To The Moon

$Alphabet(GOOG)$ Did earnings get leaked a week out? Or are people just that scared to hold after what happened to Meta following its earnings?

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ On this week's earnings call, investors expect proof of sustained Cloud growth and margin expansion, backlog conversion into high-quality revenue, evidence that AI features are increasing search/YouTube monetization without cannibalizing it, and an eventual return to positive and growing free cash flow when the heavy build phase moderates. It's up to Sundar Pichai to deliver on all of that, and he has a credible shot.

It is honestly hard to take the valuation comparison between $SpaceX(SPCX)$  and $NVIDIA(NVDA)$  seriously. On every metric, NVDA looks dirt cheap, yet it is getting sold off right after announcing a blockbuster buyback program. Apple's returns after its own buyback are worth a look. The selling just made for a better entry, in my view.

$NVIDIA(NVDA)$ A lot of the frantic negative posts around Nvidia read more like fear than anything else, and it feels like some of those people have a lot riding on it. I'm holding long and not really worried.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$  Nothing fundamental has changed at Alphabet to undermine their AI thesis. The company is still capacity-constrained by demand and management remains confident. The upcoming earnings report will provide more insight, but patient investors can buy at these levels.

$Alphabet(GOOG)$ The selloff looks over. Wall Street got their cheap shares, and now it's time for the run up into earnings. The weak hands that sold did exactly what they wanted.

$Alphabet(GOOG)$  I'm not buying this drop at all. IBM, Adobe, and Netflix are flying, and Google stock has basically been held down for no good reason.

$Microsoft(MSFT)$ The daily chart setup is making it look more realistic and likely that MSFT heads back to $555 soon, with a possible breakout to new all time highs on that $555 retest.

$Alphabet(GOOG)$  If my Pfizer shares get called away, that money is going into uranium names. Right now I like $Ur-Energy(URG)$ , and I'm heavily positioned in DNN.

$Alphabet(GOOG)$  OCT30 350C is in play. Zone: $337.78 to $342.54 Invalidation: close under $335.50 Objectives: $355, then $362 The math works out to up 4.4% to the first objective and 6.4% to the second, against 1.4% risk on the invalidation. That is better than 4 to 1 to the second objective. Think of this swing setup like a sturdy house that took a hard rain last week and came out dry inside. Alphabet fell to $335.50 on Friday, then on Monday buyers held the $338.25 low and closed price at $340.16, up about 1 percent. The floor held twice and sellers could not push it lower. Earnings on October 28 are the next real test, and the October 30 calls sit right after that report, so the answer comes while the contr