To The Moon

$Boeing(BA)$ $Robinhood(HOOD)$ $CoreWeave, Inc.(CRWV)$ $Alphabet(GOOG)$  is making things rough for the bears right now. The stock still looks undervalued and seems ready to move higher.

$Microsoft(MSFT)$ This one is heading to $600+, and there isn't much the naysayers can do about it.

$Alphabet(GOOGL)$  Definitely nearing a bottom here. Seems like a no brainer to scale in and hold long term.

$Alphabet(GOOGL)$ Bought my first 100 shares of Google at $188. Hopefully I didn't get in too early.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ OpenAI chose to buy Google AI chips instead of Lays and Pringles. That looks like a big win for them. $Vanguard S&P 500 ETF(VOO)$  $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  could reach $500 soon.

$Alphabet(GOOGL)$ $MGM Resorts International(MGM)$ $Stellantis NV(STLA)$ $Sprouts Farmers(SFM)$ I'm holding sizable positions in those 4, and they all report earnings tomorrow. Hopefully I'll make it out alive. Most confident in SFM, less confident in MGM.

$Alphabet(GOOG)$ GOOG reports earnings after the close. I'm bullish heading into the report: the company has beaten EPS estimates in 8 of its last 8 reports. Analysts expect EPS of $3.03. What are you watching for?

Is Google quietly becoming Big Pharma's new king? $Alphabet(GOOGL)$  Alphabet reports Q3 tomorrow. Analysts will watch cloud and the ~$200B capex budget. The bigger story sits inside DeepMind and Isomorphic Labs. Google doesn't need factories. It owns the models that design the molecules. AlphaFold mapped 200M+ proteins. AlphaGenome Atlas covers ~9B DNA variants. Isomorphic already has deals with $Eli Lilly(LLY)$  and Novartis worth up to $3B. A manufacturing partner like $Teva Pharmaceutical(TEVA)$  would complete the chain. Not priced yet. First clinical trials are the catalyst.

I've been holding $Alphabet(GOOG)$ , $Microsoft(MSFT)$ , and $ServiceNow(NOW)$  for a while now, with positions at 74.69, 151.13, and 79.60 respectively. Even if there's some pullback from swing traders or investors who bought at higher levels, I'm sticking with these three. I know what I own, and I'm looking forward to seeing how they perform.

Check out the action on $Alphabet(GOOGL)$  calls, specifically the January 15th 360 calls. Wow.