$Microsoft(MSFT)$ From where I stand, in a few years we might see a lot of folks looking back and saying they can't believe they didn't buy more Microsoft at $385. Short-term sentiment can create noise for sure, but I think the long-term drivers for Microsoft are still solid—their AI infrastructure, cloud business, and enterprise ecosystem look strong. The best chances often come up when solid companies are out of favor for a bit.
$Rum Group Inc(RUM)$ $Reddit(RDDT)$ $Alphabet(GOOG)$ $GameStop(GME)$ 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.
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.