To The Moon

$Alphabet(GOOGL)$ It's a bit surprising no one really brings up the obvious point — these mega-companies wouldn't be pouring this much money into AI if they couldn't actually afford it.

$Alphabet(GOOG)$  $Alphabet(GOOGL)$ It feels like the market has suddenly decided Google isn't worth much anymore, mainly because of the heavy spending. But if you look at what Google is actually saying, they have 514 billion in backlog orders. The logic is that if they spend 200 billion in CapEx, they can capture that 514 billion in return, with about 257 billion of that expected in the next 24 months. The market seems to think Google's math is wrong here. To me, the market's take looks pretty shortsighted.

The early wave rewarded the chip builders and model makers. The next wave might come from companies that actually turn AI into products people use every day. It is starting to move beyond chatbots into gaming, live streaming, entertainment, robotics, and autonomous driving. $Huya Inc.(HUYA)$  recently rolled out its VAM 1.0, built for live real-time interaction on a platform that already has years of gaming and streaming data. If AI creators and virtual hosts go mainstream, companies with existing distribution could have a head start over those still searching for product-market fit. $NVIDIA(NVDA)$  $Tesla Motors(TSLA)$ 

$Alphabet(GOOGL)$  There are days that, looking back, you end up thinking you should have bought more. This one feels like a money-printing operation, plain and simple.

The market may be underestimating one hidden asset on Alphabet's balance sheet. Google's stake in Anthropic is now reportedly worth around $124B. Beyond search, Alphabet is building a much bigger AI ecosystem across cloud, models, infrastructure, and strategic investments. Short-term sentiment can move the stock, but the long-term AI positioning is what I'm watching. $Alphabet(GOOGL)$  remains one of the key AI names to follow.

$Microsoft(MSFT)$ It feels like the stock is sulking more because of the Google capex story than going up on the ServiceNow story. It got beaten from both sides all day. A good one to rip back to $398–400 soon.

$Microsoft(MSFT)$ It honestly seems like a great buy, and I'm a bit shocked it's trading anywhere near under 400. When it breaks through that level, the price could move up pretty quickly.

We saw a big momentum shift recently as the price reclaimed and held above $194. AI infrastructure and data center names are heating up again following the latest developments around $IREN Ltd(IREN)$  and $NEBIUS(NBIS)$ , with investors positioning ahead of upcoming earnings. If $NEBIUS(NBIS)$  can clear $214, the next upside levels to watch are $233 and then $250, especially if $Alphabet(GOOGL)$  signals continued aggressive CapEx spending. Zooming out, the bigger picture still looks compelling. After this entire pullback, it could still be a setup with potential targets around $300 to $380 going fo

Looking ahead, I'm focused on accumulating shares in hyperscale players like $Microsoft(MSFT)$ , $Alphabet(GOOGL)$ , and AMZN. It seems the market can't sustain a long-term rally on semiconductors alone. The next phase of growth might come from the mega-cap tech names that have been lagging. $Alphabet(GOOGL)$  is near its 50-week moving average, and $Microsoft(MSFT)$  is near its 200-week. The price action, chopping around and holding support, could be how funds accumulate positions quietly. They might want the narrative that hyperscalers are a dead trade while attention is on semis—which, to be fai

$Alphabet(GOOGL)$ $Alphabet(GOOG)$  I spent the entire last week creating and listening to one great song after another, each 15 seconds long, using Suno AI and to a lesser extent, Google's Lyria on Gemini. Before this experience, I hadn't even listened to a single song all year. I'd say my music taste is pretty average, and I honestly think this is the future of music—and soon, all content consumption: AI-generated material tailored to individual preferences. You won't have to wait a decade for Wintersun to release a new album anymore. Just feed a few songs into an AI app, describe the style you want, and you're set. The better your description, the better the re