To The Moon

$Rum Group Inc(RUM)$ $Reddit(RDDT)$ $Alphabet(GOOG)$ $GameStop(GME)$ Tether's commitment to spend $250 million on Rumble Cloud and Rumble advertising is definitely having an impact. I'm seeing about 20% of the ads shown are related to Rumble Wallet. 2026 revenue is expected to be up 335%, in the $475 to $525 million range.

The narrative around compute "selling" seems a bit overdone for the neoclouds. From what I see, big tech is still constrained by power availability, not by a lack of demand. For instance, $Alphabet(GOOG)$  is already limiting internal allocations, which really highlights how tight supply is. Looking at $Meta Platforms, Inc.(META)$ , they're still sourcing bare metal from $CoreWeave, Inc.(CRWV)$  and $NEBIUS(NBIS)$ , which doesn't suggest they have excess capacity in the mid-term. A lot of the talk about "excess compute" might be misreading temporary capacity shifts at other AI players. The core bottle

$Alphabet(GOOG)$  It's already dropped from $404 to $353 before this news. The market tends to price things in ahead of time, so this could be a point to consider.

$Alphabet(GOOG)$ It has completed its technical consolidation phase on the chart and looks well-positioned for another leg higher. The price action has coiled tightly, signaling potential for a continuous upward expansion.

$Microsoft(MSFT)$ This sell-off was expected. Should bounce for a couple of days, then we go higher. First target is 420.

Volume is picking up as bulls push $Alphabet(GOOG)$  toward new highs. The focus remains on DeepMind's scaling efforts and dominance in ad-tech. If it holds support, the momentum looks set to continue.

$Alphabet(GOOG)$  Alphabet (via Google Quantum AI) has one of the most powerful and groundbreaking quantum computing offerings in the world, marked by their revolutionary Willow chip.

$Microsoft(MSFT)$ The picture speaks volumes. 20-year historical PE ratio compared to today's level. This feels like Google at the beginning of 2026.

$Alphabet(GOOG)$ Want to add more, but it's hard to justify when my last purchase was at $140. GOOG is just too strong, I guess.

$Alphabet(GOOG)$  According to GOOG-AI, there are three main reasons why Google Chronicle needs Sentinel One(S). First is endpoint firepower. Google Chronicle excels at data analytics and telemetry, but it lacks a proprietary, highly-rated endpoint agent to block attacks at the device level. Second is market momentum. Sentinel One(S) boasts over $1.1 billion in annual recurring revenue and a massive mid-market enterprise footprint that would instantly bolster Google's share against its primary rivals. Third is the cloud-native advantage. Sentinel One's Singularity platform and integrations with AWS could be relatively easily migrated to or mirrored on the Google Cloud Platform, forming a strong cloud-security sh