To The Moon

$Alphabet(GOOG)$  $Alphabet(GOOGL)$ More upgrades coming through. Barclays raised its target to $425 and kept Overweight. Roth Capital raised its target to $440 and kept Buy. Pivotal Research raised its target to $475 and kept Buy. A few other firms held their positions this time. The analysts' average price target for GOOGL is $429.46. Rosenblatt kept Buy with a $410 target. RBC Capital reiterated Outperform with a $425 target. Wedbush reiterated Outperform with a $445 target. Citizens reiterated Market Outperform with a $515 target.

$Broadcom(AVGO)$ $Alphabet(GOOGL)$ $Alphabet(GOOG)$ I think Google and Broadcom are starting to look like generational buys, similar to Microsoft and Meta a few months ago. Broadcom being down YTD seems overdone after the last earnings report, and Google caught a lot of criticism for falling behind in the AI race, but they just released Argon.

$Alphabet(GOOG)$ Google DeepMind is working with Twist Bioscience on SynthID Bio, bringing watermarking to AI-designed proteins and DNA synthesis screening. Meanwhile, people are worried about ad sales at Google. I'm long $Twist Bioscience Corp(TWST)$  and $ARK Genomic Revolution ETF(ARKG)$  though.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ There's been a lot of chatter about Gemini 4 possibly dropping soon. Where there's smoke, there's fire.

$Rezolve AI(RZLV)$ $Meta Platforms, Inc.(META)$ $Alphabet(GOOG)$  $Amazon.com(AMZN)$ Rezolve AI looks like one of the most undervalued AI stocks out there. There's a big announcement coming up for the October 6th Investors Day.

$Microsoft(MSFT)$ Approaching a breakout level, with MACD showing bullish convergence.

$Microsoft(MSFT)$ Stifel upgraded Microsoft to Buy this morning, price target $530 to $575. That's about 15% upside from yesterday's $498 close. The thesis centers on Azure plus Copilot sustaining mid-to-upper teens revenue growth. The tension is the capex. Microsoft spent $41B in the fiscal fourth quarter and $145B for the year, and FY27 is expected to be heavier. Stifel's answer is that expense efficiency keeps margins stable and the cash flows cover it without outside financing. Inside the note: Microsoft reworked its OpenAI contract in April. OpenAI now shares revenue with Microsoft through 2030. Some of Azure's growth is a contract, not a bet.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$  Good to see 364 today. I'm just going to keep holding. Easy money.

$Alphabet(GOOG)$ Up 9 points before the open. Shorts are getting squeezed out here, and the stock looks set to keep pushing toward 485. Strong buy, bullish setup.

$Rezolve AI(RZLV)$ Brinks is probably wishing he had held onto AMD. He went long AMD back in 2014 and 2016 at roughly a $3 average cost, and eventually sold in the $200 range. He also made around 50% on his $Esperion Therapeutics(ESPR)$  position. I know he has started a position in RZLV as well, which he has shown on his Twitter account. Canyon got a group of us looking at RZLV after the $Alphabet(GOOG)$  Google partnership news and the subsequent earnings drop. The more I dig into it, the more compelling the valuation looks. RZLV is arguably one of the most undervalued AI stocks out there. The company is growing revenue at an incredible rate, wit