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$NVDA chips being smuggled into China should surprise 0% of the population. Remember DeepSeek? Built with 3 paperclips and 2 RTX 5070 gaming cards.

$GOOGL Cloud is doing the business…🚀

HERE’S MY YAHOO FINANCE INTERVIEW • $GOOGL -- First quarter where AI became the monetization engine • $TSLA -- Only company building both the AI brain & body for mobility & robotics • $NOW -- Enterprise software name actually monetizing AI

$NVDA $AMD and more. Here for the next hour. Let’s go 💪🏻

$GOOGL search will be fine. The model needs to evolve and it will. Making the call now —> AI powered search will ultimately be won by Google.

$NOW + $GOOGL 🤝🚀

‘Whatever it takes’ to lead in AI is the right strategy! 🙌🏻 Global economic for the next multiple decades is at stake. 👀 $NVDA $AMD $GOOGL $AMZN $MSFT among large swath of beneficiaries.

$INTC getting an external 14A wafer customer is the assignment. My read is it is the ‘do or die’ moment for foundry. 👀

$TSLA is a bet on the future, physical AI, and autonomy. Absolutely cannot be bought at this price for fundamentals. Long term its oozing with Alpha (and risk)

$SOFI saw completely different price action heading into next Tuesday’s earnings before market open. I see this as an excellent sign. 🚀🤞🏻

Monday we tie off on this week’s tech: $TSLA $GOOGL $IBM $NOW $INTC $SAP And look ahead on a massive slate: $MSFT $AMZN $AAPL $AMD $QCOM $ARM and more See you soon 💪🏻🚀👇🏻

The rundown on The Street for next week… $AAPL AI narrative weakness but still a cash machine $MSFT will do the business but what is happening with OpenAI? $AMZN making big strides in AI, but can growth of AWS keep up with the $GOOGL? 👇🏻💪🏻🚀

$GOOGL putting OpenAI in a choke hold 😆

$HIMS fights back after more nonsense 😆