Alphabet Class A Stock (GOOGL)

* Historically bailouts occur after the wipe out and not before it… “You can’t possibly trust him.” – Ann Mulllany, Sex, Lies and Videotape This is my 272nd “More Tales From Nvidia” over the last two years. Contrary to my repeated concerns and specifically stated headwinds, there has been near-universal optimism on the prospects for …

* Sold all my $BABA $103.68 (+$5.64) * Eliminated hyperscaler longs: $AMZN $253.04 (+$12.69) $GOOGL $285.49 (+5.65) $MSFT $528.76 (+$6.85) $META $617.95 (+$2.96) Positions: None

I am taking advantage of the sharp move back into the hyperscalers this morning and reducing from small to very small – for some quick profits: * $AMZN $249.79 (+$9.44) Note: AMZN was purchased at $225.56 on Friday! * $META $613.35 (-$1.65) * $MSFT $526.01 (+$4.11) * $GOOGL $286.16 (+$6.33) At the time of publication, …

Here were Friday’s things: * I initiated trading long rentals in $AMZN at $225.56, $BABA at $98.70, $GOOGL at $279.56, $META at $615.36, $UBER at $65.18, $NFLX at $62.08 and $MSFT at $524.50. * I initiated trading long rentals in $BAC at $50.12, $C at $122.02 and $WFC at $83,73. * I covered my $ARKK short at …

I have taken several trading long rentals (off an oversold): * $AMZN $225.66 * $META $614 * $GOOGL $280.62 * $BABA $98.15 Positions: Long AMZN VS META VS GOOGL VS BABA VS