We saw some strong moves across a few names today. $Alphabet(GOOGL)$  was up 3.25%, $Microsoft(MSFT)$  gained 3.64%, and $Hims & Hers Health Inc.(HIMS)$  rose 5.3%. These are the kinds of setups I find interesting to watch—quality companies showing momentum as the market reveals where capital is flowing. The process is pretty straightforward: identify the names with strength, watch the key levels, and let the price action do the talking. I'm keeping these names on my watchlist as the momentum continues to develop.

I keep seeing the idea that SaaS is dead and AI is taking over, but the actual data seems to tell a different story. There are still SaaS companies posting consistent growth, even while the market prices them as if their best days are over. Take $Microsoft(MSFT)$ , for example. Microsoft is far from just a legacy software company now. Its cloud business, AI infrastructure, enterprise subscriptions, and recurring revenue are all combining into a pretty powerful growth engine. It feels like the winners of the next cycle might not be the companies trying to replace SaaS entirely, but rather the ones using AI to make their existing SaaS offerings even stronger. The market has a history of overlooking solid businesses during major technology shift

$Microsoft(MSFT)$ Copilot 365 is Microsoft's AI flywheel. It's a unique new revenue stream for the company, where AI meets recurring revenue, embedded across Office, Teams, Outlook, and Windows. Every document, meeting, and email becomes a data point for its AI ecosystem. This looks like the next phase of monetization for Microsoft, turning daily workflows into scalable AI services. Copilot 365 could transform the company from a software vendor into an AI infrastructure company with global enterprise adoption. It feels like Microsoft is building the operating system for the AI economy. Copilot 365 bridges cloud, data, and human productivity, and it's already live. The company's global footprint is significant, with operations in over 190 coun

$Amazon.com(AMZN)$ $Microsoft(MSFT)$ $Alphabet(GOOG)$ $Meta Platforms, Inc.(META)$ $Oracle(ORCL)$ The hyperscaler setup looks pretty clear: earnings revisions are moving higher while the stock price moves lower. That gap is meaningful. There's never a guarantee, of course. But when estimates keep getting revised up and the market is pricing them down, that's typically where the risk/reward starts to get interesting. I'm not chasing strength here. Just watching the disconnect.

$TeraWulf Inc.(WULF)$ In my opinion, even a small piece of any deal involving Anthropic could be worth billions in the long run. Looking at $Zeta Global Holdings Corp.(ZETA)$ , $Snap Inc(SNAP)$ , $Microsoft(MSFT)$ , $Palantir Technologies Inc.(PLTR)$ , and $Snowflake(SNOW)$ , I'm feeling very bullish.

Honestly, the argument comparing the two eras seems a bit off the mark. The distinction isn't just about valuation multiples; it's really about business models, capital efficiency, and the durability of the underlying businesses. Think about the greater monetization layer now—high-margin software subscriptions, ARR, and ads versus the low-margin hardware of the past. The customer base has expanded from mostly startups to include both enterprises and consumers. Free cash flow generation is more robust, coming from a diversified global business rather than being tied to physical inventory cycles. And the moats are different, built on AI models, data, and cloud ecosystems rather than commoditized hardware. The 2000 period is labeled a bubble because when speculative internet startup spending

AI infrastructure spending is still the key theme to watch right now. The current 2026 capex estimates for the major hyperscalers are around $725 billion. The biggest spenders are looking like: - $Amazon.com(AMZN)$  at about $200 billion - $Microsoft(MSFT)$  around $190 billion - $Alphabet(GOOGL)$  also around $190 billion - $Meta Platforms, Inc.(META)$  at roughly $145 billion All four report earnings in late July, and updated 2026 capex guidance could be a major catalyst. Given the acceleration in memory costs, AI compute demand, and data center expansion, the big question is whether these companie

$Alphabet(GOOG)$  Arete Adjusts Price Target on Alphabet to $450 From $425.

$Alphabet(GOOG)$ It looks like things could get pretty volatile over the coming weeks. From my perspective, I'm planning to hold on through it.

$Alphabet(GOOG)$  WIZ was acquired at 32x sales and isn't profitable. Meanwhile, S is selling at just 4.85x (27E), according to GOOG-AI.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$  Another solid close for Google. Honestly, it's hard to decide what's more satisfying—the gains, or seeing the bearish arguments get quieter for a while.

$Roundhill Memory ETF(DRAM)$ $iShares Semiconductor ETF(SOXX)$ $Micron Technology(MU)$ I think we might have seen a short-term bottom here. The Meta news feels like a hit piece designed to spook retail out of their positions. The idea that Meta miraculously found all this excess compute is questionable—it didn't come from a magic compute tree, it likely came from the scaling back of the Metaverse venture. It was already known that Meta was positioning itself as a hyperscaler alongside $Microsoft(MSFT)$ , $Amazon.com(AMZN)$ , and Google. The market's reacti

$Microsoft(MSFT)$ The bounce in the software ETF $iShares Expanded Tech-Software Sector ETF(IGV)$  off its 20-week moving average looks like it could have implications for the intermediate term, not just a short-term move like the one we saw back in April and May. The sector's favorable seasonal period is still in play, running through mid-September.

Looking at historical trends, July has closed 1%-2% higher for twelve consecutive years. I'm keeping an eye on SPY, as I think there's a chance it could reach around $760 and then $820+ by the end of the year. Here are some stocks on my radar that I believe are trading at attractive levels: 1. $Microsoft(MSFT)$  at $480 – The AI Foundry and potential Azure reacceleration once the current capex concerns ease up. 2. $Meta Platforms, Inc.(META)$  at $720 – Its advertising business is funding the AI buildout, and it's still showing 33% revenue growth. 3. $Tesla Motors(TSLA)$  at $520 – Catalysts like FSD v14 and the Cybercab ramp into 2027. 4.

$Microsoft(MSFT)$ Nadella's main focus is on software margins and leveraging the ecosystem, which he expects will drive strong ROIC over time, more so than just the raw infrastructure spending itself. It's a long-term play.

$Carnegie Clean Energy Ltd.(CWGYF)$ Carnegie uses HPE's supercomputing power and Deep Reinforcement Learning (RL) to predict wave patterns in real-time. As tech hyperscalers exhaust local grids to power AI data centers, Carnegie's wave technologies are being developed as a potential 24/7 "sovereign" baseload power source to augment traditional wind and solar grids.

Yeah, it shows that head and shoulders pattern on the five-year chart. I wasn't even keen to project it downward, but it could be a spot to add more. It would likely align with when $Microsoft(MSFT)$  starts monetizing AI. Nadella is lining everything up—they have chips, AI, data centers, and so on. It takes time for business investments to pay off. In this case, $Microsoft(MSFT)$  typically sees returns in three to six years, but I'm looking at around three years because things are moving fast now.

$Alphabet(GOOG)$ My own speculation: $360 by the earnings date, $400+ after earnings. GCP growth will likely shock Wall Street again.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ People here who think Alphabet should have a current P/E of 18 aren't thinking straight. They're not looking at forward earnings and the time value of money. A year from now, if the stock stays at the same price, the P/E will be closer to the 18s.

Lumilens represents $POET Technologies Inc(POET)$ 's largest and most explosive commercial milestone to date, defined by a massive $500 million framework agreement over the next five years. Backed by premier Silicon Valley venture capital firms (Sequoia and Mayfield), Lumilens is a disruptive startup aiming to build open, highly efficient optical architectures, such as Co-Packaged Optics / CPO. Their mission is to break the near-monopoly that legacy networking giants currently hold over AI optical modules. According to public OSINT and executive LinkedIn data, Lumilens' initial and primary launch partner is a Top-3 global hyperscaler. Industry consensus points strongly toward $Amazon.com(AMZN)$