$Rezolve AI(RZLV)$ Wherever Rezolve goes, $Microsoft(MSFT)$ is right there with them. At some point, the smart shorts will stop and ask themselves: what might this $4 trillion company know about Rezolve that they don't? And is it a good idea to keep such a large short position in a company that is joined at the hip with $Microsoft(MSFT)$ ? I think that day is getting closer.
$Microsoft(MSFT)$ Microsoft getting a $2 price target bump to $662. That's a bold call. The stock closed near $529 Friday, so that target still sits about 25% above the current price, with the 52-week high at $553 to clear first.
$Alphabet(GOOG)$ Anthropic, plus Google's partnership with Apple, plus a new gaming platform introduction, plus Isomorphic making big progress into year end and 2027. TPUs saving a lot of money. One more thing: quantum progress. Don't be ignorant.
Flat-seat pricing versus outcome-based billing—which one actually holds up when enterprise buyers start looking at ROI? Microsoft's flat seat model seems to be winning the initial land grab because CFOs can keep budgets predictable, while usage and outcome-metered vendors are betting on long-term value. But once renewal time comes around, tools that can't show a direct P&L impact tend to get cut no matter how they charge. I'm leaning toward locked-in software ecosystems over pure infrastructure plays for a multi-year hold. $Microsoft(MSFT)$ $Salesforce.com(CRM)$ $NVIDIA(NVDA)$
$Paramount Skydance Corp(SKYD)$ $Netflix(NFLX)$ $Alphabet(GOOG)$ $Meta Platforms, Inc.(META)$ Skydance's IP portfolio quality is staggering. Google's YouTube is mostly low quality user produced content, and Meta's entertainment engagement comes from users posting and chatting about movies and shows that Meta doesn't own, while Netflix leases the majority of their content. With Oracle, TikTok USA, Paramount, and WBD, Skydance is building a tech stack where users and subscribers can watch and discuss entertainment Skydance actually owns and produces. Skydance should benefit from increased engagement wit
Will Google's nuclear bet control our AI future? Alphabet signed a 20-year PPA with Constellation Energy for 890 MW of new capacity from upgraded reactors on the PJM grid, plus a 15-year deal for 2,700 MW from the existing fleet. Constellation will invest more than $4.3B to modernize 11 nuclear units across six sites, sustaining 4,400 roles and creating 7,200 construction jobs. This is how hyperscalers secure carbon-free, domestic baseload power for AI scale without relying on intermittent renewables or imported energy. First uprates target the grid by 2028. $Alphabet(GOOGL)$ $Constellation Energy Corp(CEG)$
$Alphabet(GOOGL)$ Need them to release Argon to the general public this week. Get real feedback, and if it's good, which I think it will be, I'll gear up.