To The Moon

$Microsoft(MSFT)$ Brent learned his lesson with the media player he sold to MSFT. AMFN is a subsidiary of Kepler Aerospace, which has worked with DARPA for several years, so it feels like we are in good hands.

$Microsoft(MSFT)$ Making software great again. The next target is 456, and then the gap fill. It's worth noting how it held around the 444 stop level.

$Microsoft(MSFT)$ With a $50 billion dollar cloud backlog, $Alphabet(GOOG)$  and $Alphabet(GOOGL)$  are eating everybody's lunch and dinner with that $514 billion dollar cloud backlog.

$NVIDIA(NVDA)$ $Alphabet(GOOGL)$ $Broadcom(AVGO)$ $SoundHound AI Inc(SOUN)$ reminding myself that millions of ppl also have shares

$Microsoft(MSFT)$  Just extended data center and office building useful lives from 15 to 25 years starting FY27. Quiet but powerful signal. The buildings and power infrastructure pure-plays like $IREN Ltd(IREN)$  $Cipher Mining Inc.(CIFR)$  $TeraWulf Inc.(WULF)$  $Soluna Holdings, Inc.(SLNH)$  just got a longer economic-life endorsement from the biggest hyperscaler. GPUs still turn over fast. The real estate and power don't. That's the part that compounds.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ I don't really care what anyone says. AI is the real deal. I've been using Google Gemini and it comes across as genuinely thoughtful. Tempting to own GOOGL.

The long-term setup is getting interesting. I'm watching the Fibonacci levels closely as Alphabet enters what looks like a potential long-term accumulation zone. My framework: entry zone around $301-$356, with a long-term target of $600. I previously held $Alphabet(GOOGL)$  LEAPS that delivered a strong return, and I'm looking at 2028+ LEAPS again as part of a long-term AI/cloud thesis. The reason I'm interested: AI monetization is still developing, Google Cloud continues expanding, Gemini and AI products could create new growth opportunities, and Alphabet remains one of the strongest cash-flow businesses in tech. I'm also exploring strategies like selling LEAPS puts to generate premium while building longer-term exposure. Of course, options

$Alphabet(GOOGL)$  I still can't wrap my head around how this isn't the most valuable company. It feels heavily undervalued, especially after some pretty insane earnings. Even with the CAPEX factored in, I think it should be trading in the 370-400 range following that report.

$Alphabet(GOOGL)$ Everybody loves TV news. I'm not paying much attention to the AI angle here.

$Alphabet(GOOGL)$ My taxable account no longer looks like a casino. I'm going with $Leverage Shares 2x Capped Accelerated NVDA Monthly ETF(NVDO)$  $Credo Technology Group Holding Ltd(CRDO)$  GOOGL. Honestly, I think this setup has the best shot at 30% YoY for 5 years, but I'm probably dreaming. That's a lot to expect.