To The Moon

$Alphabet(GOOGL)$  This reminds me of how Microsoft moved before it took off. It would climb in premarket, then give it back at the open. That was a daily pattern for 3 months, and then it blew up. MSFT and GOOGL are major buys. Add NVDA to that as well.

$Alphabet(GOOGL)$  The AI selloff fear over the weekend turned out to be noise. GOOGL and AMZN announced billion-dollar AI deals after hours. AI stocks are ripping. CBRS is hitting 192 from the 181 adds, NBIS is hitting 224 from the 206 adds, and CRDO is hitting 166.29 from the 150/152 adds.

$Vertical Data Inc.(VDTA)$ Major AI infrastructure development paired with an extremely thin trading stock is quite a combination. The contemplated contract value is $192.1M, involving 1,024 Blackwell Ultra GPUs. If this starts getting picked up by the broader AI community, it could get interesting quickly.

$Alphabet(GOOGL)$  345C Sep 25 - $1,100,000 premium, $10/contract, 0.5x Vol/OI, spot $349.5. Large premium, repeat sweep. Dark flow, options flow.

$Alphabet(GOOGL)$ Back over the 200/10/21 area and now sitting at the 50-day MA. RSI and MACD look ready if price wants more. Updated chart.

Waymo launch in Las Vegas, 500,000 rides per week. Damn. $Alphabet(GOOGL)$ 

$Meta Platforms, Inc.(META)$ $Alphabet(GOOGL)$  is eating OpenAI and Anthropic's lunch. Undercutting the price per token is just the start.

Premarket action on the top 20 Nasdaq 100 stocks so far: most of the pressure is on chips, while hyperscalers are seeing some gains. $Meta Platforms, Inc.(META)$  $Alphabet(GOOGL)$  $iShares Semiconductor ETF(SOXX)$  $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$ 

$NVIDIA(NVDA)$ Noticing $Alphabet(GOOGL)$  and $Meta Platforms, Inc.(META)$  are rallying because their AI efforts are going to accelerate, not slow down. Only idiots would believe OpenAI and Claude are actually going to slow down.

$Alphabet(GOOGL)$ I've been gradually building a core position in GOOGL. My accumulated average price is $351.72. I sell covered calls with 7 DTE and roll them each week. I also keep 360/370 call credit spreads active every week.