To The Moon

$Microsoft(MSFT)$ I find it hard to believe it's going to move back up to break 430 again just to sell off down to 300. The kind of price action we've been seeing lately doesn't feel like it's driven by retail. And if it's institutions, they wouldn't be putting this much money on the line just to watch it fall way down. MSFT deserves to break out and put in another leg up toward 450 soon.

$Alphabet(GOOG)$ The stock is really solid; I'm just surprised it hasn't moved higher. GEMINI is taking all the business from competitors. They're putting all their money into expansion to meet demand.

$Alphabet(GOOG)$ Alphabet will definitely reach a $10T market cap. It's just a matter of time.

$NVIDIA(NVDA)$ Nice to see the Canadian ticker NVDA.TO is green.

Bank of America's price target for $NVIDIA(NVDA)$  is 350 and they reiterated a Buy. I guess that's fine, but that "when is it going to happen" part is the real question.

$Alphabet(GOOG)$ 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.