To The Moon

$Alphabet(GOOG)$ I think Google is likely to succeed in its goal of sovereignty. It might not “kill” NVIDIA in the open market, but it is successfully building a private “AI island.” This approach is significantly cheaper and more scalable than anything its competitors can buy off the shelf.

600So easy. Undervalued. Smart money bought shares around $450. Now smart retailers are following at around $500. Then the chasers FOMO start at $550-$600.

$Alphabet(GOOG)$ Warsh is impressive and deserves to lead the Fed from day one. Trump needs to withdraw the absurd allegations against Powell so we can move forward with the nominee appointment. Further delays by the Administration in this self-inflicted nonsense will only harm America.

$Microsoft(MSFT)$ The double bottom pattern is in, and the price could return to the $500 range.

$Alphabet(GOOG)$ Barron's notes why $Meta Platforms, Inc.(META)$  and $Alphabet(GOOGL)$  aren't big tobacco, even though WS is acting as if they are.

$Alphabet(GOOG)$  Google DeepMind introduces Lyria 3 Pro for ai music creation.

$Alphabet(GOOG)$ $Alphabet(GOOGL)$  has won and is winning many big contracts for cloud.

$Alphabet(GOOG)$ Uber founder Travis Kalanick states that Waymo is 'obviously ahead' of Tesla in the self-driving race.

$Alphabet(GOOG)$ Docmorris has partnered with Gemini and has approximately 11 million active users. Docmorris uses Gemini for symptom checks and to simplify prescriptions.

It is hard to remain bearish on $Microsoft(MSFT)$  when cloud and AI are still this strong. These dips usually do not feel permanent.