To The Moon

$Unity Software Inc.(U)$ Everyone I know is hooking up Unity MCP to Claude, and it works flawlessly. On top of that, there's the Unity/Unreal partnership and the Unity $Alphabet(GOOG)$  games partnership. All of these feed straight into the vector ads. I expect usage to really take off. Meanwhile, they were already starting to eat into $AppLovin Corporation(APP)$ , and these moves should only accelerate that shift.

$Alphabet(GOOG)$  This is embarrassing behavior. How is retail this stupid lol. 17x earnings and about to double beat again.

$SPDR S&P 500 ETF Trust(SPY)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ Should go under 300 for the generational dip buy, and then lead the Santa rally later this year. Most aren't prepared for this.

$Alphabet(GOOG)$ Deutsche Bank sees Alphabet positioned for strong third quarter search revenue growth. On prediction markets: Alphabet will report Google Cloud revenue growth exceeding 100% on Oct. 28.

$Microsoft(MSFT)$ Volume patterns reveal growth on rising days and shrinkage on declining days, aligning with accumulation.

$Alphabet(GOOG)$  Amazon got a notable analyst price target raise, and the stock jumped on solid volume. Meanwhile, Google has been getting similar quality target increases lately, but the price barely moved. I'm long GOOG and AMZN.

$Micron Technology(MU)$ $APPLIED DIGITAL CORP(APLD)$ $Amazon.com(AMZN)$ $Alphabet(GOOG)$  $CoreWeave, Inc.(CRWV)$ I'm taking the rest of the week off, or maybe I'll just wait and see what the PPI report brings. Chances are the market stays red for another 3 to 5 trading days, and after that, those with cash could be in a good spot.

Feels like the narrative on $Microsoft(MSFT)$  is finally shifting from AI spending concerns to AI monetization potential. The market has been pricing in the costs, but not nearly enough of the upside. 600+ soon. CPI doesn't really matter here. Buying the dip.

What do you think about these businesses over the next 10 years? Alphabet (GOOGL) Microsoft (MSFT) TSMC (TSM) ASML (ASML) NVIDIA (NVDA) Visa (V) Intuitive Surgical (ISRG) S&P Global (SPGI) Amazon (AMZN) Meta Platforms (META) $Alphabet(GOOG)$  $Microsoft(MSFT)$  $NVIDIA(NVDA)$  $Amazon.com(AMZN)$  $ASML Holding NV(ASML)$ 

$Rezolve AI(RZLV)$ 8.XPrice target-wise, I think we hit $10 by September next year. Agentic AI is going through rapid adoption. The $Meta Platforms, Inc.(META)$  Muse app demonstration with RezolvePay was incredible. Lots of good news for Rezolve in the near future. Debt satisfied, new loan structure. $Microsoft(MSFT)$  news and $Alphabet(GOOG)$  update on the infrastructure deal.