BuyTheSTO

All in MAG 7 ( $MSFT 💻, $AAPL 🍎, $GOOGL 🔎, $AMZN 📦, $META 🌎 $TSLA ⚡️ + $NVDA | Devoted Father & Husband | Trust in JESUS

[Shay Boloor @StockSavvyShay]

$PLTR and $GOOGL announced a strategic AI and data partnership connecting Palantir Foundry and AIP with Google BigQuery and Gemini.

Gemini gets closer to real enterprise workflows while Palantir gets broader distribution through Google Cloud.

[CryptoGoos @cryptogoos]

APPLE TO USE GOOGLE'S NVIDIA POWERED AI CHIPS

Apple $AAPL just announced they will use Google's $GOOGL Nvidia-powered Blackwell AI chips for its overhauled Siri launching in September.

Apple has traditionally built and operated most of its core technology internally, making this a significant shift in its AI strategy.

[Shay Boloor @StockSavvyShay]

Cathie Wood bought ~$96M of $GOOGL today

[Dear Son. @DearS_o_n]

All Facts!

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The US and Iran are closing in on a deal that would extend their ceasefire by 60 days and lay the framework for discussions on Iran's nuclear program, mediators say.

Details include:

1. This would include a "gradual reopening" of the Strait of Hormuz

2. It would also include a commitment to discussing the "diluting or handing over" of Iran's highly enrich uranium

3. The US would ease its blockade of the Strait of Hormuz and agree to sanctions relief

4. The US would also begin a phased unfreezing of Iran's assets

Both sides are nearing a "memorandum of understanding" to extend a ceasefire.

[Jim Cramer @jimcramer]

Nvidia is going to have to start doing an Apple like dividend and buyback combo. I know it sounds "boring" but it worked for Apple and Nvidia will have a lot of cash on hand....

[Elon Musk @elonmusk]

As the recently expanded partnership with @AnthropicAI demonstrates, @SpaceX is offering AI compute as a service at significant scale.

We are in discussions with other companies to do the same.

Over time, especially with orbital data centers, we expect to serve AI at extremely high scale.

[RonnieV @TheRonnieVShow]

I don't know who needs to hear this but...

The KING Microsoft is going a lot higher.

$MSFT - Strong Buy

[Autopilot @joinautopilot]

Breaking: SpaceX set to IPO under the ticker $SPCX

SpaceX shares to begin trading June 12

[Imtiaz Mahmood @ImtiazMadmood]

EPIC MODE ACTIVATED
President Trump stared down Xi Jinping and delivered a masterstroke that left the room in silence:

“I brought the 30 most powerful business leaders on the planet to these talks… and they all said yes. I didn’t send the second-in-command or the vice president.

I wanted the number one from each empire! Jensen Huang, Tim Cook, Elon Musk, and the other titans… the best in the world are here, right in front of you.”

Then, with his winner’s smile, he sealed the deal:
“They’re here today to pay respect to you and to China. They come hungry to do business, invest, and create. From our side, it’ll be 100% reciprocal.”

The message is clear: America isn’t coming to beg. It’s coming with the supreme bosses of global innovation to lay all the cards on the table.

This isn’t normal diplomacy… this is high-voltage diplomacy!

- @Jhonffonseca

[Patient Investor @patientinvestor]

Stocks with 20%+ ROIC trading below 20x earnings:

1. Meta $META:
ROIC: 28%
PE: 18x

2. Adobe $ADBE:
ROIC: 49%
PE: 10x

3. Booking $BKNG:
ROIC: 56%
PE: 14x

4. Copart $CPRT:
ROIC: 25%
PE: 19x

5. McDonald's $MCD:
ROIC: 28%
PE: 19x

6. Home Depot $HD:
ROIC: 25%
PE: 19x

[BuyTheSTO @TEKSuccess]

Oops @KendrickPerkins

[BuyTheSTO @TEKSuccess]

✍️ 😳

[BuyTheSTO @TEKSuccess]

😳

[BuyTheSTO @TEKSuccess]

✍️

[Heisenberg @Mr_Derivatives]

If somehow $QQQ turns green today then:

[BuyTheSTO @TEKSuccess]

@The_RockTrading 👏 👏 🚀 🌕

[Enrich Trades @enrichtrades]

Elon Musk just confirmed it…

$TSLA & SpaceX are building Terafab - a chip factory targeting 1 terawatt of compute.

Designed for:
• Optimus robots
• Tesla vehicles
• Space-based AI satellites

Humanoid robots could be produced 10–100x the volume of cars

Reminder: Tesla isn’t just an EV company

[BuyTheSTO @TEKSuccess]

@carbonfinancex $TSLA looks cheap

[Carbon Finance @carbonfinancex]

Magnificent 7 Forward P/E:

$TSLA: 153x
$AAPL: 27x
$AMZN: 23x
$GOOG: 23x
$MSFT: 21x
$META: 18x
$NVDA: 17x