$Alphabet(GOOG)$ Up 9 points before the open. Shorts are getting squeezed out here, and the stock looks set to keep pushing toward 485. Strong buy, bullish setup.
$Rezolve AI(RZLV)$ Brinks is probably wishing he had held onto AMD. He went long AMD back in 2014 and 2016 at roughly a $3 average cost, and eventually sold in the $200 range. He also made around 50% on his $Esperion Therapeutics(ESPR)$ position. I know he has started a position in RZLV as well, which he has shown on his Twitter account. Canyon got a group of us looking at RZLV after the $Alphabet(GOOG)$ Google partnership news and the subsequent earnings drop. The more I dig into it, the more compelling the valuation looks. RZLV is arguably one of the most undervalued AI stocks out there. The company is growing revenue at an incredible rate, wit
$Alphabet(GOOG)$ It's not just about AI models themselves, but how AI gets used. The real monetization comes from utilization of AI. Google is one of the enterprises with the most to gain from that perspective. AI models could slow down, though I doubt that. But utilization of AI models won't, whether it's humanoid robotics, land and air robotics, drug innovations, or solving environmental issues.
$Alphabet(GOOG)$ This one is trading down again, and it feels like an obvious call. Compared to its peers, it looks undervalued. I am accumulating and sitting back. Today is a buying day for me, not a selling day. The Fed will not raise rates. Higher rates would wreck an economy that is already not doing much for workers.
A big settlement with Samsung just came through, and a lot of these companies are using their technology. That part seems pretty clear. $Micron Technology(MU)$ and $Alphabet(GOOG)$ are undoubtedly huge, and whatever the settlements end up being won't make much of a dent in them anyway, but they did infringe and they will settle or be held accountable in court at some point over the next few years. If that sounds wrong, we'll just have to wait and see.
CrowdStrike announced new Falcon platform capabilities within Google Cloud's enterprise AI ecosystem, expanding cybersecurity protection for organizations building and operating AI applications. Falcon Guardian is being extended through Google Agent Gateway to provide runtime protection against threats such as prompt injection, sensitive data leakage, and malicious AI activity, while offering continuous visibility into AI agents and applications. CrowdStrike is also bringing Falcon to Gemini Enterprise through Falcon MCP, Charlotte AI, and Falcon Shield, integrating its threat intelligence into Gemini-powered workflows and strengthening AI governance through Google Cloud's Agent Registry. The company is further developing Falcon on regional Google Cloud infrastructure, giving customers gre