To The Moon

$Alphabet(GOOG)$ Google Cloud is actually accelerating at a very impressive pace, up 82%. On top of that, they are now selling their TPUs to other companies, including competitors. Buffett's recent $10 billion investment gives a pretty good insight into a very long term hold.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$  400Looking ahead to next week, the more capex the better. I hope they double capex again. Investment into AI is the best move they can make. $Microsoft(MSFT)$  $Broadcom(AVGO)$  $Meta Platforms, Inc.(META)$  Future P/E of 22.5 is crazy for the number one AI and number one tech company in the world.

I was pretty skeptical about $Oracle(ORCL)$  back when it was at $300. At $115, I'm starting to see it differently. Left an AI investor meetup recently and one thing stood out to most of us. Once the chip frenzy eventually cools down, what's the next trade? Data. It reminds me of the old $Cisco(CSCO)$  days. Everyone was chasing the hardware that built the internet until the infrastructure basically became plumbing. AI compute isn't going anywhere, and neither is $NVIDIA(NVDA)$ , but eventually chips become part of the stack rather than the whole story. The next battleground is proprietary data, enterprise context, retrieval, security and governanc

$Alphabet(GOOGL)$ $Alphabet(GOOG)$  400Looking ahead to next week. The more capex the better. I hope they double capex again. Investing in AI is the best move they can make right now. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  $Vanguard S&P 500 ETF(VOO)$ 

$Carnegie Clean Energy Ltd.(CWGYF)$ This looks like positive news overall, with significant investment flowing into the defense sector and US involvement confirmed. Carnegie Energy has secured firm commitments for a $2.5 million placement, receiving strong support from overseas investors. The proceeds are set to be used primarily for developing a multi-megawatt CETO array at BiMEP, business development in Europe and the US, deploying and operating CETO via the ACHIEVE Programme, and further advancing spin-off products in the defense and aquaculture industries.

$Alphabet(GOOG)$ The stack of sell orders still looks pretty thick. It seems like the market makers are trying to work through it gradually. Even with the overall index showing a lot of green, I'm hoping GOOG doesn't give back too much ground.

$Tesla Motors(TSLA)$  It feels like market makers sometimes get the earnings report early and just sit in a big room laughing while they push the stock around. Is this like the movie Trading Places? It reminds me of the character Mr. Beeks.

$Celestica(CLS)$ $Alphabet(GOOG)$  reports earnings Wednesday after the close. The market widely expects increased AI spending, which is positive for the stock.

$NVIDIA(NVDA)$ I'm just surprised to see so many bearish takes on a day when the stock is up 4%.

$NVIDIA(NVDA)$ It's a good feeling to see my portfolio increasing in value.