To The Moon

$Alphabet(GOOG)$ J.P. Morgan analyst Doug Anmuth's take: Google remains their top overall pick, and they believe shares will continue to go higher on both earnings revisions and multiple expansion.

600If Azure can keep up that 40% growth, by year-end, the outlook looks pretty clear to me.

$Microsoft(MSFT)$  No need to be too nervous about MSFT. I'd rather hold MSFT than GOOGL or NVDA. Buying now does feel risky, but MSFT still has plenty of room to run, potentially to the 5xx range.

$Alphabet(GOOG)$  Noting that a Goldman Sachs analyst sees more upside in big tech than in chip makers.

$Alphabet(GOOG)$  Google is like a combination of Nvidia (chips), Meta (YouTube, social media), Search (with no real competitor except maybe Microsoft), AI (like ChatGPT, Claude), Android, and more. From my perspective, it should be worth a market cap of 9-10 trillion dollars.

$Microsoft(MSFT)$ Just stay calm. After-hours movement doesn't mean much. I think we'll likely see green soon.

$Alphabet(GOOG)$  I always believed in Google. Thanks for giving me generational wealth.

$Microsoft(MSFT)$  Give it a bit of time and see if it swings up. Shorts might be in for a lesson.

$Alphabet(GOOG)$ According to Citi, Anthropic—not OpenAI—will lead the $4.2 trillion AI market boom by 2030.

$Alphabet(GOOG)$ Instead of stock buybacks, Google's decision to invest in Anthropic was a great one. All $40 billion of it. Responsible CEO and board. Your money at work.