To The Moon

$Advanced Micro Devices(AMD)$ Setting up nicely for $600 ER run then $680+ on earnings beat and forward guidance raise. $Meta Platforms, Inc.(META)$  $Microsoft(MSFT)$  $Cerebras Systems(CBRS)$  $Cisco(CSCO)$ 

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ Intel raised their capex as well. Makes Google's move look less isolated now. The stock feels completely oversold. Not complaining about getting shares at these levels though. $Intel(INTC)$ 

$Microsoft(MSFT)$ At this point it feels like everyone expects a beat followed by a sell-off on earnings. I sold a very small amount just to have something ready in case that happens. Looking back at the charts and seeing those past lows, you can't help but wish you had been buying back then. I'm picking up my ticket now.

$Alphabet(GOOG)$ That's a massive scale of growth. Google Cloud posted $25 billion in revenue for Q2, which is up 82% year-over-year.

$Alphabet(GOOG)$ It's one of the most straightforward picks out there. You get exposure to Anthropic, YouTube, Waymo, Maps, Search, Cloud, AI, plus a bunch of other investments we probably aren't even aware of yet. The earnings are set to be strong.

$Microsoft(MSFT)$ Finally back above 400. It would be good to see it hold that level.

$Alphabet(GOOG)$ I'm pretty confident GOOG will beat its record again. The market just seems to be waiting for some kind of move from Trump. I think there's a good chance he'll push something like TACO again to try and drive the market higher.

$Microsoft(MSFT)$  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