$Alphabet(GOOGL)$ Google is down because they released a new product. That doesn't make much sense to me. It should be the other way around. I was expecting it to go to $360.
$Microsoft(MSFT)$ Fundamentals still look strong overall—solid revenue growth around 18% recently, healthy operating margins, Azure/cloud momentum, and a large commercial backlog. Most analysts are keeping Buy or Strong Buy ratings, with average price targets implying moderate upside, often in the mid-$500s or higher. Patience pays.
$Microsoft(MSFT)$ Software stocks had a strong quarter, bouncing back as concerns about AI disrupting traditional software names faded. The iShares Expanded Tech-Software ETF rose 17%, while the iShares Semiconductor ETF fell 11%, showing money rotating out of some chip names that had run hard. Salesforce gained 46%, with investors treating AI as more of a growth driver now, helped by the Claude integration through Claudeforce, solid quarterly results, and buybacks. Jim Cramer thinks Salesforce still has upside and was also positive on Microsoft, which added 37%, pointing to strong Copilot demand, accelerating Azure growth, and early signs that data-center spending is starting to pay off. Workday and Veeva were up 55% and 60%, and CrowdStrike
$Alphabet(GOOGL)$ is worth watching for a breakout. Price is at $338.24, with volume running above average. Strength in Gemini AI adoption and cloud growth continues to fuel bullish sentiment heading into next earnings. Resistance sits at $345, support at $328. A clean break above $345 on strong volume could open the door to fresh all-time highs. If it gets rejected at resistance with fading volume, shares could fall back to retest the $328 support zone. What I'm watching: a volume-backed close above resistance to confirm the next leg higher.
$Alphabet(GOOGL)$ I think the story is being read the wrong way. If they are using other models, it's only for research purposes to improve their own model. I'm still adding at this discount.
The part of the AI trade nobody likes to talk about right now: Big Tech is pouring hundreds of billions into data centers, and chipmakers are printing record cash. But where is the actual enterprise ROI for companies buying the software? We're funding the biggest infrastructure buildout ever on the promise of future monetization. Is this a 1999 telecom-style overbuild, or is it genuinely different? $NVIDIA(NVDA)$ $Microsoft(MSFT)$ $Palantir Technologies Inc.(PLTR)$
$Microsoft(MSFT)$ On the daily chart, price has broken out of an inverse head and shoulders pattern within an ascending triangle, and it's now backtesting the descending neckline.
$Alphabet(GOOGL)$ I add a chunk on red days and average down every 1% when I can. If it drops 5%, I double down. Then I wait for a pop and sell for profit. It's almost criminal how easy it is. I've worked my whole life, and the idea that a few clicks can make $2,000-$3,000 a month is unreal.
$Alphabet(GOOGL)$ This thing is rolling right through 365 on its way to 400, and from there it could push toward 450. I don't have much patience for sellers, bears, or call sellers standing in the way.