$Alphabet(GOOGL)$ Evercore raised its GOOGL price target to $450 from $420, citing strong Search survey results. Among the highlights: 78% primary engine share, and Gemini closing the gap with ChatGPT. That implies roughly 30% upside from here.
$Alphabet(GOOG)$ I'm a long term investor, not a day trader. If you're looking for commentary on rates or political issues, that's not really what I do here. Everything in between is just noise to me. What I'm keeping an eye on is the progress Google is making. Sometimes I add to my position when I see value or what looks like unreasonable panic.
$MOOLEC SCIENCE SA(MLEC)$ Solid support here, and from this level the only realistic path looks higher. Float is still 573K, so it could move fast into double digits. $Alphabet(GOOGL)$ showing real strength in this market, holding for the 370-400 range.
$Rum Group Inc(RUM)$ Market cap is $3.6 billion, and the Northern Data acquisition is projected to bring in upward of $3 billion in revenue from cloud GPU and power sales. Not one Wall Street analyst is covering this yet. This should already be a $10 billion-plus company. $Amazon.com(AMZN)$ and $Alphabet(GOOGL)$ may be facing some real competition here.
$Alphabet(GOOG)$ After the recent leadership changes at Google DeepMind, his influence over product direction and commercial execution has expanded quite a bit. I like that Sergey Brin is back in charge and running Google more like a startup — Sundar is even meeting with him twice a week now.