$SPCX Musk is now richer than the annual economy of about 174 countries.

Who loaded $NOW?

🚨 ServiceNow CEO Bill McDermott just dropped this on the AI hype: “Most businesses don’t want to build workflow software for everything internally. They want one responsible AI Control Tower.” ServiceNow is becoming the fabric connecting every hyperscaler, every LLM, systems of record and now full security (cybercrime = $1 Trillion/month problem). True agentic enterprise is here: MoveWorks, VZA identity, Armis OT/security. Integrated major moves in just 20 days. Jensen Huang ( $NVDA CEO) approves, they’re teaming up on the agentic future. 2030 Price Target: $1,200 – $2,000 per share as they hit $30B revenue and own the enterprise AI operating system. While others talk apocalypse, ServiceNow is building it. $NOW to the moon. Who’s loading up?

We sold Google and bought Microsoft. Interesting. I have enormous respect for Chris.

Do you have an investing song? ;) youtu.be/Yv-0LkDouRs

$NKE Imagine trying to come back from $80 or even $60 with all these bag holders.

Why is $AAPL making deals with its biggest competitor $GOOG? youtu.be/PYmtqceOUho

$AMZN I think they are going to eat $UPS and $FDX just utilizing their extra capacity. My outlook for other delivery companies.

Living like you're poor while investing like you're rich seems like a winning combo.

$NOW I can't imagine selling the AI control tower down here. $NOW customers include $MSFT, $AAPL, $NVDA, $AMZN and $WMT

$NOW surpassed $1B in cumulative AWS Marketplace transactions while deepening its AI integration with $AMZN. ServiceNow AI Control Tower will integrate with AWS Bedrock AgentCore to help enterprises deploy, govern and manage AI agents across workflows.

Jensen bought more $AMZN and $MA in Q1 2026

The 2020 covid rally overlayed on today's $QQQ chart.

Meta $META finally having itself a green day… these are the mag 7 returns YTD: Alphabet: 22% Amazon: 18% Nvidia: 6% Apple: 2% Meta: -8% Microsoft: -14% Tesla: -13% Still lagging most of the mag 7 names though. Interesting. Very interesting.

JENSEN HUANG WAS ASKED ABOUT A WEALTH TAX THAT COULD COST HIM $8 BILLION The interviewer expected him to be worried. He wasn't. His response surprised the room: "I prefer lower taxes. However, I also don't mind paying taxes. I love this country. We don't exercise that many tax loopholes. Once a year we get a bill, we pay it, and it's big. I never once thought about it. We love this country. That's our way of giving back." He went on to say he and his wife chose California for the schools and the culture, not for tax arbitrage. "I would love that they would apply $10,000 of the taxes that I paid to fix that one pothole on the 101. If they let me, I'll do it myself."

Microsoft $MSFT price target raised to $680 from $595 at Tigress Financial Tigress Financial analyst Ivan Feinseth raised the firm's price target on Microsoft to $680 from $595 and keeps a Buy rating on the shares. The firm says the company's "AI-driven cloud flywheel is driving accelerating high-margin revenue and cash flow growth."

Gotta give credit where credit is due, Tom Lee said we will hit $SPX 7,300. And here we are at 7,300. Now will his next prediction of a Q3 10-15% drawdown materialize?

We’re collaborating with @ServiceNow to deliver autonomous AI agents that can act across enterprise workflows with governance, auditability and secure execution built in. At @ServiceNow Knowledge 2026, ServiceNow introduced Project Arc, a long-running desktop agent built on open models, specialized agent skills, and NVIDIA OpenShell while  running on efficient AI factories to help bring agentic AI into the enterprise.

With markets hitting new ATHs every other day… These are my top five GARP opportunities in the market right now: 1) $META Meta Platforms @ $612 EV/EBIT: 17.63x