To The Moon

$Alphabet(GOOG)$  The stock has been moving up in a fairly orderly way lately, without any sharp swings in either direction during recent sessions.

$NVIDIA(NVDA)$ $Microsoft(MSFT)$ $Alphabet(GOOGL)$ DeepSeek just released V4.1-Flash with MIT-licensed weights and stronger agentic coding. They're also pushing a search API at a fraction of the cost of competitors. Open-source plus aggressive pricing keeps putting pressure on the closed models.

$Alphabet(GOOG)$  $Alphabet(GOOGL)$ $SPDR S&P 500 ETF Trust(SPY)$ $Microsoft(MSFT)$ Mr. Market is hammering Google right now, but it could eventually go parabolic to the upside just like Microsoft did.

$Microsoft(MSFT)$ MSFT feels like a baby learning to climb a ladder. It moves up slowly, one step at a time, and each step looks solid without any real pullback.

$Alphabet(GOOG)$  I keep thinking GOOG will get dragged down when the bubble pops, but those call premiums really are juicy. A 5% yield every 30-45 days is hard to ignore.

$NVIDIA(NVDA)$  Nvidia has been in a bullish trend since 7/29/2026. That's not going to change anytime soon. There will be a big correction in November, but not in the stock market.

$Microsoft(MSFT)$  Is anyone else concerned that the visa ban could end up costing Microsoft more money and push the stock down? I've heard that the lifetime cost of an employee can run over a million when you factor in 401k, healthcare, and everything else. Visas help a lot with keeping costs down and staying efficient.

Hyperscalers are about to prove the capex skeptics wrong. Goldman sees Q3 capex up 116% y/y while combined cloud growth accelerates to 55%. When spend doubles and revenue growth accelerates, that's not oversupply. That's demand pulling supply. $Microsoft(MSFT)$  $Alphabet(GOOGL)$  $Amazon.com(AMZN)$ 

$NVIDIA(NVDA)$  NVDA is in uncharted waters right now, and it's been something to watch. For those who have been holding this one through the run, congrats. For anyone just following along, it's worth appreciating. Jensen has done well here.

$Alphabet(GOOG)$ What makes SA published articles so laughable is that they were actually the source of an article that gave me the idea to invest in NLST 6 years ago, when they covered NLST's victory over GOOG at the CAFC on the 912 patent. I think they just throw a dart at multiple submitted articles and publish whatever hits. SA is not interested in anything beyond subscriptions.