To The Moon

If $Microsoft(MSFT)$  ends up being the only stock outperforming in a down market, I don't see $360 coming that soon. Just being realistic, the bottom might be in. People realize how cheap it is now, and institutions will accumulate shares.

$Alphabet(GOOG)$ Still holding $Meta Platforms, Inc.(META)$  and GOOG. Advertising cycles come and go, but these platforms keep attracting users and generating revenue. That combination is hard to ignore.

Remember when everyone was saying Google was dying because of ChatGPT? Instead, $Alphabet(GOOGL)$  $Alphabet(GOOG)$  ignored the noise and surged ahead. This pattern looks just like a lot of heavily shorted or doubted stocks right now.

$Palantir Technologies Inc.(PLTR)$ Aug ER CC when we double compute for $Amazon.com(AMZN)$  $Alphabet(GOOG)$  and $Microsoft(MSFT)$  LLMs!!!

For $Microsoft(MSFT)$ , this looks like one of the cleaner bullish setups we've seen in a while. Deal news is driving sentiment, futures are cooperating, and the Nadella post gives it an extra push. A solid green open with some follow-through feels like the most likely outcome. Not financial advice — things can always shift with new headlines — but the tape right now looks friendly for a strong start to the week.

$Microsoft(MSFT)$ Microsoft, Google, and Amazon might need another rerating as soon as Monday. The capex seems justified. Compute availability and the ecosystem are where the real value is. What's the combined valuation of OpenAI and Anthropic? $1.8 trillion? Targets for Monday's rerating: Microsoft: $3.5T, $488/share. Google: $5T, $255/share. Amazon: $3.1T, $308/share.

$Alphabet(GOOG)$ We should close in the green today. Waymo Premier will solidify Google's already solid lead in robotaxis, and that's literally just a side business for them. Still criminally undervalued.

$Alphabet(GOOG)$ Already have a full position, but can't resist at these prices!

$Microsoft(MSFT)$  Sellers might regret it when the fake rate hike doesn't happen and they've given up their shares.

$Microsoft(MSFT)$ Money returning to cheap, safe quality like MSFT.