To The Moon

$SoundHound AI Inc(SOUN)$ Agentic AI is heating up. Financial media outlets are talking about it more and more now. $Alphabet(GOOG)$ 

$Microsoft(MSFT)$ Another round of analyst updates following the previous day's coverage. UBS kept its Buy rating and raised the price target from $525 to $675. Citigroup also maintained Buy, lifting its target from $600 to $636.

Big catch on the 10-K fine print. Off-balance-sheet commitments jumping from $196B to $329B in a single quarter really shows how aggressively $Microsoft(MSFT)$  is locking in a power and compute moat. The trade-off is higher hurdle rates on Azure AI margins once those payments start kicking in.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$  With the market getting ugly, I wouldn't be surprised if they try to push below the 200-day SMA and trigger some stop losses. How far they can take it, who knows, but I'd definitely be a buyer at that level for a swing trade. Then we'll see how it plays out and decide what's next.

$Oracle(ORCL)$  will keep disappointing. I hear a lot of institutions say they like the company but not the debt. Many will stay out until it can produce enough revenue to offset the capex. At least with $NEBIUS(NBIS)$  the dip seems to get bought faster than other names in the sector. Hyperscalers in general are risky business. $Alphabet(GOOG)$  looks ready to break out. It looks prime and nobody is saying a word about it.

Just buy the companies that give AI LLMs out for free. $Alphabet(GOOG)$  $Alphabet(GOOGL)$  $Meta Platforms, Inc.(META)$ , then you don't have to worry about low ARR.

$Alphabet(GOOG)$ Google is expanding well beyond search now. That's just the reality of where things stand. It's a goliath, and it's quickly changing from the way it used to be.

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ The months-long consolidation here is real. Let it keep digesting. The next leg up is a mathematical guarantee. It's coming whether we like it or not.

$Akamai(AKAM)$ Looking at the Anthropic and $Alphabet(GOOG)$  news. That could mean a meaningful traffic increase for Akamai. If this starts to shift, the upside looks significant. The market cap setup here is unusual. Just waiting to see how it plays out.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ Easily one of the best technology companies in the world. AI and cloud leadership are clear, and profits look set to roughly double from here. At this point it almost feels like free money, the kind of setup that looks like a guaranteed win.