To The Moon

$Microsoft(MSFT)$ Looks like the bears here got completely wiped out. Extinction might actually be the right word, or maybe extermination fits even better.

$Alphabet(GOOG)$  A comedy show at this point. Down $20 in just 2 days, while the whole thing still looks so undervalued. I wouldn't be surprised if Berkshire is buying more based on the low PE alone.

$Alphabet(GOOG)$ One of those names I honestly want to like, but it just never works out for me. Every single time I buy it, I end up losing money. Just a bit of a rant.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$  Fed is injecting $8 billion into the market this week. Money is moving out of AMD after lackluster earnings. AMZN isn't really absorbing much right now with Bezos about to sell $4 billion worth of shares, keeping the stock heavy. And Gemini 3.5 Pro is about to release. Guess where all that new money and rotating money is going to go. Yeah, probably ORCL, but if the market were rational it should flow into GOOGL.

$Microsoft(MSFT)$ Just looking at a trade setup on MSFT. It closed near a key resistance zone after testing the June high. A decisive move above 466 would confirm the breakout and could open the door to 474, with the next technical target near the prior gap around 483.74. If price loses 462, the breakout setup weakens and risk should be managed accordingly. For me, patience and confirmation matter more than anticipation. Trading is a process, not a prediction.

$Alphabet(GOOG)$  I haven't seen any actual news that would explain Alphabet's premarket reversal from positive to negative. So I think there's a decent chance it moves back up once regular trading gets going.

$Advanced Micro Devices(AMD)$ Setting up nicely for $600 ER run then $680+ on earnings beat and forward guidance raise. $Meta Platforms, Inc.(META)$  $Microsoft(MSFT)$  $Cerebras Systems(CBRS)$  $Cisco(CSCO)$ 

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ Intel raised their capex as well. Makes Google's move look less isolated now. The stock feels completely oversold. Not complaining about getting shares at these levels though. $Intel(INTC)$ 

$Microsoft(MSFT)$ At this point it feels like everyone expects a beat followed by a sell-off on earnings. I sold a very small amount just to have something ready in case that happens. Looking back at the charts and seeing those past lows, you can't help but wish you had been buying back then. I'm picking up my ticket now.

$Alphabet(GOOG)$ That's a massive scale of growth. Google Cloud posted $25 billion in revenue for Q2, which is up 82% year-over-year.