To The Moon

$Adobe(ADBE)$ $Salesforce.com(CRM)$ $Intuit(INTU)$ $Microsoft(MSFT)$ $ServiceNow(NOW)$ If software manages another gain like this tomorrow, it's hard to believe the bottom isn't in. The sector has been lacking consecutive moves like this, mostly just rotating with chips.

$Taiwan Semiconductor Manufacturing(TSM)$ GOOGL reported last week, and now META, AAPL, and AMAZON are all reporting this week. Across the board, the real winner from all this spending looks like it will be TSM.

I don't get how people view $Alphabet(GOOGL)$  as trash. It's a company that should be trading above $400.

$Alphabet(GOOGL)$ That 8% dip was a gift. Software plus ads means high profit margins. Still can't believe some actually dumped it.

$Microsoft(MSFT)$ We're in a pretty wild bull run right now. There have been plenty of moments where the market could have dumped, but it just hasn't happened. I'm looking forward to seeing this trade at $700, especially knowing some people already sold near the bottom.

$Alphabet(GOOGL)$ Volume today was double the normal level, and the short interest volume ratio came in at 51.92. The setup looks primed for a squeeze.

$Microsoft(MSFT)$  It's important to stay patient and keep an eye on this company. It's generating a net of 100b a year, which is a crazy low P/E. I think it will recover sooner than many expect. It's hard to beat Microsoft.

The recent selloff has some questioning the narrative, but I'm focused on the numbers. If the company hits close to a $20 billion annualized revenue run-rate by the end of 2026 while trading under a $40 billion market cap and still growing at over 100%, the valuation conversation becomes very interesting. The margin profile is what really stands out to me. A reported gross margin around 69% puts $CoreWeave, Inc.(CRWV)$  in the same league as many premium software businesses. For comparison, $Microsoft(MSFT)$  operates at around a 60% gross margin. This isn't just an AI infrastructure story; it's a profitability story. Short-term volatility can create opportunities, and this pullback might be whe

$Microsoft(MSFT)$ The analyst firm DA Davidson is maintaining its Buy rating on Microsoft, with a price target of $550. They see Copilot acting as an orchestration layer across different AI models, directing queries to the most suitable system. This adds real platform value across Azure and the Office ecosystem—it's more than just features, it's about managing enterprise AI traffic. The analyst points to Copilot as a key driver in the shift toward monetization.

$Microsoft(MSFT)$ I'm thinking about opening a new position in Microsoft Corp in July. From where I stand, it looks notably undervalued on a forward-looking basis.