To The Moon

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ It won't go materially lower from here. That would be a bold bet against Berkshire that no market maker will stake their reputation on. Right now it's just juicy consolidation in a requisite tight range before the next leg up, and it is absolutely going up.

$Alphabet(GOOG)$ Do you honestly think Berkshire invested $38 billion here without knowing something? They have access to resources the general public does not. They also know long term they will double their initial investment, especially when they still have almost $350 billion sitting in cash they can deploy.

$Alphabet(GOOG)$  Great company with multiple income streams. The investments should generate meaningful income for years to come. A lot of negativity around here, but this is still one of the best companies to benefit from as it grows.

$Alphabet(GOOG)$  Google seems to know what everyone is thinking, and it has some of the smartest people on the planet working on it. Parking money there long term feels like there isn't much to worry about.

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ The share consolidation is still in play, but it will probably set a new record high around election time. The market tends to melt up ahead of a presidential election.

$Alphabet(GOOG)$  Google is spending now and collecting later. That smells like money for long-term holders. Good things come to those who wait. Never mess with a juggernaut.

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ I'd be comfortable putting 100% of my portfolio in here and just walking away. Come back in 5 years and ring the cash register.

$SoundHound AI Inc(SOUN)$ If someone is making buy or sell decisions here without listening to the entire recent earnings call, they really aren't doing themselves any favors. It was the most bullish call I've heard in terms of signing customers of all sizes, across all regions and sectors, and it confirmed some amazing new technology with forward-looking statements. Since that call, I've continued to add on most days. Amazing company. I think $ServiceNow(NOW)$ , $Microsoft(MSFT)$  or $Oracle(ORCL)$  could make a bid around $30 soon.

$Microsoft(MSFT)$  Microsoft has been building up a roughly 27% stake in OpenAI, with around $13 billion committed over the past few years. Now there is talk of putting in a bit under $10 billion more in the new funding round. At 27% ownership, the math starts to look pretty striking. With a $23 billion total investment, a $1 trillion OpenAI IPO would turn Microsoft's stake into $270 billion, for a clean $247 billion profit. That is a colossal return, the kind of outcome that could reshape tech history.

$Alphabet(GOOG)$  I asked Google AI what holidays people celebrate in Egypt, Nigeria, Kenya, Morocco, Ivory Coast, Ghana, Uganda, and Senegal during November and December. The answer basically said Jumia gets overloaded across those countries during that window, with a mix of national and cultural holidays plus the big year-end shopping push. To me, that makes a pretty strong case for picking up some JMIA before the seasonal FOMO kicks in.