$Microsoft(MSFT)$ If you want, the stock can go down tomorrow, the next day, and all next week. Eventually, the calculator can't be ignored. Chances like this only come around every decade or so. Don't be foolish; almost no one can compete with the margins this company brings in. Go look at the books for hours and show me where you see concern about the forward value. Just because you think they're not doing well doesn't mean it's true. Math doesn't lie. Chipotle has a higher PE right now. This is a burrito restaurant we're talking about. What insane person is buying burrito stock at less value here?

$Microsoft(MSFT)$ The stock shouldn't have dropped past 450. Now everyone is clamoring to get back in before we get there. It's going to run really hard this summer, especially if they use some of that 40 billion dollars authorized to buy back stock during the March lows.

$Alphabet(GOOGL)$  up 41% YTD. $Apple(AAPL)$  and $Amazon.com(AMZN)$  are trailing behind in the Magnificent 7 this year. When the fruit stock catches up, prepare for lift-off.

People are worried about Anthropic, but they forget that $Microsoft(MSFT)$  has a $5 billion investment in Anthropic too. They are in a position where heads I win, tails I win more.

Some comments are truly eye-watering. Rotation flow from $Microsoft(MSFT)$  to $Alphabet(GOOGL)$  looks evident. Maintaining dollar-cost averaging strategy

SpaceX has scaled its data center compute capacity from 0.4 GW to 1.7 GW over the past year. Meeting those rollout schedules calls for a lot of liquid-cooling infrastructure, which feeds directly into NNBR's pre-sold manufacturing capacity. On the orbital side, the plan to launch up to 1 million AI satellites by 2027/2028 would move data center components into space. Space AI needs complex, lightweight radiator arrays to handle thermal energy, so precision component makers like NNBR with aerospace capabilities could see a wider addressable market. $SUPER MICRO COMPUTER INC(SMCI)$  $Apple(AAPL)$  $Amazon.com(AMZN)$ 

The gamma squeeze drama will eventually unfold. Those market puppeteers can't keep $Apple(AAPL)$  under their thumb indefinitely.

Remember those doubting Tim Cook's AI strategy? Look now! $Meta Platforms, Inc.(META)$  and $Microsoft(MSFT)$  burned billions while $Apple(AAPL)$  played it smart.

$Apple(AAPL)$ Pivotal analysts boosted their price target on $Alphabet(GOOGL)$  to a street-high 400, up from 350.

$Microsoft(MSFT)$  Microsoft is the only Mag 7 stock near its 52-week lows, which might be why it's holding up a bit better than the rest right now. I'm watching it closely, looking for a chance to grab some long-dated calls like Burry did. MSFT is supposed to be a safe stock held by people like Pelso, so on the next overall market rebound, I'm betting MSFT should be among the first to bounce back strongly.