To The Moon

$Alphabet(GOOG)$  $Alphabet(GOOGL)$ It's pretty clear the market isn't going to let the price drop much further from here. Going lower would really be a bet against Berkshire, and that hasn't been a winning bet historically. Ever. Market makers want to keep their jobs too. Betting against Berkshire and losing would be tough to explain to the bosses.

$Alphabet(GOOG)$  Just wondering, does anyone here actually have a time horizon longer than 15 minutes? lol

$Alphabet(GOOG)$ Micware (NASDAQ:MWC) IPOed on the Nasdaq in 2026 and can absolutely compete with Google and Apple in Japan, but it does so through a fundamentally different architecture and B2B approach. Instead of trying to deploy a massive consumer-facing mapping application, MWC leans on its new AI spatial platform, DynaPlanet, to challenge legacy tech with specialized strategies: 1. Google and Apple rely on proprietary fleets of street view vehicles and planes to record mapping data. DynaPlanet uses a specialized automated ingestion pipeline. Open Map Fusion: It uses the government's 3D city modeling project "PLATEAU" and OpenStreetMap as its structural foundation. Real-Time Edge Data Crowdsourcing: It integrates active visual and spatia

$Aurora Innovation(AUR)$ $NVIDIA(NVDA)$ Interesting to see who just picked up all those AUR shares.

$NVIDIA(NVDA)$ Jensen has earned a lot of respect. Yearly market-beating returns, a quarterly cash payment, countless partnerships, solid investments, and of course top-tier chips and software. He is a true visionary, and bulls appreciate it.

$Microsoft(MSFT)$ $Alphabet(GOOGL)$ $Meta Platforms, Inc.(META)$ $Amazon.com(AMZN)$ Best companies on the planet in my opinion. Cash flows will surge again after the build out.

$Microsoft(MSFT)$ I don't really know what to say at this point. Still a small position. Started back in March 2025 at 365, now holding 227 shares with a 368 average. I saw 555 and still strongly believe it's going way higher someday. I did sell some at 555, by the way, but I got more back cheaper.

$NVIDIA(NVDA)$  The median price target is now $302. Over all the years I've been invested in NVDA, it has hit every price target over time, no matter how high.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $NVIDIA(NVDA)$ $Palantir Technologies Inc.(PLTR)$ It has been about a week since Michael Burry publicly took a bearish stance on Nebius, and $NEBIUS(NBIS)$  is up roughly 10% since then.

$Alphabet(GOOG)$ New DeepMind CEO is focusing on AI models, while Demis Hassabis returning to Isomorphic Lab should speed up drug developments. I expect Google to ramp up. Its most recent $25 billion debt raise for capex was oversubscribed at $115 billion from institutional investors. That tells you how fundamentally strong Google is.