To The Moon

$Alphabet(GOOG)$  Googl is trading 15% above the median PE and 11% above the median PEG. If we can beat EPS estimates by 80 cents like we did last year, then it should be fine.

$Microsoft(MSFT)$ Microsoft no longer paying revenue share to OpenAI — is that good news? I'd say yes.

$Microsoft(MSFT)$  first gets hammered because AI would wound the software business. Then it invests in AI, and that's no good either. Bottom line: be patient – there's nothing wrong with MSFT.

$Alphabet(GOOG)$ Alphabet went with Cadence over my Synopsys, which had run from $398 to the $470s. Synopsys is tied to Nvidia. Alphabet is accelerating development of their own ‘less expensive’ chips to cut the need for Nvidia chips and improve profitability.

$Alphabet(GOOG)$ News about the new chips is out. The stock should be higher, in my view. They could spin off several of the "prophecy" units into separate stocks and unlock a ton of value. It looks like a great stock for the long term.

$Alphabet(GOOG)$ Google's potential is limitless, but don't overlook $Amazon.com(AMZN)$  with AWS and $Microsoft(MSFT)$ 's enterprise moat. All three are reporting earnings on the 29th.

$NVIDIA(NVDA)$ lol ANET FDX making all time highs hahahahaaaaaaaa

$Alphabet(GOOG)$ Does anyone still doubt that GOOG will keep climbing to new all-time highs? From where I stand, it seems inevitable within the next week or two.

$Alphabet(GOOG)$ Alphabet's partnerships, especially with Anthropic and its stake in SpaceX, should help strengthen its market position. Analysts point to a one-year return of 126.8%.

$NVIDIA(NVDA)$ Google and Marvell are teaming up to form new TPU AI chips, cutting out NVDA entirely.