To The Moon

$Alphabet(GOOG)$  $Alphabet(GOOGL)$ Valuation debate here. Recent commentary puts Alphabet at about 25x forward earnings or roughly 17x trailing earnings, depending on the measure used. The gap reflects large investment gains, especially from private holdings such as Anthropic, which don't add operating cash flow. Netflix goes down because of YouTube, but we don't go up?

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Oracle(ORCL)$ META spends heavily on AI and data centers, and it works out, with the stock up $200. GOOGLE and ORACLE also spend heavily, but they end up in the penalty box, at least until they follow META.

$Alphabet(GOOG)$ I started a position after exiting a few months ago, and it looks like the timing to get back in is about right.

$Alphabet(GOOG)$ Loading up. This one is set to run into the Santa Claus rally.

$Alphabet(GOOG)$  Small caps have treated me well recently. $Paradiumai Inc(PAAI)$  went from 1.08 to 1.80 pretty quickly. I'm keeping a close eye on it, as it still seems to have plenty of momentum left.

$Alphabet(GOOG)$ Google is a goliath, so ethics and responsibilities matter a lot. Greatness takes time, and that isn't a weakness.

$NVIDIA(NVDA)$ Two things I never get tired of with this stock: making money on it, and watching the bears embarrass themselves.

Hyperscalers like $Alphabet(GOOG)$  and $Amazon.com(AMZN)$  charge a premium. B200 systems are being paid off in 6 months and B300 systems are being paid off in 4 months. Even hardware installed 6 years ago is making real money. Agentic AI changed everything. Better models mean more value and justify higher prices. Frontier labs will be focusing on inferencing and less on training. 99% of people will use 10x the computer year over year. After earnings, $Micron Technology(MU)$  tends to hit 24x TTM PE. In about 12 days, $Micron Technology(MU)$  reports FY2026 earnings. Low EPS estimate is 67.39 × 24 = 1,61

$NVIDIA(NVDA)$ A new all-time high is coming, and I have no plans to sell this stock anytime soon. Jensen keeps delivering for investors, and I'm ready for that record-breaking moment.

$NVIDIA(NVDA)$  Bears seem to be hoping the Fed sinks the market when a rate increase is announced. Hope alone doesn't really belong in investing. Trusting in someone like Jensen is a different story.