To The Moon

$Alphabet(GOOG)$ Instead of stock buybacks, Google's decision to invest in Anthropic was a great one. All $40 billion of it. Responsible CEO and board. Your money at work.

$Alphabet(GOOG)$  In 2025, Google/Alphabet recorded a 65.99% gain, the third largest percentage increase in its history.

$Microsoft(MSFT)$ Up up uppppppp Microsoft

$Microsoft(MSFT)$ Earnings are still two weeks away. Should beat estimates like Oracle and other recent tech reports. Clearly undervalued at the moment.

$Microsoft(MSFT)$ Google moved from 148 to 350 last year... sounds familiar?

$Alphabet(GOOG)$ Google Deepmind and Isomorphic Labs: aiming to eradicate cancer and many other diseases.

Citigroup raises $Alphabet(GOOG)$ 's target price from 390 to 405 and naturally maintains a buy rating.

$Alphabet(GOOG)$ Quiet strength. To me, it's still one of the most underappreciated AI plays.

$Microsoft(MSFT)$  Back in 1993, I picked up 25 MSFT shares for $1,846, with a $71 commission. Now it's worth over $400k! Still washing dishes and living in my car. Hold tight and let time do its thing.

$Alphabet(GOOG)$  While gaps on a chart aren't our favorite thing, and we have one today, the positive side is that it forces sellers who sold lower to scramble and buy back at even higher prices if they want back in. If not, well, that's their choice, and I say good riddance. I don't expect this gap to fill, regardless of any geopolitical speculation out there.