$NVIDIA(NVDA)$ Jensen Huang gave Nebius a pretty interesting nod at the Inflection event. He basically pointed out how $NEBIUS(NBIS)$ rebuilt for the AI era and scaled from a single data center to gigawatt-level AI factories in just about 2 years. That's not something you casually ignore when it comes from Nvidia's CEO. What stood out to me is the shift in framing from "tokenmaxxing" to "valuemaxxing," essentially building infrastructure where the actual AI demand is landing. It feels more like early validation, not just hype.
$Microsoft(MSFT)$ Hope the slow movers didn't miss the news. Satya rocked the internet today, singlehandedly overshadowing Anthropic and OpenAI. The SaaS trade is now the clear immediate rotation target. Microsoft is already at $395 on Hyperliquid today. It'll be over $400 tomorrow. $450 by end of June.
$Microsoft(MSFT)$ Not gonna lie, this is starting to get interesting again. Historically, the 200-week EMA has been a pretty strong long-term support zone. The P/E compression is also getting close to levels where buyers stepped in before. That ~$385 area keeps standing out on the chart. And the interesting part? The company itself doesn't exactly look broken. AI demand is still massive, cloud is still growing, and they're deeply tied into the entire enterprise AI stack. Could it go lower? Sure. Markets can always overshoot. But historically, these are the kinds of levels where people look back later and say "wow... that was actually a gift."
$Alphabet(GOOG)$ Oracle's earnings will be a sign for Google tomorrow. If the number beats estimates, which I think it will, Google should move higher tomorrow.
$Microsoft(MSFT)$ It's a shame Microsoft still can't turn positive. They have so much going for them. They'll make a lot from OpenAI, their investments are sound, and they've created ample opportunities across the board to deliver incredible gains for shareholders.
$NVIDIA(NVDA)$ When bears say Google raising money for more AI spend means it's over, I think they're missing the point. This isn't over by a long shot.