To The Moon

$Alphabet(GOOG)$ Quiet strength. To me, it's still one of the most underappreciated AI plays.

$Microsoft(MSFT)$  Back in 1993, I picked up 25 MSFT shares for $1,846, with a $71 commission. Now it's worth over $400k! Still washing dishes and living in my car. Hold tight and let time do its thing.

$Alphabet(GOOG)$  While gaps on a chart aren't our favorite thing, and we have one today, the positive side is that it forces sellers who sold lower to scramble and buy back at even higher prices if they want back in. If not, well, that's their choice, and I say good riddance. I don't expect this gap to fill, regardless of any geopolitical speculation out there.

$Alphabet(GOOG)$  Google makes up over 50% of my portfolio. Good to see it back above $300.

$Alphabet(GOOG)$ Wow, I just found out Google's investment in SpaceX is worth $150 billion. I guess that covers their AI spending. Not selling a single share!

$Alphabet(GOOG)$ The uneven search that was under threat is gaining ground. Turning lemon into lemonade. I am rather optimistic about Google.

$Alphabet(GOOG)$ I tend to think that if the Magnificent 7 has lower valuation than the other 493, the tech trade could revive.

$Alphabet(GOOG)$ If cloud keeps accelerating, people might stop crying about capex. This could quietly grind higher.

$Alphabet(GOOG)$  It did not even retest the support at 297. This looks good.

$Microsoft(MSFT)$ We have started to see a bid within the mag 7. Investors are aiming for safety by buying energy and consumer staples, but in doing so have made the tech sector cheap in terms of PE, now cheaper than energy. I tend to think we will see a rotation back once investors realise the mag 7 is the flight to safety.