products on the market. Hopper, Blackwell, Rubin; they are the Genuine Articles, the Real McCoys, today's products of tomorrow. Jim Cramer said that NVDA is a stock you don't want to sell, but to buy the dips. Well, even a broken clock is right at least tw

$Procter & Gamble(PG)$ I remember about 2 years ago when people were talking so much trash about PG and how bad a trade it was. Overpriced and a terrible choice. I recommended buying at the time and exhibiting patience since PG would slowly recover. Today is just a nice day to prove those nay sayers wrong while I enjoy collecting my dividend and watching my account go up.

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ I genuinely think GOOG is hands down the best search engine out there. It’s like a magic wand for finding anything you need. And honestly, it’s wild to me that its market cap isn’t even 2 trillion. With how crucial and innovative it is, it feels like it should be worth at least 10 trillion. I mean, it's a game-changer in tech and it deserves way more recognition for its value. It just blows my mind how undervalued it seems!

$Meta Platforms, Inc.(META)$ Both more META as well about around $460. META has invested heavily in AI and is already seeing the benefits. They are spending $ but the greater risk is not spending enough. AI has become an arms race. Meta is going to $1,000 a share, this blip is a buying opportunity.

$Intel(INTC)$ I spent better part of the labor-day weekend trying to decide if I should sell my Intel holding to take advantage of Friday's jump or should buy more. My initial inclination was to cut my losses and sell but I have decided to buy more. I cannot be a semiconductor industry expert in one long weekend but here are my reasons: (1) I would have been sorry if Intel had planned to divest its foundry business. I do not think that is on the cards at this time. I will sell INTC if they decide to divest the foundry business. (2) I was not able to uncover any bad news about Intel's fabs in Oregon, Ohio, and Arizona. That was a very positive sign. I am not particularly concerned about the losses in the fab business becau

$PDD Holdings Inc(PDD)$ In the past PDDs Management has done a good job, as they have continously gained Market share from the competition. If they are now getting aware of challenges, we should assume they will be able to find a solution. The high cash reserves and high margins give them a lot of room to maneuver.I don't think it's unreasonable to think that PDD's revenue growth could slow down sharply in just handful of quarters (commissions get cut, merchants leave, tariffs impact sales volumes), and for their margins to converge on what their direct competitors are earning.

$Lululemon Athletica(LULU)$ I've found myself holding more and more stocks on a short to intermediate-term basis, with only a few exceptions - one being LULU. They've executed well, and a stock that has historically been expensive is now cheaper than the S & P, with better growth. But, I hate that they've rallied from the low end of the channel to right below the 50 EMA. A true fundamental vs technical dilemma. Hopefully, us LT shareholders will be rewarded.

$Amazon.com(AMZN)$ Just because a stock has been stagnant for the past few years doesnt mean it will be stagnant moving forward. Yes, it can take a very long time for a stock to revert to its appropriate valuation or it could revert tomorrow. Investing in anything is a risk but value investing is when one of the best way to go, especially when paired with fundamentals. I’d be very surprised if we don’t see $200 again this year.

$Microsoft(MSFT)$ I started buying shortly before Balmer took the reins and there were many times I thought about dumping the small investment at the time. Fortunately, the contrarian in me decided to hold those shares, and I've never looked back. I have added on a few dips over the years. I thought I was being clever, but there’s a fine line. Everything comes to the patient Microsoft investor.