$Meta Platforms, Inc.(META)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ Earnings show the large AI capex spending is starting to deliver a return, and the PEG ratio points the same way. The stock should keep climbing with a few expected dips along the way. Meta is capitalizing big time on data gathering and selling it.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ Google is putting EUR 13B into Finland's digital infrastructure and clean energy. The company said the investment will support thousands of jobs and help fund regional environmental projects across the country. It also noted this is its largest single investment in Europe, expected to give a significant boost to the Finnish economy. During the initial construction phase in 2027 and 2028, over 37,000 jobs nationwide will be supported, contributing EUR 3.6 billion annually to Finland's GDP. Once fully operational, the new facilities will support thousands of permanent jobs, from engineers to security and catering staff.

$Alphabet(GOOG)$ Opened my first position here with 110 shares. It has to come back up eventually.

$Microsoft(MSFT)$ Easy hold for me. I bought below 400 and at near 600 that would be a 50 percent gain. Easy money.

$Alphabet(GOOG)$ In my view, this feels similar to when META was trading below a hundred a few years back. Back then it had the lowest PE among the mag 7, and now that spot belongs to Google. At this point the forward multiple is probably around 10. I think it's a decent time to accumulate calls, or options. Time will tell.

$Rezolve AI(RZLV)$ The stock is trading at a very low valuation right now. At $2.21, it looks like a bargain. The company appears to have significant pending developments involving MSFT, GOOG, and AMZN.

$Ciena(CIEN)$ What stands out clearly is that copper data cabling is obsolete for High Performance and Quantum Computing. Ciena's growth prospects look solid.

$Microsoft(MSFT)$ On high alert as we creep out of this "soft pocalypse." The setup still looks primed, even with big money keeping it idling for now. One decent volume jolt could send it running again.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ If SPY closes green, this could really take off with that good news. A lot of people got stopped at the 200-day MA, and now it may be time for a reversal.

$Alphabet(GOOG)$  Another weak day with MSFT and APPL bouncing off their lows while Google still can't get any footing. Volume is low, yet weak hands are selling shares that have a tremendous opportunity for incredible gains going forward. The demand for their services is clearly there, but some folks can't see they're locking in their future earnings. This stock will be blowing past 400 soon. I'm holding my shares.

$Microsoft(MSFT)$ This looks really good. I hope Mr. Warsh doesn't mess it up going forward.

$Marvell Technology(MRVL)$ Hate to say I told you so, but I told you so. Only companies struggling to compete give away huge amounts of equity to win a single account like GOOG. $NVIDIA(NVDA)$ 's quarter was so much better than MRVL's quarter. $Broadcom(AVGO)$  will likely look like NVDA's quarter, maybe even better.

$Alphabet(GOOG)$ Q3 earnings should be huge, no doubt about it. AMZN has already signaled that AI will grow like weeds over the next few years.

$Rezolve AI(RZLV)$ $Alphabet(GOOGL)$ $Alphabet(GOOG)$ Rezolv AI is moving higher after Google selected its distributed database platform. RZLV said Google picked its proprietary distributed database technology after a lengthy technical evaluation. The tech is being deployed at the infrastructure level inside Google Cloud, supporting the indexing and data pipelines behind Google Cloud Web3's blockchain datasets and helping keep the information accurate, complete, current and ready to query. Daniel M. Wagner, Chairman and CEO of Rezolve AI, said Google's selection is significant independent validation of technology the company has developed over man

$Rezolve AI(RZLV)$ Finally, a press release with some actual substance behind it. Google could easily acquire RZLV.

$ChronoScale Corp(CHRN)$ $APPLIED DIGITAL CORP(APLD)$ $Microsoft(MSFT)$ $Nutanix Inc.(NTNX)$ Raj Jegannathan getting his own fireside chat rather than just being one of several people on a panel stands out. The ChronoScale CTO is set for "Operating and Scaling Inference-First AI Factories." For a company still relatively small compared with names like OpenAI, AWS, Microsoft, NVIDIA, Google, and CoreWeave, that kind of stage time is a good sign ChronoScale is starting to get more attention in the AI infrastructure space.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$  Pre-market moves under +/- 7 don't really tell you much about where the rest of the day is headed.

Buying LEAPS at support levels can offer a really solid reward-to-risk setup. That approach worked on $Microsoft(MSFT)$  with over 200%, and it is playing out well on $Coinbase Global, Inc.(COIN)$  right now.

$Alphabet(GOOG)$  Massive inverse head and shoulders pattern, but it is running out of time to validate. Needs to show some strong green movement soon.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $Microsoft(MSFT)$  $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ I really don't understand why anyone would keep selling cheap shares here. BOA data shows retail has been selling billions of dollars in tech shares to institutional equity funds. These prices will likely look very cheap by the time my son finishes high school. He's 10 now.