To The Moon

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ No one can even come close to matching the flywheel effect Alphabet has across the AI stack. It is painful right now, yes, and a lot of people are very fearful, which seems comical given the P/E here heading into 2027. But I'm not worried. This is an opportunity I'm taking full advantage of. This is why I own the equity and why I'll keep buying it hand over fist.

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Loading up on this pullback like there's no tomorrow. 103% GCP growth is hard to ignore, and at this pace it could pass Azure by 2028. The negative free cash flow isn't a concern to me. That's all by design and will swing the other way, also by design. No one can match the AI flywheel here. It's just getting started.

$Alphabet(GOOG)$  I'm feeling good about Google and MSFT going into Wednesday, though I might sell a tranche depending on how price action plays out.

$Alphabet(GOOG)$  My wife's ROTH $Alphabet(GOOGL)$  shares staring down at my traditional account's GOOG...

$Alphabet(GOOG)$ I'm staying patient and adding more as it moves lower. At this price it looks like a good opportunity. Long term, this stock is top-tier.

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ $SPDR S&P 500 ETF Trust(SPY)$ I added to my Google position. Even if the market knocks it down, I still think it's one of the best stocks out there.

$Alphabet(GOOG)$  Does $Alphabet(GOOGL)$  even seem aware that earnings are coming up this week?

$Alphabet(GOOG)$  Google has a consumer Agentic AI product on the way. It sounds similar to Muse, but the integration with Google's other product offerings should make it better.

$Unity Software Inc.(U)$ 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.