$Microsoft(MSFT)$ The daily chart setup is making it look more realistic and likely that MSFT heads back to $555 soon, with a possible breakout to new all time highs on that $555 retest.

$Alphabet(GOOG)$  If my Pfizer shares get called away, that money is going into uranium names. Right now I like $Ur-Energy(URG)$ , and I'm heavily positioned in DNN.

$Alphabet(GOOG)$  OCT30 350C is in play. Zone: $337.78 to $342.54 Invalidation: close under $335.50 Objectives: $355, then $362 The math works out to up 4.4% to the first objective and 6.4% to the second, against 1.4% risk on the invalidation. That is better than 4 to 1 to the second objective. Think of this swing setup like a sturdy house that took a hard rain last week and came out dry inside. Alphabet fell to $335.50 on Friday, then on Monday buyers held the $338.25 low and closed price at $340.16, up about 1 percent. The floor held twice and sellers could not push it lower. Earnings on October 28 are the next real test, and the October 30 calls sit right after that report, so the answer comes while the contr

$Alphabet(GOOG)$  The stock has been moving up in a fairly orderly way lately, without any sharp swings in either direction during recent sessions.

$NVIDIA(NVDA)$ $Microsoft(MSFT)$ $Alphabet(GOOGL)$ DeepSeek just released V4.1-Flash with MIT-licensed weights and stronger agentic coding. They're also pushing a search API at a fraction of the cost of competitors. Open-source plus aggressive pricing keeps putting pressure on the closed models.

$Alphabet(GOOG)$  $Alphabet(GOOGL)$ $SPDR S&P 500 ETF Trust(SPY)$ $Microsoft(MSFT)$ Mr. Market is hammering Google right now, but it could eventually go parabolic to the upside just like Microsoft did.

$Microsoft(MSFT)$ MSFT feels like a baby learning to climb a ladder. It moves up slowly, one step at a time, and each step looks solid without any real pullback.

$Alphabet(GOOG)$  I keep thinking GOOG will get dragged down when the bubble pops, but those call premiums really are juicy. A 5% yield every 30-45 days is hard to ignore.

$NVIDIA(NVDA)$  Nvidia has been in a bullish trend since 7/29/2026. That's not going to change anytime soon. There will be a big correction in November, but not in the stock market.

$Microsoft(MSFT)$  Is anyone else concerned that the visa ban could end up costing Microsoft more money and push the stock down? I've heard that the lifetime cost of an employee can run over a million when you factor in 401k, healthcare, and everything else. Visas help a lot with keeping costs down and staying efficient.

Hyperscalers are about to prove the capex skeptics wrong. Goldman sees Q3 capex up 116% y/y while combined cloud growth accelerates to 55%. When spend doubles and revenue growth accelerates, that's not oversupply. That's demand pulling supply. $Microsoft(MSFT)$  $Alphabet(GOOGL)$  $Amazon.com(AMZN)$ 

$NVIDIA(NVDA)$  NVDA is in uncharted waters right now, and it's been something to watch. For those who have been holding this one through the run, congrats. For anyone just following along, it's worth appreciating. Jensen has done well here.

$Alphabet(GOOG)$ What makes SA published articles so laughable is that they were actually the source of an article that gave me the idea to invest in NLST 6 years ago, when they covered NLST's victory over GOOG at the CAFC on the 912 patent. I think they just throw a dart at multiple submitted articles and publish whatever hits. SA is not interested in anything beyond subscriptions.

The case looks extremely bullish from here. The world's first dual-purpose chip: no one else on the market is doing this. Nvidia $NVIDIA(NVDA)$ , Apple $Apple(AAPL)$ , and Google $Alphabet(GOOG)$  make dedicated AI chips. Traditional ASIC manufacturers make basic crypto chips. Lokotech has designed a 256-core architecture that handles both Scrypt mining for Litecoin and Dogecoin, and Edge AI inference on a single chip.

$BlackBerry(BB)$ BlackBerry and $NVIDIA(NVDA)$  have a technology partnership that brings together BlackBerry's real-time operating software and Nvidia's high-performance computing and AI hardware.

Scott McNealy from Sun had a good reality check on this. At 10x revenues, to give you a 10-year payback, the company would have to pay out 100% of revenues for 10 straight years in dividends. What were people thinking? That was him back in 2002. In 1999, paying 10x sales for hardware was considered normal right before the Dot-Com crash. Now look at the semiconductor market. The AI hype tier sits above 15x to 25x price-to-sales. $NVIDIA(NVDA)$  is around 18x price-to-sales, and $Broadcom(AVGO)$  is around 19x. To justify an 18x P/S ratio today, an investor needs 18 years of 100% revenue payouts, assuming zero COGS, zero R&D, zero taxes, and zero employee pay. The market is pricing in continuo

Not sure if it's just me, but seeing the $Planet Labs Pbc(PL)$  CEO quote tweeting the $Alphabet(GOOG)$  CEO about collaborative work seems pretty bullish.

Counterpoint: adapted models account for the majority of the sovereign LLM build mix at 56% share, driven by $Meta Platforms, Inc.(META)$  Llama, which is the most preferred US open-source foundation for sovereign-adapted LLMs and captures a sizeable 38% share. Notably, the Llama LLM family stands as the dominant base across all the regions assessed in our research. In the first two parts of this analysis, we introduced our study and evaluated more than 170 models, spanning over 55 active sovereign LLM nations across the Middle East, Central & Eastern Europe, Western Europe, Asia-Pacific (APAC, excluding China), Central Asia, Africa, North America (Canada, ex-US), and CALA, to understand how nations outside the US and China are competing

$Alphabet(GOOG)$ Biggest agentic AI reach. Identity, email, calendar, browser, maps, payments, files, phone OS, etc. I started a position recently.

$Alphabet(GOOG)$ Just sit tight. The Wall Street curse, a fat short whale with unlimited free cash, is killing Google. Best to just sleep, take a vacation, or go to a bar and laugh or talk loudly. Sense will come back soon.