$Alphabet(GOOG)$ If Nvidia can raise their dividends from literally 0 to 25 cents per quarter, then Google can certainly go from paying annually to paying that same amount per quarter. I think so.

$Microsoft(MSFT)$ Nvidia gave Microsoft a thumbs up on the call, claiming they have the most powerful AI servers bar none. Sounds like a good thing.

$Alphabet(GOOG)$ Google has rolled out Gemini 3.5 Flash globally, and it's surpassing GPT 5.5 in agentic benchmarks.

$Alphabet(GOOG)$ Honestly, a lot of people seem to forget that even with Greg Able as CEO, Buffett is still the one overseeing and approving the trades. To me, it looks like he's making sure the ship stays on course.

$Microsoft(MSFT)$  If it weren't for Ackman's move, this stock would be at $390.

$Alphabet(GOOG)$  Berkshire tripled its position in Alphabet during the first quarter.

$NVIDIA(NVDA)$  Honestly, if some people actually knew anything worthwhile, they might occasionally share something useful to liven things up. But for now, let's skip the nonsense. I'm still positive on NVDA.

$Microsoft(MSFT)$ 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.