To The Moon

$Microsoft(MSFT)$ $ just served yet another reminder why it belongs in every growth portfolio. With Q1 FY26 earnings blowing past expectations, the company’s AI-cloud strategy is not theory anymore — it’s execution in overdrive. Reuters+3Seeking Alpha+3Meyka+3And the Fact is $Microsoft(MSFT)$ reported robust top-line growth and maintained strong cash flow, even in a volatile tech market.the impact is analysts kept the “Buy” rating despite short-term softness, signaling that the market is overlooking the long-term engine: Azure + AI + enterprise productivity. Hence consider setting a watch-entry near the recent pullback, or adding on weakness — this is less about timing and more about time-in-the-market.Wi

Core Lithium looks like it’s getting off the bench and warming up Finniss again. They’ve bulked up reserves, raised some fresh cash, and are talking like they’re “well-capitalised” heading into a restart call. The underground plan should mean longer life and a cleaner cost base, but let’s be real—the next thing that actually matters is the FID. After that, it’s all about the nuts and bolts: where lithium prices settle, what kind of offtake terms they can nail down (index-linked or not), and whether the ramp runs on time instead of tripping over delays.My read? Near term this isn’t a fireworks show, it’s a slow grind higher if the drip of headlines breaks their way—FID, a credible buyer, visible site work—assuming the lithium tape doesn’t roll over. Stretch the lens to a year and the stock