To The Moon

$Microsoft(MSFT)$ This feels almost like free money. Forward P/E is only 18.8, price target $570 with 55% upside potential. GTA 6 is about to launch, which could double Xbox and gaming sales. AI is set to double cloud revenue. It reminds me of when $Alphabet(GOOG)$  $Alphabet(GOOGL)$  was at $150 and has since tripled. A once-in-a-lifetime opportunity. $Vanguard S&P 500 ETF(VOO)$  $SPDR S&P 500 ETF Trust(SPY)$ 

$Alphabet(GOOG)$ If Google can get into the Dow Jones like MU did, will it have a similar impact? I think the pent-up buy orders from mutual funds could create a wave.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ It could be, since Google is leading in AI talent (according to Demis), some of the weaker links are leaving. Maybe they want more recognition because Demis is so recognized. Maybe they want to be the head of their own group instead of just a VP.

$Meta Platforms, Inc.(META)$  The S&P 100 (largest stocks) A/D Line remains in a Bull Flag pattern unless it makes a lower low within the pattern. I continue to anticipate higher prices for the largest stocks going forward.

$Meta Platforms, Inc.(META)$  There's still this idea floating around that Meta is “burning cash” on AI capex and losing its free cash flow advantage. What stands out to me is how sticky that narrative is, even when the actual numbers keep proving otherwise. Free cash flow over the last four quarters: Q2’25: $9.0B Q3’25: $11.2B Q4’25: $14.8B Q1’26: $13.2B LTM: $48.3B Even with heavy AI infrastructure spend, this is still a serious cash-generating machine. Feels like the market is anchoring too much on CapEx headlines and not enough on what the business is actually producing underneath.

$Alphabet(GOOG)$ The run has been incredible, but somehow it's back in buy territory.

$Meta Platforms, Inc.(META)$ Looking for it to recover a few points today. A bounce back to $565+ seems reasonable.

$Alphabet(GOOG)$ Time for hedge funds and late retail investors to raise cash and get flushed out. I've owned Alphabet since 2016 and really don't care if the stock drops to $300 or lower. I believe it will reach new highs reasonably soon.

$Salesforce.com(CRM)$ Reminds me of META's performance in 2022, minus all the business model pivoting. Feeling more and more bullish here.

$Energy Vault Holdings, Inc.(NRGV)$ Maybe the volume at close is related to the deal between Meta and Crusoe Energy. This could end up being significant for us. Don't forget we are partnered with Crusoe in Texas. It might be worth sending a note to Energy Vault's investor relations to see if there's any involvement here through our partnership. Meta has signed agreements with Crusoe for about 1.6GW of AI compute capacity across data center campuses in Texas and Missouri. The deal adds to Meta's growing AI infrastructure footprint as it scales training and inference capacity.