To The Moon

After years of lackluster performance, $Moderna, Inc.(MRNA)$ share price posted double-digit gains in January this year. The biotech firm, which rose to fame during the pandemic for its mRNA technology and the rapid development of a COVID-19 vaccine, has in recent years been hamstrung by two of its core pillars: the U.S. government terminated approximately $500 million in funding for mRNA vaccine development last year, while plummeting demand for its COVID-19 vaccine has left revenues a far cry from their peak levels. The company’s recent developments have been a mixed bag: its respiratory syncytial virus (RSV) vaccine was approved for commercial use in 2024, yet its cytomegalovirus (CMV) vaccine candidate failed in Phase III clinical trials just

1. This is exactly what I mean when I say Zuck shouldn’t try to build his own chips. Right now $Meta Platforms, Inc.(META)$ has deals with $Advanced Micro Devices(AMD)$ , $NVIDIA(NVDA)$ & now $Alphabet(GOOGL)$ and can play them against each other while preserving: • Supply security (not dependent on any single vendor's fab capacity) • Cost leverage (vendors compete on price when real alternatives exist) • Architectural flexibility (training, inference & custom workloads matched to the right silicon) Why internalize the risk when you can externalize the competition? Image 2.

Hello everyone! Today i want to share some technical analysis with you! 1. $AST SpaceMobile, Inc.(ASTS)$ This looks familiar Image 2. $Duolingo, Inc.(DUOL)$ down 83% in 9 months. Impressive work. Image 3. $Eos Energy Enterprises Inc.(EOSE)$ missing guidance then saying "trust us" on overly ambitious guidance is a bold strategy. Image 4. BREAKING: Netflix walks away from Warner Bros. Discovery, says deal no longer makes financial sense $Netflix(NFLX)$ 🟩 +10.31% Image 5. $MasterCard(MA)$ at 30x P/E has a perfect batting average. Image For SG users only, Welcome to open a CBA today a

While the healthcare sector has underperformed the broader market in recent years, there are still plenty of stocks with long-term investment value within the industry. $Regeneron Pharmaceuticals(REGN)$ , a leading enterprise in the biotech space, is well-positioned to outperform the market over the next decade, backed by its core product strengths and a robust research and development (R&D) pipeline. Core Growth Driver Maintains Strong Momentum Dupixent currently stands as the company’s most critical product driving revenue growth. Co-developed with Sanofi, this drug has been approved for indications such as atopic dermatitis and holds a leading position in its therapeutic areas. In 2024, Dupixent achieved a major milestone with the approval

Seeking out stocks trading well below analysts’ average target prices is often an effective way to uncover potential new additions to an investment portfolio. Investors should certainly not rush into buying based solely on this metric and need to conduct further in-depth research. Yet using it as a starting point for screening can help you quickly zero in on targets poised for substantial gains in the future. Wall Street is currently quite bullish on two stocks: $IONQ Inc.(IONQ)$ and $SoundHound AI Inc(SOUN)$ . Analysts covering IonQ have set an average target price of $74.89 for the stock, which is currently trading at around $33.30. This translates to a staggering potential upside of 125% based on the t

1. $Alphabet(GOOGL)$ CLOUD HAS A RULE-OF-40 SCORE OF 78 Google spent a decade building TPUs before anyone cared about custom AI chips, built BigQuery before enterprises modernized data stacks & kept investing in Gemini while the market fixated on OpenAI. Now those bets are converging into a full-stack AI platform of custom silicon (TPUs), data (BigQuery), models (Gemini), enterprise AI (Vertex) & global network infrastructure. No other company has all five at scale and it’s the only credible $NVIDIA(NVDA)$ alternative. Image 2. $NVIDIA(NVDA)$ is re-entering the laptop market this year by pushing CUDA onto AI PCs. Margins won’t look like data center but N

Hello everyone! Today i want to share some technical analysis with you! 1. $SoFi Technologies Inc.(SOFI)$ Something just happened for the first time ever on this chart... Read Below! 1st Fun fact: The most consecutive red weekly candle closes in a row is five back in December of 2021. Price moved up 12.56% from the 5th red week's close to the local high within 2 weeks. 2nd Fun fact: There have been 6 different times in which price has had 4 red weekly candle closes 4 in a row. Here are the returns within 2 weeks from the 4th red weekly candle close to the high: July '21 (within 1 week): +9.40% March '22 (within 1 weeks): 17.08% May '22 (within 1 week): +17.16% Sept '22 (within 2 weeks): +15.85% March '25 (within 2 weeks): +15.16% December '25-Jan

Hello everyone! Today i want to share some technical analysis with you! 1. $Utilities Select Sector SPDR Fund(XLU)$ pressing range highs as utilities go on breakout watch into next week. Image 2. $iShares 20+ Year Treasury Bond ETF(TLT)$ is breaking out just as Washington may have to refund up to $175B in tariff revenue. Image 3. $Lockheed Martin(LMT)$ There are few things Red and Blue politicians agree on, except funding trillions in defense spending. Image 4. Even the bears are bullish on $NVIDIA(NVDA)$ Street low: $215 (+13%) Median: $265 (+40%) Average: $268 (+41%) Street high: $352 (+85%) Image Trading at a $4.6T marke

The selloff in cybersecurity after Anthropic announced Claude Code Security is a perfect example of the market reacting to a headline instead of the actual product. This is what the real security stack looks like: Identity & Access (who/what is allowed to act in production) • $Zscaler Inc.(ZS)$ controls agent access & traffic across apps + networks • $Okta Inc.(OKTA)$ manages identity & access for humans + machine agents Endpoint & Workload Security (what runs on machines) • $SentinelOne, Inc(S)$ protects the machines & workloads agents run on • $CrowdStrike Holdings, Inc.(CRWD)$ is the interactive respons

Hello everyone! Today i want to share some technical analysis with you! 1. $Bitcoin(BTC.USD.CC)$ & $Hut 8 Mining Corp(HUT)$ HUT 8 Ran 200% without Bitcoin. Now add Bitcoin. Image 2. $Microsoft(MSFT)$ Analysts want $600. Insiders are buying the 200-week. Image 3. $iShares MSCI Brazil ETF(EWZ)$ Reminder: Druckenmiller is long Brazil as EWZ snaps a 14-year downtrend. Image 4. $iShares MSCI Emerging Markets ETF(EEM)$ The bigger the base... Image 5. $United Parcel Service Inc(UPS)$ has been delivering everything but shareholder returns

Hello everyone! Today i want to share some trading ideas with you! 1. $Alphabet(GOOGL)$ trying to build a TPU ecosystem outside of GCP by exploring spinning TPU into standalone unit while financing third-party data center partners to compete with $NVIDIA(NVDA)$ stack. That includes investing ~$100M in Fluidstack at ~$8B valuation & backing projects tied to $Leverage Shares 2X Long CIFR Daily ETF(CIFG)$ , $Hut 8 Mining Corp(HUT)$ & $TeraWulf Inc.(WULF)$ to drive TPU demand. Image 2. $CoreWeave, Inc.(CRWV)$ down ~12% after reports

Hello everyone! Today i want to share some technical analysis with you! 1. $Alphabet(GOOG)$ Double bottom in the making? Image 2. $SanDisk Corp.(SNDK)$ Insert David Goggins meme because this thing has no chill. Image 3. While some traders were trying to short the tariff news today... ORB traders went 3-for-3 on the indexes. $SPDR S&P 500 ETF Trust(SPY)$ +3R ✅ Image 4. $iShares 20+ Year Treasury Bond ETF(TLT)$ Peek-a-boo. Image 5. $Netflix(NFLX)$ Generational entry loading on NFLX? 🍿 Image For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up

Hello everyone! Today i want to share some trading ideas with you! 1. $Alphabet(GOOG)$ Cloud grew 48% last quarter with a $240B backlog and now we know why. Gemini 3.1 Pro just took the #1 spot across multiple agentic AI and coding benchmarks. Image 2. $AppLovin Corporation(APP)$ is planning to launch its own next-gen social media platform after its TikTok bid failed. Management says the goal is to build proprietary organic traffic on top of AppLovin’s ad tech reversing $Meta Platforms, Inc.(META)$ playbook of building traffic first and monetizing later. Image 3. $Amazon.com(AMZN)$ ($717B) just passed

Hello everyone! Today i want to share some technical analysis with you! 1. $LightPath(LPTH)$ Hard move up off the volume shelf this week. Image 2. $SPDR S&P 500 ETF Trust(SPY)$ The last 2.5 months of price action... Image 3. $Ondas Holdings Inc.(ONDS)$ Starting to move up off the shelf. Image 4. $SoFi Technologies Inc.(SOFI)$ This area has been good for 4-5% upside the last two weeks. Image 5. $Hims & Hers Health Inc.(HIMS)$ Over the last 14 days, price has closed red 13 of those. Crazy Image For SG users only, Welcome to open a CBA today and enjoy access to a trading lim

Hello everyone! Today i want to share some technical analysis with you!! 1. $NVIDIA(NVDA)$ Why fight dilution when you can delete it? Image 2. Look how they massacred my boy. $Adobe(ADBE)$ 40-year trendline shattered. Image 3. Welcome to the 2025 IPO graveyard. 🪦💐 $Circle Internet Corp.(CRCL)$ -80% $Figma(FIG)$ -82% $Klarna Group plc(KLAR)$ -76% $Bullish(BLSH)$ -73% Image 4. $Lockheed Martin(LMT)$ Congress loaded the base. Now geopolitical tensions heat up. Some things just make sense. Image 5. B

Hello everyone! Today i want to share some trading ideas with you! 1. India data center firm Yotta is building a $2B+ AI compute hub powered by $NVIDIA(NVDA)$ Blackwell Ultra under a $1B+ 4-year DGX Cloud deal. Another large-scale AI factory is coming online in APAC by August extending Nvidia’s platform footprint beyond U.S. hyperscalers. Image 2. What’s more, $NVIDIA(NVDA)$ CEO Jensen Huang says Nvidia is preparing new chips for GTC 2026 “the world has never seen before.” Signals Nvidia’s product cadence is still accelerating even as Blackwell and Rubin are just ramping. 3. At the same time, $Alphabet(GOOGL)$ is building new subsea fiber routes linking India wi

Hello everyone! Today i want to share some technical analysis with you! 1. In the last 12 months: $Hims & Hers Health Inc.(HIMS)$ stock: -73% Insider sells: $168.7M Insider buys: $0 Where's the conviction? Image 2. $Invesco QQQ(QQQ)$ Weekly TTM Squeeze hasn't lasted this long since 2023. Ticking time bomb. Image 3. $Carvana Co.(CVNA)$ DRIVING STRAIGHT OFF A CLIFF Image 4. 🟢 $Figma(FIG)$ +17% EARNINGS RIPPER Image 5. $DoorDash, Inc.(DASH)$ It all makes sense now. Image 6. Aerospace & Defense was the theme pre-market. $Rocket Lab USA, I

Hello everyone! Today i want to share some trading ideas with you! 1. • The “SaaSpocalypse” 2026: legacy SaaS gets repriced as the plumbing layer in an agentic AI stack • Where value is migrating in the Agentic AI Stack: orchestration, security, connectivity, and data • Cyber picks for the agentic era: $CrowdStrike Holdings, Inc.(CRWD)$ as the interaction layer for agents, $Rubrik Inc.(RBRK)$ as the “undo button” for agents & $Zscaler Inc.(ZS)$ as the control plane for agent traffic • Why AI systems can’t function without clean, well-organized data: $Snowflake(SNOW)$ , $MongoDB Inc

Hello everyone! Today i want to share some technical analysis with you! 1. $ARK Innovation ETF(ARKK)$ clean risk-on / risk-off gauge here. Reclaim the neckline → risk back on. Reject and roll over → risk back off. Image 2. $NVIDIA(NVDA)$ Tech leaders on the edge. 13 straight earnings beats on the line. Next week decides everything. Image 3. Not every ORB break is the same. Context is everything. $Wal-Mart(WMT)$ swept Friday’s high at the open, failed instantly, then lost the range. Liquidity grab → reversal → ORB breakdown. That’s when shorts press. Image 4. $ulta beauty(ULTA)$ Never underestimate the power of women and t

Hello everyone! Today i want to share some trading ideas with you! 1. $Meta Platforms, Inc.(META)$ , $Alphabet(GOOGL)$ , $Microsoft(MSFT)$ & $Amazon.com(AMZN)$ are racing to own the AI infrastructure layer because whoever owns the compute owns the toll booth of the next digital economy. Build the platform first then let the ecosystem build on top and capture margin on every workload that runs through your stack. Image 2. $Advanced Micro Devices(AMD)$ partners with one of India’s largest IT services firms Tata Consultancy to deploy Helios rack-scale AI infrastructure. This is

After years of lackluster performance, $Moderna, Inc.(MRNA)$ share price posted double-digit gains in January this year. The biotech firm, which rose to fame during the pandemic for its mRNA technology and the rapid development of a COVID-19 vaccine, has in recent years been hamstrung by two of its core pillars: the U.S. government terminated approximately $500 million in funding for mRNA vaccine development last year, while plummeting demand for its COVID-19 vaccine has left revenues a far cry from their peak levels. The company’s recent developments have been a mixed bag: its respiratory syncytial virus (RSV) vaccine was approved for commercial use in 2024, yet its cytomegalovirus (CMV) vaccine candidate failed in Phase III clinical trials just

1. This is exactly what I mean when I say Zuck shouldn’t try to build his own chips. Right now $Meta Platforms, Inc.(META)$ has deals with $Advanced Micro Devices(AMD)$ , $NVIDIA(NVDA)$ & now $Alphabet(GOOGL)$ and can play them against each other while preserving: • Supply security (not dependent on any single vendor's fab capacity) • Cost leverage (vendors compete on price when real alternatives exist) • Architectural flexibility (training, inference & custom workloads matched to the right silicon) Why internalize the risk when you can externalize the competition? Image 2.

Hello everyone! Today i want to share some technical analysis with you! 1. $AST SpaceMobile, Inc.(ASTS)$ This looks familiar Image 2. $Duolingo, Inc.(DUOL)$ down 83% in 9 months. Impressive work. Image 3. $Eos Energy Enterprises Inc.(EOSE)$ missing guidance then saying "trust us" on overly ambitious guidance is a bold strategy. Image 4. BREAKING: Netflix walks away from Warner Bros. Discovery, says deal no longer makes financial sense $Netflix(NFLX)$ 🟩 +10.31% Image 5. $MasterCard(MA)$ at 30x P/E has a perfect batting average. Image For SG users only, Welcome to open a CBA today a

Seeking out stocks trading well below analysts’ average target prices is often an effective way to uncover potential new additions to an investment portfolio. Investors should certainly not rush into buying based solely on this metric and need to conduct further in-depth research. Yet using it as a starting point for screening can help you quickly zero in on targets poised for substantial gains in the future. Wall Street is currently quite bullish on two stocks: $IONQ Inc.(IONQ)$ and $SoundHound AI Inc(SOUN)$ . Analysts covering IonQ have set an average target price of $74.89 for the stock, which is currently trading at around $33.30. This translates to a staggering potential upside of 125% based on the t

While the healthcare sector has underperformed the broader market in recent years, there are still plenty of stocks with long-term investment value within the industry. $Regeneron Pharmaceuticals(REGN)$ , a leading enterprise in the biotech space, is well-positioned to outperform the market over the next decade, backed by its core product strengths and a robust research and development (R&D) pipeline. Core Growth Driver Maintains Strong Momentum Dupixent currently stands as the company’s most critical product driving revenue growth. Co-developed with Sanofi, this drug has been approved for indications such as atopic dermatitis and holds a leading position in its therapeutic areas. In 2024, Dupixent achieved a major milestone with the approval

Hello everyone! Today i want to share some technical analysis with you! 1. $SoFi Technologies Inc.(SOFI)$ Something just happened for the first time ever on this chart... Read Below! 1st Fun fact: The most consecutive red weekly candle closes in a row is five back in December of 2021. Price moved up 12.56% from the 5th red week's close to the local high within 2 weeks. 2nd Fun fact: There have been 6 different times in which price has had 4 red weekly candle closes 4 in a row. Here are the returns within 2 weeks from the 4th red weekly candle close to the high: July '21 (within 1 week): +9.40% March '22 (within 1 weeks): 17.08% May '22 (within 1 week): +17.16% Sept '22 (within 2 weeks): +15.85% March '25 (within 2 weeks): +15.16% December '25-Jan

1. $Alphabet(GOOGL)$ CLOUD HAS A RULE-OF-40 SCORE OF 78 Google spent a decade building TPUs before anyone cared about custom AI chips, built BigQuery before enterprises modernized data stacks & kept investing in Gemini while the market fixated on OpenAI. Now those bets are converging into a full-stack AI platform of custom silicon (TPUs), data (BigQuery), models (Gemini), enterprise AI (Vertex) & global network infrastructure. No other company has all five at scale and it’s the only credible $NVIDIA(NVDA)$ alternative. Image 2. $NVIDIA(NVDA)$ is re-entering the laptop market this year by pushing CUDA onto AI PCs. Margins won’t look like data center but N

Hello everyone! Today i want to share some technical analysis with you! 1. $Utilities Select Sector SPDR Fund(XLU)$ pressing range highs as utilities go on breakout watch into next week. Image 2. $iShares 20+ Year Treasury Bond ETF(TLT)$ is breaking out just as Washington may have to refund up to $175B in tariff revenue. Image 3. $Lockheed Martin(LMT)$ There are few things Red and Blue politicians agree on, except funding trillions in defense spending. Image 4. Even the bears are bullish on $NVIDIA(NVDA)$ Street low: $215 (+13%) Median: $265 (+40%) Average: $268 (+41%) Street high: $352 (+85%) Image Trading at a $4.6T marke

The selloff in cybersecurity after Anthropic announced Claude Code Security is a perfect example of the market reacting to a headline instead of the actual product. This is what the real security stack looks like: Identity & Access (who/what is allowed to act in production) • $Zscaler Inc.(ZS)$ controls agent access & traffic across apps + networks • $Okta Inc.(OKTA)$ manages identity & access for humans + machine agents Endpoint & Workload Security (what runs on machines) • $SentinelOne, Inc(S)$ protects the machines & workloads agents run on • $CrowdStrike Holdings, Inc.(CRWD)$ is the interactive respons

Hello everyone! Today i want to share some technical analysis with you! 1. $Bitcoin(BTC.USD.CC)$ & $Hut 8 Mining Corp(HUT)$ HUT 8 Ran 200% without Bitcoin. Now add Bitcoin. Image 2. $Microsoft(MSFT)$ Analysts want $600. Insiders are buying the 200-week. Image 3. $iShares MSCI Brazil ETF(EWZ)$ Reminder: Druckenmiller is long Brazil as EWZ snaps a 14-year downtrend. Image 4. $iShares MSCI Emerging Markets ETF(EEM)$ The bigger the base... Image 5. $United Parcel Service Inc(UPS)$ has been delivering everything but shareholder returns

Hello everyone! Today i want to share some trading ideas with you! 1. $Alphabet(GOOGL)$ trying to build a TPU ecosystem outside of GCP by exploring spinning TPU into standalone unit while financing third-party data center partners to compete with $NVIDIA(NVDA)$ stack. That includes investing ~$100M in Fluidstack at ~$8B valuation & backing projects tied to $Leverage Shares 2X Long CIFR Daily ETF(CIFG)$ , $Hut 8 Mining Corp(HUT)$ & $TeraWulf Inc.(WULF)$ to drive TPU demand. Image 2. $CoreWeave, Inc.(CRWV)$ down ~12% after reports

Hello everyone! Today i want to share some technical analysis with you! 1. $Alphabet(GOOG)$ Double bottom in the making? Image 2. $SanDisk Corp.(SNDK)$ Insert David Goggins meme because this thing has no chill. Image 3. While some traders were trying to short the tariff news today... ORB traders went 3-for-3 on the indexes. $SPDR S&P 500 ETF Trust(SPY)$ +3R ✅ Image 4. $iShares 20+ Year Treasury Bond ETF(TLT)$ Peek-a-boo. Image 5. $Netflix(NFLX)$ Generational entry loading on NFLX? 🍿 Image For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up

Hello everyone! Today i want to share some technical analysis with you! 1. $ARK Innovation ETF(ARKK)$ clean risk-on / risk-off gauge here. Reclaim the neckline → risk back on. Reject and roll over → risk back off. Image 2. $NVIDIA(NVDA)$ Tech leaders on the edge. 13 straight earnings beats on the line. Next week decides everything. Image 3. Not every ORB break is the same. Context is everything. $Wal-Mart(WMT)$ swept Friday’s high at the open, failed instantly, then lost the range. Liquidity grab → reversal → ORB breakdown. That’s when shorts press. Image 4. $ulta beauty(ULTA)$ Never underestimate the power of women and t

Hello everyone! Today i want to share some technical analysis with you! 1. In the last 12 months: $Hims & Hers Health Inc.(HIMS)$ stock: -73% Insider sells: $168.7M Insider buys: $0 Where's the conviction? Image 2. $Invesco QQQ(QQQ)$ Weekly TTM Squeeze hasn't lasted this long since 2023. Ticking time bomb. Image 3. $Carvana Co.(CVNA)$ DRIVING STRAIGHT OFF A CLIFF Image 4. 🟢 $Figma(FIG)$ +17% EARNINGS RIPPER Image 5. $DoorDash, Inc.(DASH)$ It all makes sense now. Image 6. Aerospace & Defense was the theme pre-market. $Rocket Lab USA, I

Hello everyone! Today i want to share some technical analysis with you! 1. Looking launchy $SPDR Gold ETF(GLD)$ Image 2. $iShares Silver Trust(SLV)$ Volume shelf technically still valid here. Image 3. $QXO Inc(QXO)$ One of the stronger names in the market his year. Gap fills above at $59 Image 4. $Zeta Global Holdings Corp.(ZETA)$ Testing the diagonal trend zone going into mid February. Image 5. $CoreWeave, Inc.(CRWV)$ Actually stabilizing pretty well here. Volume gap above up to the $130 area. Image For SG users only, Welcome to open a CBA today and enjoy access to a trading limit

Hello everyone! Today i want to share some technical analysis with you! 1. $Alphabet(GOOG)$ $Alphabet(GOOGL)$ Weekly MACD downside crosses have been a pretty good signal for bigger downside moves over the last couple years. Google has been definitely responsible for partially holding up the market. Image 2. $Spotify Technology S.A.(SPOT)$ Finally found potential support at the December 2022 pivot VWAP zone after almost a 50% drawdown. Image 3. $Opendoor Technologies Inc(OPEN)$ Interesting setup here. Image 4. $Ondas Holdings Inc.(ONDS)$ Coiled up MACD curls + volume shelf/volum

Hello everyone! Today i want to share some technical analysis with you! 1. $Exxon Mobil(XOM)$ Weekly shooting star. Capitulation Finder firing. Highest RSI since 2011. If you’ve been riding XOM, proceed with caution. Image 2. $S&P 500(.SPX)$ The multi-year channel resistance lines up perfectly with SPX 7,000. Because, of course it does. Image 3. $Novo-Nordisk A/S(NVO)$ Earnings: 📈 Stock Price: 📉 Close the gap ASAP. Image 4. $NVIDIA(NVDA)$ stock goes vertical while valuations compress. The real bull market is built on moves like this. Image 5. $Nike(NKE)$ insiders stepping in ar

Stock #1 - $Walt Disney(DIS)$ Where dreams come true. Disney is a family entertainment company that produces content and theme park rides/experiences. It sells merchandises also from its famous intellectual properties. Bog Iger is retiring, again. Josh D’Amaro, the head for the Disney Parks, Experiences and Products (PEP) will replace him. Markets cheer. Disney fans rejoice. After all, Disney had a rough patch these five years. Share price is down by 42.9% after climbing to its peak in 2021. D’Amaro brings with him almost 20 years of experience in the company. And he has steered the PEP segment to new heights. PEP generated 38% of Disney’s revenue, but contributed 72% of its operating income in 1Q 2026. Operating profit margin for the segment is hi

Hello everyone! Today i want to share some trading ideas with you! 1. India data center firm Yotta is building a $2B+ AI compute hub powered by $NVIDIA(NVDA)$ Blackwell Ultra under a $1B+ 4-year DGX Cloud deal. Another large-scale AI factory is coming online in APAC by August extending Nvidia’s platform footprint beyond U.S. hyperscalers. Image 2. What’s more, $NVIDIA(NVDA)$ CEO Jensen Huang says Nvidia is preparing new chips for GTC 2026 “the world has never seen before.” Signals Nvidia’s product cadence is still accelerating even as Blackwell and Rubin are just ramping. 3. At the same time, $Alphabet(GOOGL)$ is building new subsea fiber routes linking India wi

Hello everyone! Today i want to share some trading ideas with you! 1. $Alphabet(GOOG)$ Cloud grew 48% last quarter with a $240B backlog and now we know why. Gemini 3.1 Pro just took the #1 spot across multiple agentic AI and coding benchmarks. Image 2. $AppLovin Corporation(APP)$ is planning to launch its own next-gen social media platform after its TikTok bid failed. Management says the goal is to build proprietary organic traffic on top of AppLovin’s ad tech reversing $Meta Platforms, Inc.(META)$ playbook of building traffic first and monetizing later. Image 3. $Amazon.com(AMZN)$ ($717B) just passed