To The Moon

$Alphabet(GOOG)$ honestly, I think the tariffs are great for GOOG. Not because it helps them in any way, but also it hardly affects them whatsoever (if at all) which makes GOOG a defensive stock in a figurative way during this time of uncertainty.

$Microsoft(MSFT)$ Patience is the silent partner of wealth. Microsoft isn’t just a stock; it’s a compounding machine in a world increasingly dependent on AI, cloud, and enterprise tech. Selling too soon is like leaving a tree just before it bears its best fruit—true rewards come to those who hold through cycles and let innovation do the heavy lifting.

$Alphabet(GOOG)$ WASHINGTON (Reuters) - Israeli cybersecurity firm Wiz says it has found a trove of sensitive data from the DeepSeek inadvertently exposed to the open internet.Wiz said that scans of DeepSeek's infrastructure showed that the company had accidentally left more than a million lines of data available unsecured. Those included digital software keys and chat logs that appeared to capture prompts being sent from users to the company's free AI assistant.Nobody wants TemuAI

$Microsoft(MSFT)$ As a long-term holder of MSFT, it is not unusual for MSFT to fall even after reporting good earnings. Seen it happen many times over the years. It has always bounced back and usually pretty quickly. The sun came up and evaporated the clouds, but the clouds will appear again. Bullish

$Alphabet(GOOG)$ Deepseek efficiency implications are more of a threat to hardware (chip makers), and maybe energy.Yet something to consider :"The Jevons paradox states that increased efficiency in resource use can lead to increased resource consumption." Also, word on the web is that Deepseek has leveraged for more compute/GPUs than what is being communicated. Look at the commentary within deepseek/LLM etc threads right now, the spike in usage has crashed the app. How will they support more usage?... More compute.Plus Googles AI has the ability to be commercialized at probably the largest scale possible. Breakthroughs in compute efficiency will reduce cost and benefit Google.Long Google (Calls Jan31-Jan 2

$Microsoft(MSFT)$ Whoa! What a day! Opened positions in MSFT, NVDA, AMZN, AMD, ORCL, ASML, and AVGO on the lows. Big Tech will come out swinging for the fences in earnings season. It's on, and it's on; they're backed by the White House Administration this time.

$Alphabet(GOOG)$ The real winner with all this Deepseek buzz is actually GOOGL / GOOG ... Breaking up one of the biggest US innovators in AI and weakening the US against Chinese competition in AI would be a huge mistake and Trump is completely aware of this.

$Microsoft(MSFT)$ CEO Satya Nadella says, "Jevons Paradox strikes again!" For what it’s worth, Jevons Paradox is basically this: when AI gets better and cheaper, people end up using it way more, not less. It’s like, the more efficient AI gets, the more we just can’t stop using it.

$Alphabet(GOOG)$ Goog p/e ratio is not that high but I believe it would do rly bad under a crisis since there won't be as much need for ads in the economy, would do very well otherwise because of buybacks, income statements, and because it's Google.

$Microsoft(MSFT)$ Looking at this possible long opportunity here, given that Nasdaq (QQQ) trades higher and also targets the 2024 High. Based on that notion, MSFT has more room to move higher and could give better RR on this trade/may provide low resistance liquidity run. It remains to be seen. Just a trade idea.