To The Moon

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ The months-long consolidation here is real. Let it keep digesting. The next leg up is a mathematical guarantee. It's coming whether we like it or not.

$Akamai(AKAM)$ Looking at the Anthropic and $Alphabet(GOOG)$  news. That could mean a meaningful traffic increase for Akamai. If this starts to shift, the upside looks significant. The market cap setup here is unusual. Just waiting to see how it plays out.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ Easily one of the best technology companies in the world. AI and cloud leadership are clear, and profits look set to roughly double from here. At this point it almost feels like free money, the kind of setup that looks like a guaranteed win.

$Alphabet(GOOG)$  $Alphabet(GOOGL)$ More upgrades coming through. Barclays raised its target to $425 and kept Overweight. Roth Capital raised its target to $440 and kept Buy. Pivotal Research raised its target to $475 and kept Buy. A few other firms held their positions this time. The analysts' average price target for GOOGL is $429.46. Rosenblatt kept Buy with a $410 target. RBC Capital reiterated Outperform with a $425 target. Wedbush reiterated Outperform with a $445 target. Citizens reiterated Market Outperform with a $515 target.

$Broadcom(AVGO)$ $Alphabet(GOOGL)$ $Alphabet(GOOG)$ I think Google and Broadcom are starting to look like generational buys, similar to Microsoft and Meta a few months ago. Broadcom being down YTD seems overdone after the last earnings report, and Google caught a lot of criticism for falling behind in the AI race, but they just released Argon.

$Alphabet(GOOG)$ Google DeepMind is working with Twist Bioscience on SynthID Bio, bringing watermarking to AI-designed proteins and DNA synthesis screening. Meanwhile, people are worried about ad sales at Google. I'm long $Twist Bioscience Corp(TWST)$  and $ARK Genomic Revolution ETF(ARKG)$  though.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ There's been a lot of chatter about Gemini 4 possibly dropping soon. Where there's smoke, there's fire.

$Rezolve AI(RZLV)$ $Meta Platforms, Inc.(META)$ $Alphabet(GOOG)$  $Amazon.com(AMZN)$ Rezolve AI looks like one of the most undervalued AI stocks out there. There's a big announcement coming up for the October 6th Investors Day.

$Microsoft(MSFT)$ Approaching a breakout level, with MACD showing bullish convergence.

$Microsoft(MSFT)$ Stifel upgraded Microsoft to Buy this morning, price target $530 to $575. That's about 15% upside from yesterday's $498 close. The thesis centers on Azure plus Copilot sustaining mid-to-upper teens revenue growth. The tension is the capex. Microsoft spent $41B in the fiscal fourth quarter and $145B for the year, and FY27 is expected to be heavier. Stifel's answer is that expense efficiency keeps margins stable and the cash flows cover it without outside financing. Inside the note: Microsoft reworked its OpenAI contract in April. OpenAI now shares revenue with Microsoft through 2030. Some of Azure's growth is a contract, not a bet.