To The Moon

$Alphabet(GOOG)$  $Alphabet(GOOGL)$ Low-cost producers usually end up winning. Google has the lowest cost, while OpenAI and Anthropic are at the high end on costs.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$  There's no real reason for this kind of drop in Google's stock except people acting irrationally. Selling into it would just be the trap that makes others wealthier.

UBS started coverage on Cipher Mining Inc. ($Cipher Mining Inc.(CIFR)$ ) with a Buy rating and a $23 price target, pointing to 493 MW of signed high-performance computing (HPC) and AI leases with Google Cloud $Alphabet(GOOGL)$  $Alphabet(GOOG)$ , Fluidstack, and Amazon AMZN. That's a sizable infrastructure footprint and marks a real pivot for Cipher as it moves from being a pure-play crypto miner toward becoming a provider of scarce AI and institutional data center capacity. The market still seems to undervalue the pipeline, though attention looks like it's picking up. Analysts estimate the near-term leasing agreements alone account for roughly $1

$Microsoft(MSFT)$ Stifel upgraded Microsoft to Buy with a $575 price target, pointing to Azure acceleration and Copilot growth. They remain bullish on Azure momentum, Copilot adoption, and operating efficiencies driving further upside.

$Microsoft(MSFT)$ Oppenheimer raised its Microsoft price target to $570 from $515, keeping an Outperform rating after a recent headquarters meeting. The firm came away comfortable that its acceleration with capital discipline thesis for Microsoft remains intact. In Oppenheimer's view, Azure and M365 commercial can sustain business acceleration in FY27 as Copilot monetization remains strong, more compute capacity comes online, and customers increasingly standardize on Microsoft as the primary enterprise AI platform. Efficiency gains and capital discipline are also key focuses, yielding more predictable capex and positive free cash flow this year, unlike some hyperscaler peers.

$Microsoft(MSFT)$ Love it. PDSB and GPRO are also my two favorite small caps for the near future. Bullish on both.

Alphabet shares have fallen 15% from their May highs as investors question the company's position in artificial intelligence, but MoffettNathanson analyst Michael Nathanson argues Wall Street may be focusing too heavily on AI model rankings rather than Alphabet's broader cloud opportunity. Recent departures from Google DeepMind and delays to the Gemini 3.5 Pro model have raised concerns about Alphabet's ability to stay at the forefront of AI. Nathanson, however, believes Alphabet is pursuing a different strategy from AI-focused rivals such as OpenAI and Anthropic, with Google Cloud potentially representing a more important driver of long-term value. MoffettNathanson projects Google Cloud revenue could grow at a 48% compound annual growth rate through 2030, as businesses increasingly adopt

$Alphabet(GOOG)$ The House of Representatives passed a bill by a wide margin establishing rules for data centers, requiring corporations to cover 100% of energy costs so citizens pay nothing. The bill also includes additional federal compliance rules and regulations. The Senate votes next. Google should be well positioned.

$Microsoft(MSFT)$ At least it's a very low volume sell-off, so I'm holding my ground. This feels temporary. But the rate hike is frustrating — in my view, the economy and the stock market just didn't need this right now.

$Meta Platforms, Inc.(META)$ I sold calls too soon. Anyway, great run, well done to the bulls. The bears who were shorting this in the 500s had to be ignoring the growth here, especially with the stock under 20 PE. Same type of thinking seems to be sitting on $Alphabet(GOOG)$  right now - around 16 PE and it still can't lift its head up. Should run soon.