$Microsoft(MSFT)$ It honestly seems like a great buy, and I'm a bit shocked it's trading anywhere near under 400. When it breaks through that level, the price could move up pretty quickly.

We saw a big momentum shift recently as the price reclaimed and held above $194. AI infrastructure and data center names are heating up again following the latest developments around $IREN Ltd(IREN)$  and $NEBIUS(NBIS)$ , with investors positioning ahead of upcoming earnings. If $NEBIUS(NBIS)$  can clear $214, the next upside levels to watch are $233 and then $250, especially if $Alphabet(GOOGL)$  signals continued aggressive CapEx spending. Zooming out, the bigger picture still looks compelling. After this entire pullback, it could still be a setup with potential targets around $300 to $380 going fo

Looking ahead, I'm focused on accumulating shares in hyperscale players like $Microsoft(MSFT)$ , $Alphabet(GOOGL)$ , and AMZN. It seems the market can't sustain a long-term rally on semiconductors alone. The next phase of growth might come from the mega-cap tech names that have been lagging. $Alphabet(GOOGL)$  is near its 50-week moving average, and $Microsoft(MSFT)$  is near its 200-week. The price action, chopping around and holding support, could be how funds accumulate positions quietly. They might want the narrative that hyperscalers are a dead trade while attention is on semis—which, to be fai

$Alphabet(GOOGL)$ $Alphabet(GOOG)$  I spent the entire last week creating and listening to one great song after another, each 15 seconds long, using Suno AI and to a lesser extent, Google's Lyria on Gemini. Before this experience, I hadn't even listened to a single song all year. I'd say my music taste is pretty average, and I honestly think this is the future of music—and soon, all content consumption: AI-generated material tailored to individual preferences. You won't have to wait a decade for Wintersun to release a new album anymore. Just feed a few songs into an AI app, describe the style you want, and you're set. The better your description, the better the re

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Honestly, the whole chip trade isn't my main focus. I'm more interested in seeing Google keep growing its cloud business and figuring out how to monetize AI across all its operations. From my perspective, some of these chip and memory companies could use a reality check on their pricing.

$Avalon GloboCare(ALBT)$ They have the AMD partnership. This could see a significant move this week. $NVIDIA(NVDA)$  $Microsoft(MSFT)$  $Alphabet(GOOG)$ 

I'm not sure about the 6 million figure either, to be honest. How many days? 365. Out of those days, how much did you personally contribute to the company's valuation? I see. $Netlist, Inc.(NLST)$  is a 'Global Memory Powerhouse'. The 912 patents were used to build $Alphabet(GOOG)$  and every innovative product that was developed from the data stored unlawfully.

$Alphabet(GOOG)$ It's getting too cheap to ignore. Its P/E is lower than $Apple(AAPL)$ 's, yet it has higher margins, more net revenue, and more diversified income streams now with cloud revenue surging. Honestly, there’s nothing to dislike here.

$Alphabet(GOOG)$ This feels like the classic Wall Street move of shaking out weak positions before a push to new highs.

We saw some strong moves across a few names today. $Alphabet(GOOGL)$  was up 3.25%, $Microsoft(MSFT)$  gained 3.64%, and $Hims & Hers Health Inc.(HIMS)$  rose 5.3%. These are the kinds of setups I find interesting to watch—quality companies showing momentum as the market reveals where capital is flowing. The process is pretty straightforward: identify the names with strength, watch the key levels, and let the price action do the talking. I'm keeping these names on my watchlist as the momentum continues to develop.

I keep seeing the idea that SaaS is dead and AI is taking over, but the actual data seems to tell a different story. There are still SaaS companies posting consistent growth, even while the market prices them as if their best days are over. Take $Microsoft(MSFT)$ , for example. Microsoft is far from just a legacy software company now. Its cloud business, AI infrastructure, enterprise subscriptions, and recurring revenue are all combining into a pretty powerful growth engine. It feels like the winners of the next cycle might not be the companies trying to replace SaaS entirely, but rather the ones using AI to make their existing SaaS offerings even stronger. The market has a history of overlooking solid businesses during major technology shift

$Microsoft(MSFT)$ Copilot 365 is Microsoft's AI flywheel. It's a unique new revenue stream for the company, where AI meets recurring revenue, embedded across Office, Teams, Outlook, and Windows. Every document, meeting, and email becomes a data point for its AI ecosystem. This looks like the next phase of monetization for Microsoft, turning daily workflows into scalable AI services. Copilot 365 could transform the company from a software vendor into an AI infrastructure company with global enterprise adoption. It feels like Microsoft is building the operating system for the AI economy. Copilot 365 bridges cloud, data, and human productivity, and it's already live. The company's global footprint is significant, with operations in over 190 coun

$Amazon.com(AMZN)$ $Microsoft(MSFT)$ $Alphabet(GOOG)$ $Meta Platforms, Inc.(META)$ $Oracle(ORCL)$ The hyperscaler setup looks pretty clear: earnings revisions are moving higher while the stock price moves lower. That gap is meaningful. There's never a guarantee, of course. But when estimates keep getting revised up and the market is pricing them down, that's typically where the risk/reward starts to get interesting. I'm not chasing strength here. Just watching the disconnect.

$TeraWulf Inc.(WULF)$ In my opinion, even a small piece of any deal involving Anthropic could be worth billions in the long run. Looking at $Zeta Global Holdings Corp.(ZETA)$ , $Snap Inc(SNAP)$ , $Microsoft(MSFT)$ , $Palantir Technologies Inc.(PLTR)$ , and $Snowflake(SNOW)$ , I'm feeling very bullish.

Honestly, the argument comparing the two eras seems a bit off the mark. The distinction isn't just about valuation multiples; it's really about business models, capital efficiency, and the durability of the underlying businesses. Think about the greater monetization layer now—high-margin software subscriptions, ARR, and ads versus the low-margin hardware of the past. The customer base has expanded from mostly startups to include both enterprises and consumers. Free cash flow generation is more robust, coming from a diversified global business rather than being tied to physical inventory cycles. And the moats are different, built on AI models, data, and cloud ecosystems rather than commoditized hardware. The 2000 period is labeled a bubble because when speculative internet startup spending

AI infrastructure spending is still the key theme to watch right now. The current 2026 capex estimates for the major hyperscalers are around $725 billion. The biggest spenders are looking like: - $Amazon.com(AMZN)$  at about $200 billion - $Microsoft(MSFT)$  around $190 billion - $Alphabet(GOOGL)$  also around $190 billion - $Meta Platforms, Inc.(META)$  at roughly $145 billion All four report earnings in late July, and updated 2026 capex guidance could be a major catalyst. Given the acceleration in memory costs, AI compute demand, and data center expansion, the big question is whether these companie

$Alphabet(GOOG)$  Arete Adjusts Price Target on Alphabet to $450 From $425.

$Alphabet(GOOG)$ It looks like things could get pretty volatile over the coming weeks. From my perspective, I'm planning to hold on through it.

$Alphabet(GOOG)$  WIZ was acquired at 32x sales and isn't profitable. Meanwhile, S is selling at just 4.85x (27E), according to GOOG-AI.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$  Another solid close for Google. Honestly, it's hard to decide what's more satisfying—the gains, or seeing the bearish arguments get quieter for a while.