If you don’t read any stock market-related news this week… read this.

Because a few of my favorite (and one of my absolute least favorite) stocks made big announcements.

And what they announced is definitely worth your attention.

GOOG Is a Strong Buy – But NVDA Is Even Stronger

I’ve liked Alphabet (GOOG) as an investment for a long time.

YouTube is a digital empire. Waymo is quietly turning autonomous driving into reality. The company is deeply entrenched in AI, search, cloud, and software.

But after this week? It’s Nvidia that stands to win big.

Alphabet reported better-than-expected earnings and announced plans to raise capital expenditures by $10 billion this year, pushing total 2025 capex to $85 billion.

Most of that is earmarked for cloud infrastructure and AI hardware. Translation: Nvidia.

And that wasn’t all the news.

SK Hynix (a key supplier of high-bandwidth memory) also posted record profits this week.

Why?

Because demand for AI chips is off the charts.

And guess who sits at the center of it all?

Nvidia.

This isn’t just a trend. This is the foundation of a multi-trillion-dollar AI infrastructure cycle.

And the best part?

It’s just getting started.

Musk’s Magic Trick: Pivot the Narrative

Tesla stock dropped 9% this week after reporting its second straight quarter of declining auto sales.

The company warned that more rough quarters could be ahead, thanks to softening demand and the expiration of EV tax credits.

But instead of addressing the core business… Musk went full showman.

He promised that robotaxis would reach half the U.S. population by the end of this year – yet another bold claim that conveniently steers attention away from Tesla’s very real problems.

It’s a pattern. Musk knows how to control the narrative better than anyone.

When the numbers don’t cooperate, he sells the dream.

And too often, people buy it.

Please don’t be one of those people…

The Real Battery Opportunity No One Talks About

Buried in Tesla’s earnings call was one quote that actually is worth paying attention to:

"Batteries are going to be a massive thing. The scale of battery demand, I think not that many people appreciate just how gigantic the scale of battery demand is.

The sustained power output from the US grid is around 1 TW, but average usage is less than half of it. If you add batteries to the mix, you can run the power plants 24/7 at full capacity. More than doubling the energy output per year of the United States, just with batteries." – Elon Musk

While I don’t always trust Elon’s timelines, his insights into specific industries are hard to beat.

If he’s right, lithium demand is poised to surge.

I’ve been following Albemarle (ALB) and Lithium Americas (LAC) closely for nearly a decade.

Right now, much like energy stocks in the late 2010s and after the COVID downturn, no one wants to touch them.

But that’s often exactly when the biggest gains are made.

Energy was once written off – until it wasn’t.

The same setup could be unfolding for lithium today.

Meme Mania: The Sydney Sweeney Effect

On the opposite end of the spectrum, we’ve got the meme crowd.

American Eagle Outfitters surged 7% this week after announcing that actress Sydney Sweeney would model its fall campaign.

That was all it took. Meme traders piled in.

Shares of GoPro, Krispy Kreme, Opendoor, and Kohl’s all followed with volatile, outsized moves.

But here’s the thing: if you're investing for real returns, these aren’t investments – they’re coin flips.

We’ve seen this before.

Remember 2021?

AMC, GameStop, Blackberry. Some people made a quick buck… most didn’t.

Unless you’re here to gamble, you’re better off sitting this circus out.

Final Takeaway: Know What Matters

This week was a perfect snapshot of today’s market.

On one side, you’ve got real, long-term opportunities being fueled by a historic wave of AI and infrastructure investment.

On the other, you’ve got distraction, hype, and narrative-driven noise.

The best thing you can do right now?

Ignore the circus. Follow the facts.

And stay focused on the companies building the future – not the ones selling fantasy.