To The Moon

Still holding $Palantir Technologies Inc.(PLTR)$ , $Microsoft(MSFT)$ , and ORCL. Enterprise software and AI infrastructure continue to attract capital for a reason. These companies have real customers and real cash flow. I'm far more comfortable owning these businesses than chasing whatever social media is hyping this week.

$Microsoft(MSFT)$  The AI opportunity is often discussed in terms of software and cloud revenue, but the physical buildout deserves equal attention. Data centers require power, transmission, cooling, and large amounts of raw materials. The infrastructure behind AI could become a major investment theme in its own right.

$Snap Inc(SNAP)$ If Snap can't pull this off, it's likely going to get acquired by major AI players that would want exclusive access to its hardware/platform to serve their AI. Either way, the stock is likely to go up. Microsoft, SPCX, Anthropic, and OpenAI will all be closely watching the launch. I wouldn't be surprised if an exclusive partnership is announced along with it.

$POET Technologies Inc(POET)$ Now practically connected to some of the biggest names in the AI game. $NVIDIA(NVDA)$  $Microsoft(MSFT)$  $Meta Platforms, Inc.(META)$  $Amazon.com(AMZN)$  The industry is moving toward faster, lower-power optical connectivity. AI factories need more bandwidth. Data centers need more efficiency. The market is finally starting to understand the optical interconnect story. I've been talking about this since nobody cared. Now everyone wants a seat at the table.

$Microsoft(MSFT)$ A very clean intraday inverse head and shoulders pattern is forming here. The structure looks textbook: left shoulder → dip → head → recovery → right shoulder developing. The neckline is becoming the key trigger zone. If buyers can push through and confirm the breakout, this pattern often signals a short-term trend reversal or momentum shift back to the upside. All eyes are on the neckline - that's where this either confirms... or fails.

$SPDR S&P 500 ETF Trust(SPY)$ The algo buying on the headline indicates two things. First, the hair-trigger move higher on any "good" news means shorts are now aware they have an opportunity if they want to act. Second, there are still way too many people trading based on headlines, which is why you should be buying companies with real revenue and profits that are being sold into the IPO.

$Alphabet(GOOG)$  It's a realistic entry price. I believe GOOG will dominate AI. For data centers, I think AMZN may have to invest more in logistics.

$Alphabet(GOOG)$ A SpaceX IPO would be a historic valuation unlock for Alphabet, transforming it from a pure-play digital ad and cloud giant into a major beneficiary of the space economy. On that $100B+ balance sheet unlocking: Google famously invested $900 million for a stake in SpaceX back in 2015. Recent filings confirm Google still holds roughly a 6.11% equity ownership stake. At SpaceX's massive $1.75 trillion IPO valuation, Google’s private stake would translate to an estimated $100 billion to $122 billion windfall.

$Microsoft(MSFT)$  AVGO recovered, and this one slipped for no reason. I think it'll slowly climb back up again.

$Microsoft(MSFT)$  Up 7.5 percent in a single day… it trades like a meme stock.