To The Moon

$Microsoft(MSFT)$ I'm bullish on Microsoft. Azure grew a massive 43% last quarter, and Microsoft's own guidance for Q1 points to constant-currency cloud growth around 45%. Meeting or exceeding that would show enterprise AI demand isn't slowing. Microsoft also closed out FY Q4 with an RPO of $678 billion. Watching that contracted backlog keep swelling is reassuring for investors, since it locks in future revenue.

$Unity Software Inc.(U)$ Partnering with $Alphabet(GOOGL)$  unlocks the entire user funnel, and next year should be the harvest phase.

$Alphabet(GOOGL)$ It is wild what is happening with GOOGL. They earn more than double per share compared to AAPL, yet AAPL is worth nearly $1T more. Go figure.

$Alphabet(GOOGL)$ Call buyers are showing up. Short dated: Oct. 7 $350 calls: 3,586 contracts / $484.1K sweep Oct. 9 $352.50 calls: 2,115 contracts / $433.6K sweep above the ask Further out: $1.4M sweep in Oct. 30 $345 calls Nov. 20 $360 calls: $1.24M across four buys Nov. 20 $380 calls: $404.4K across two blocks $6.6M call flow across 10,028 contracts, with $0 puts on this screen. Watching for upside follow-through near $348.

$Microsoft(MSFT)$ It's been quite a ride, with prices now almost all the way back to all-time highs. $LHA Market State Tactical U.S. Equity ETF(MSUS)$  JCPDT

$Constellation Energy Corp(CEG)$ $Alphabet(GOOGL)$ Bloomberg is reporting that Alphabet is close to a multi-year deal with Constellation Energy, with the company set to pay $1 billion or more for nuclear power. The announcement could come soon, according to people familiar with the talks. Both companies declined to comment.

$Alphabet(GOOGL)$ On watch. EMA cross and closed over the 50 SMA. It should break free of this chop.

$Alphabet(GOOGL)$ $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  are kind of stuck in a sideways trend and not fully participating in the Nasdaq rally that made a new record high. Selling covered calls or OTM put credit spreads might work well while they stay in this sideways range.

$Alphabet(GOOGL)$ Alphabet's Gemini 4 Argon just landed with top-tier benchmark results, and the stock still sits 16% below its high at a 17 P/E. The market seems to see around 25% upside from here.

$Alphabet(GOOGL)$ Other companies are still trying to get to an IPO, while Gemini has been public for decades already. That's a pretty strong position to be in. I'm super bullish here.