To The Moon

$Microsoft(MSFT)$ The picture speaks volumes. 20-year historical PE ratio compared to today's level. This feels like Google at the beginning of 2026.

$Alphabet(GOOG)$ Want to add more, but it's hard to justify when my last purchase was at $140. GOOG is just too strong, I guess.

$Alphabet(GOOG)$  According to GOOG-AI, there are three main reasons why Google Chronicle needs Sentinel One(S). First is endpoint firepower. Google Chronicle excels at data analytics and telemetry, but it lacks a proprietary, highly-rated endpoint agent to block attacks at the device level. Second is market momentum. Sentinel One(S) boasts over $1.1 billion in annual recurring revenue and a massive mid-market enterprise footprint that would instantly bolster Google's share against its primary rivals. Third is the cloud-native advantage. Sentinel One's Singularity platform and integrations with AWS could be relatively easily migrated to or mirrored on the Google Cloud Platform, forming a strong cloud-security sh

This is honestly a pretty clean long-term example of what Peter Lynch used to talk about. He always said price and earnings don't drift apart forever; over time, they move together. If you just zoom out on Microsoft, it's pretty obvious: earnings have compounded steadily for years, and the stock follows that same long arc, even through ugly drawdowns. Every dip eventually gets "explained" by earnings catching up. That's really the core idea here—not that price is perfect in the short term, but that long-term it tends to respect the earnings curve. $Microsoft(MSFT)$  is basically what happens when execution stays consistent for decades while sentiment keeps swinging back and forth.

$Alphabet(GOOG)$ Some may not be excited about the Dow 30 inclusion, but I am. For years I've felt Google was more deserving of that recognition than several current members of the club.

$Alphabet(GOOG)$ Berkshire's confidence in Google lends credibility to Google's addition to the Dow Jones.

$Alphabet(GOOG)$  Google joining the Dow, that's something. Means index funds have to buy in, they're bidding it up now, taking Verizon's spot. I like that it can add some juice to the Dow, normally I'm not too into Dow stocks.

$Microsoft(MSFT)$  Today was more than just another AI headline. The Wisconsin hyperscale data center is now operational. There's a planned $4.7B infrastructure investment. The new Azure Copilot Observability Agent has launched. It's infrastructure, Azure, and AI services. Microsoft continues building both the capacity and the products needed to monetize enterprise AI at scale.

$Microsoft(MSFT)$ At around 20 times forward earnings, Microsoft is basically back to 2016-type valuation levels, but the company's structure is very different today. What stands out isn't just the multiple, but what's underneath it: Office as the default enterprise workflow layer, Windows still entrenched at scale, and Azure as a second (or potentially first) major cloud engine on top. Management guiding toward over $500 billion in revenue by 2030 adds another compounding lens to the story, especially if margins stay structurally elevated from AI integration across the entire stack. At this valuation, the debate isn't whether Microsoft is a "good company"—that's obvious. It's whether the market is underappreciating the durability of cash flo

$Microsoft(MSFT)$  The price keeps sliding along the downtrend line... I think that's the low of the day. It feels more like some mechanical selling, and I don't believe it's due to any fundamental issues.