$Microsoft(MSFT)$ It's been a rough stretch for Microsoft, and that might continue for a bit. But I believe it will come back very strong. The longer it stays down, the harder it rips back up.

$Alphabet(GOOG)$ The third quarter could be GOOG's biggest ever. With the soccer fever, YouTube will be the biggest winner, unmatched.

$Alphabet(GOOG)$ I think we need to reclaim the 400 level soon and put it firmly in the rearview.

$Alphabet(GOOG)$  I believe it. Agentic AI is finding areas for efficiencies, such as healthcare and financials. As agentic AI improves, it should evolve jobs into different roles where employees are more productive and grunt work is taken over by AI. Jobs will return to equilibrium after the war ends, and as enterprises normalize, they could be hiring a lot more. Uncertainty is a real pain. Meanwhile, Google is moving ahead at warp speed because, like an octopus, it has many tentacles to grab more businesses, and it has a formidable ecosystem.

$Alphabet(GOOG)$ Search is up 19% thanks to AI, with clicks coming in fast. Cloud revenue jumped over 63% too, showing strong momentum.

$Microsoft(MSFT)$ You can't sleep on MSFT, they're going to keep surprising people.

$Microsoft(MSFT)$ Wall Street seems determined to push higher; it's hard to get people to unload here. Nasdaq should finish in the green! Nice!

$Alphabet(GOOG)$  China Renaissance… (whoever they are) has the highest street target, raising it to $485 from $420. Jefferies goes to $445 from $400, and New Street moves to 450 from 380. They can't all be wrong, can they? Ha ha.

$Alphabet(GOOG)$  Waymo taxis are all over Austin, Texas and seem to be doing really well. Can't wait to see them roll out across the U.S.

$Alphabet(GOOG)$  Googl is trading 15% above the median PE and 11% above the median PEG. If we can beat EPS estimates by 80 cents like we did last year, then it should be fine.

$Microsoft(MSFT)$ Microsoft no longer paying revenue share to OpenAI — is that good news? I'd say yes.

$Microsoft(MSFT)$  first gets hammered because AI would wound the software business. Then it invests in AI, and that's no good either. Bottom line: be patient – there's nothing wrong with MSFT.

$Alphabet(GOOG)$ Alphabet went with Cadence over my Synopsys, which had run from $398 to the $470s. Synopsys is tied to Nvidia. Alphabet is accelerating development of their own ‘less expensive’ chips to cut the need for Nvidia chips and improve profitability.

$Alphabet(GOOG)$ News about the new chips is out. The stock should be higher, in my view. They could spin off several of the "prophecy" units into separate stocks and unlock a ton of value. It looks like a great stock for the long term.

$Alphabet(GOOG)$ Google's potential is limitless, but don't overlook $Amazon.com(AMZN)$  with AWS and $Microsoft(MSFT)$ 's enterprise moat. All three are reporting earnings on the 29th.

$NVIDIA(NVDA)$ lol ANET FDX making all time highs hahahahaaaaaaaa

$Alphabet(GOOG)$ Does anyone still doubt that GOOG will keep climbing to new all-time highs? From where I stand, it seems inevitable within the next week or two.

$Alphabet(GOOG)$ Alphabet's partnerships, especially with Anthropic and its stake in SpaceX, should help strengthen its market position. Analysts point to a one-year return of 126.8%.

$NVIDIA(NVDA)$ Google and Marvell are teaming up to form new TPU AI chips, cutting out NVDA entirely.

$NVIDIA(NVDA)$ Thanks Jensen! Thanks Nvidia! A success story worth sharing here. Nvidia has done miracles for me and many others. Naysayers can say whatever they want.