SURPREME COURT AND MARKET WATCH

 We trimmed our nails, emptied the dishwasher, put out the recycling, answered some emails from aggrieved prosecutors, so with not much else to do we are watching the Supreme Court for decisions. Birthright citizenship, the security of fed member Lisa Cook, and whether the founders really meant to have the fourth amendment enforced or if it was just a gentle reminder, are some of the pending opinions we are waiting for. 

Market wise let us tell you how to handle Broadcom. It went parabolic (which is good and which we told you to buy before it did); the conference call Wednesday was just fine, but people are nit-piking, so the stock is taking a hit, which means we are a buyer ....tomorrow. Let it come in a bit more and settle, and then scoop up shares. 

Google/Alphabet is issuing stock to raise a war chest to defend Gemini AI against the Space X and Anthropic IPOS. So what does this mean? There's going to be a few hundred billion in cash to spent on Cap-X over the next few years as the AI data center build out shifts into high gear. FYI Space X is Elon Musk's space AND AI company. It is not just rockets. 

If you don't want to be on the front lines of the AI wars, then be like the shop-owners Grasshopper who sold the pik-axes and shovels to the 49er gold rush miners- and buy the stocks that Google, Anthropic, and SpaceX will be spending their billions with. On our list? Nivida anytime it's under 210, and Applied Materials in the 480s- which is today BTW. Fliers include the optical networkers like Credo- but you need a strong stomach to endure the 20-40 daily price swings. A more stable play is Dominion Energy (D) because those data centers, like the Family Courthouse, are going to need power. 

You want one really speculative fun one? Check out FJet- and play around. It's a Space X, military, drone defense, kinda play. Very very speculative but it just might pay for that second home in the Carolinas if you pick up a few thousand shares and it hits. 

Remember- invest as much as you can- you can always make more money. 

And yeah, one of the three above mentioned pending Supreme Court decisions is farcical.