To The Moon

$Alphabet(GOOGL)$ $Alphabet(GOOG)$  I get why people think "if I lock in the gains, I can't lose any money" — but FOMO is a real thing. Feels like we could be heading toward 400 soon.

The setup here is starting to look interesting. Price held the 0.886 Fibonacci level near $316 and bounced, leaving a pretty clear rejection wick. That was the first real backtest of the breakout area, and so far it's holding as a higher low. $Alphabet(GOOG)$  Not saying it goes straight up from here, but the structure still looks constructive.

$NVIDIA(NVDA)$ So far, every dip in this stock has been bought.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ Looks like it's heading higher again. Honestly, I hope the profit takers clear out soon so we can see the real move.

$Alphabet(GOOG)$  That 8.8% drop after earnings last week has mostly been clawed back. The ones who bought the dip came out ahead. I'm long and extremely bullish.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ ASML and memory names like MU and SNDK are getting hit hard right now. It feels like money could rotate back into GOOGL before long.

$Alphabet(GOOG)$ It closed above today's low of 325, which looks like a good sign for the rest of the week. Saw pretty solid support above 325 all day.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$  If you sold Google, I think $318 is the level to look at for re-entry. $Vanguard S&P 500 ETF(VOO)$  $Invesco QQQ(QQQ)$  $SPDR S&P 500 ETF Trust(SPY)$  For the top tech company in the world, this is sitting at a forward P/E of 22.5. At this point it looks like a pure value buy, though I'd personally wait for $318 for a better entry. I think it could hit $400 by the end of the month.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ 400Looking ahead to next week, I'm hoping they double capex again. The more investment the better — pouring money into AI is the best move they can make. $ASML Holding NV(ASML)$  $Amazon.com(AMZN)$  $Apple(AAPL)$  with a forward P/E of 22.5 feels kind of wild for what's essentially the top AI and tech company in the world. Wouldn't be surprised to see AI names broadly moving higher Monday.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ Volume right now is running noticeably above the average from last week, even though we're only partway through the session. Still very early, but it's giving off the impression that institutional selling is underway. If that continues, the rest of the week could just chop sideways in a tight range while edging 5-10 points lower, similar to what happened around the February earnings report. Feels like there's a decent chance of seeing somewhat lower prices over the next couple of weeks.