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.
$Meta Platforms, Inc.(META)$ Muse is going to take over everything. Zuckerberg is coming for all the brightest, most intelligent CEOs — MDB, GOOGL, MSFT.
$Alphabet(GOOGL)$ Google could end up being the first company to build data centers in space. That would be pretty wild, and definitely a bullish scenario.