To The Moon

$Microsoft(MSFT)$ Microsoft Decision-1 seems to outperform JEV in speed. I'm bullish on this stock.

Flat-seat pricing versus outcome-based billing—which one actually holds up when enterprise buyers start looking at ROI? Microsoft's flat seat model seems to be winning the initial land grab because CFOs can keep budgets predictable, while usage and outcome-metered vendors are betting on long-term value. But once renewal time comes around, tools that can't show a direct P&L impact tend to get cut no matter how they charge. I'm leaning toward locked-in software ecosystems over pure infrastructure plays for a multi-year hold. $Microsoft(MSFT)$  $Salesforce.com(CRM)$  $NVIDIA(NVDA)$ 

$Alphabet(GOOGL)$ I might be an idiot, but it's hard for me to see this stock down over the medium to long term. Just going to keep loading.

$Paramount Skydance Corp(SKYD)$ $Netflix(NFLX)$ $Alphabet(GOOG)$ $Meta Platforms, Inc.(META)$ Skydance's IP portfolio quality is staggering. Google's YouTube is mostly low quality user produced content, and Meta's entertainment engagement comes from users posting and chatting about movies and shows that Meta doesn't own, while Netflix leases the majority of their content. With Oracle, TikTok USA, Paramount, and WBD, Skydance is building a tech stack where users and subscribers can watch and discuss entertainment Skydance actually owns and produces. Skydance should benefit from increased engagement wit

Will Google's nuclear bet control our AI future? Alphabet signed a 20-year PPA with Constellation Energy for 890 MW of new capacity from upgraded reactors on the PJM grid, plus a 15-year deal for 2,700 MW from the existing fleet. Constellation will invest more than $4.3B to modernize 11 nuclear units across six sites, sustaining 4,400 roles and creating 7,200 construction jobs. This is how hyperscalers secure carbon-free, domestic baseload power for AI scale without relying on intermittent renewables or imported energy. First uprates target the grid by 2028. $Alphabet(GOOGL)$  $Constellation Energy Corp(CEG)$ 

$Alphabet(GOOGL)$  Need them to release Argon to the general public this week. Get real feedback, and if it's good, which I think it will be, I'll gear up.

$Microsoft(MSFT)$ If you take the last resistance, which is now support, and draw a new resistance line, then draw a line 50% between the two, that's where this is most likely to break and head toward the next resistance, IMO. Adding here isn't a bad idea, but if it breaks that mark with volume, IMO, it's a probable add again.

$Alphabet(GOOGL)$  calls at $3.75, up 150%. Sold most of the position, still holding runners.

$Alphabet(GOOG)$ I don't really get why some people worry about a $5-$15 move one way or the other. That's why you buy shares, add on dips, and get rewarded for patience. This one is going to be good. $272 average here.

$Alphabet(GOOGL)$ It's still within its trendline. It touched the bottom today, and it could bounce toward 352, but it needs to break higher first.