Evidence

Broadcom is the only real competitor to Nvidia because they're going after different parts of the stack... Broadcom is more diversified and gives my portfolio exposure to a different side of AI spending altogether... if you believe we're still in the early innings of this multi-y

— Ticker Symbol: YOU

If Apple's successful at maintaining the culture that they've had over the largest the large part of the last 50 years, they're going to be continue to be wildly successful over the next 50.

— Deepwater Asset Management

You have Tesla, you have Apple, and you have Nvidia. These are hardware companies. They have a different scenario and I think they all you can make an argument can be winners. I certainly think Tesla will be.

— Blockworks

I think they pulled something off that a lot of their competitors are going to have trouble matching at that price level.

— TechInsights

By the time 2016 rolled around, Buffett observed that much of the risk had been removed from Apple as the business scaled up. And he saw it trading for a cheap multiple. So he size up a massive position because he saw the risk profile change.

— The Investor's Podcast (We Study Billionaires), at 13:13

I like what Nvidia did... Nvidia with Dynamo, Nvidia with Omniverse, Nvidia with everything they're doing around in the sock, with NIMS, with Nemo, with Nemo Cloud, everything they're doing is geared at making the adoption of their parts a whole lot easier for people... I think N

— Moor Insights & Strategy

Amazon continuing to strengthen, broken out, all-time high territory... There's your AD line setting new highs. And look at the relative strength, and look at broadline retail, by the way... Amazon is one of the leaders in the space.

— EarningsBeats

Nvidia broke out, came back down, now testing that 20-day moving average. Like to see a bounce off of that.

— EarningsBeats

Microsoft seems to be trading a little bit better, broke above the 20-day. It's been holding the 20-day.

— EarningsBeats

Google, along with Amazon, probably the two strongest. I would say Google is the strongest among the Mag 7. Uh big breakout with its earnings, nice volume, continues to strengthen relative to the internet stocks.

— EarningsBeats

Invidia, Nvidia, however you want to say it is has still been chopping around. But I think I think the market is underpricing the demand for compute here.

— Forward Guidance

I remain still a little bit skeptical about any software names that are not uh Microsoft. That's it. Like period, Microsoft is the one. And uh you know, it's simply because they have Azure.

— Trade Brigade

I want to be open-minded to a lot of the data center names. So far, I'm thinking Oracle.

— Trade Brigade

Google Cloud, are you kidding me? 63% year-over-year Q1. Oh my god. absolute knockout numbers... Sundara didn't really have to do much work over here. Just a rip to the top side as soon as the numbers came out.

— Trade Brigade

Microsoft, killer numbers... Amy Hood was on fire on that conference call. Really nice job... Intelligent cloud up 30%.

— Trade Brigade

Amazon, the wannabe Jeff Bezos aka Andy Jasse was able to turn the story around as well, producing brand new all-time highs on Nancy... AWS numbers here, right? Huge. Up 28% year-over-year.

— Trade Brigade