$Alphabet(GOOGL)$ Other companies are still trying to get to an IPO, while Gemini has been public for decades already. That's a pretty strong position to be in. I'm super bullish here.

$Microsoft(MSFT)$ Not really moving anywhere, but it's holding onto the gains. Usually those just get given back, so that feels like a positive sign.

$Microsoft(MSFT)$  Microsoft stock has grown roughly 14-fold since Satya Nadella became CEO in 2014, which works out to about a 23% annual growth rate.

Calls are starting to look interesting. Clean bounce off trendline support, with the 200DMA holding alongside the key $338–$340 support zone. The King Node is dated, but surrounded with positive gamma. Watching for a break above the 50DMA or $344 for entry, ideally with a stronger GEX Heatmap setup to confirm the move. Patience for now, but $Alphabet(GOOGL)$  is definitely on watch.

$Alphabet(GOOGL)$  They are accumulating shares here. By the time most people decide to buy, it will be too late. Some news will hit and the price will run to all-time highs without them.

$Alphabet(GOOGL)$  Seems like nothing major is posing a real threat to Google at OpenAI's dev day event.

$New Era Helium Inc(NUAI)$ Drop that tenant news = To the Moon => $50 +++ $Microsoft(MSFT)$  $SpaceX(SPCX)$  $NVIDIA(NVDA)$  $Tesla Motors(TSLA)$ 

$Alphabet(GOOGL)$  Easy name to park cash in while the market stays uncertain. Pipeline is full, PE at 17, sitting on the 200.

$Microsoft(MSFT)$ Best setup is an inside day. If yields support it, this should fly.

$Alphabet(GOOGL)$ They have their own TPUs and can offer Gemini 4 access at a much lower cost than competitors while still making money. No surprise Berkshire Hathaway took a position here.

$Meta Platforms, Inc.(META)$ I think this will hold above 700, and money will rotate to GOOGL. It seems a bit dumb right now, but that's what's happening.

I think $Planet Labs Pbc(PL)$  could see a monster upside move next week ahead of the $Alphabet(GOOGL)$  satellite launch on Thursday.

$Rum Group Inc(RUM)$ The Department of War announced it is looking at cloud vendors outside of $Amazon.com(AMZN)$  and MSFT. I wonder who might get a slice of that pie.

$Microsoft(MSFT)$ Being one of the only stocks to close green today shows the strength of the floor. Let it run already.

$Microsoft(MSFT)$ The 4h and 1d charts are showing an inverse head and shoulders pattern. If it breaks to the upside, it could reach all-time highs.

$Microsoft(MSFT)$  Stifel upgraded Microsoft to Buy from Hold, with a price target of $575, up from $530. The firm says it is increasingly comfortable with the company's ability to sustain mid/upper teens revenue growth, as open-weight model advancement has boosted management's LLM agnostic strategy. Stifel also points out that Microsoft's operating expense efficiencies are supportive of stable operating margins, while its strong cash flows should limit the need for outside financing. On the gross-margin concerns from earlier this year, Stifel notes it is now increasingly evident that Azure operational efficiency efforts, elimination of payments to OpenAI after the April contract revision, disciplined capex spen

$Alphabet(GOOGL)$  This reminds me of how Microsoft moved before it took off. It would climb in premarket, then give it back at the open. That was a daily pattern for 3 months, and then it blew up. MSFT and GOOGL are major buys. Add NVDA to that as well.

$Alphabet(GOOGL)$  The AI selloff fear over the weekend turned out to be noise. GOOGL and AMZN announced billion-dollar AI deals after hours. AI stocks are ripping. CBRS is hitting 192 from the 181 adds, NBIS is hitting 224 from the 206 adds, and CRDO is hitting 166.29 from the 150/152 adds.

$Vertical Data Inc.(VDTA)$ Major AI infrastructure development paired with an extremely thin trading stock is quite a combination. The contemplated contract value is $192.1M, involving 1,024 Blackwell Ultra GPUs. If this starts getting picked up by the broader AI community, it could get interesting quickly.

$Alphabet(GOOGL)$  345C Sep 25 - $1,100,000 premium, $10/contract, 0.5x Vol/OI, spot $349.5. Large premium, repeat sweep. Dark flow, options flow.