To The Moon

$Microsoft(MSFT)$  The third most profitable company in the world. The rest is just noise.

$Alphabet(GOOG)$  General AI concerns are temporary and natural. Humans are wary of change and want to see to believe. Patient investors will be rewarded handsomely, as always. GOOGL is on sale, as is MSFT and the others. There's no way AI can build replacements for operating systems, cloud OS, or office software that are deeply integrated into cross-company supply chains anytime soon.

$NVIDIA(NVDA)$ $SpaceX(SPCX)$ $Amazon.com(AMZN)$ $Alphabet(GOOG)$ If it helps, my top picks during this dip are Nvidia, SpaceX, Amazon, Google, Palantir (maybe???) and Berkshire if you can get in below $486. Sort of in that order. McDonald's is interesting around these 52-week lows. The internet keeps complaining about the price hikes, but I agree with it. Pricing out the EBT crowd has actually improved the ambiance, and the app still offers decent value for anyone with a decent credit score.

$Alphabet(GOOG)$ Once the capex tantrum is over, GOOG's price should go up.

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Currently at the 50 EMA around 359. I think it could bounce back to the 8 EMA near 368. Based on my own analysis, long-dated call options might present an opportunity.

Still holding $Palantir Technologies Inc.(PLTR)$ , $Microsoft(MSFT)$ , and ORCL. Enterprise software and AI infrastructure continue to attract capital for a reason. These companies have real customers and real cash flow. I'm far more comfortable owning these businesses than chasing whatever social media is hyping this week.

$Microsoft(MSFT)$  The AI opportunity is often discussed in terms of software and cloud revenue, but the physical buildout deserves equal attention. Data centers require power, transmission, cooling, and large amounts of raw materials. The infrastructure behind AI could become a major investment theme in its own right.

$Snap Inc(SNAP)$ If Snap can't pull this off, it's likely going to get acquired by major AI players that would want exclusive access to its hardware/platform to serve their AI. Either way, the stock is likely to go up. Microsoft, SPCX, Anthropic, and OpenAI will all be closely watching the launch. I wouldn't be surprised if an exclusive partnership is announced along with it.

$POET Technologies Inc(POET)$ Now practically connected to some of the biggest names in the AI game. $NVIDIA(NVDA)$  $Microsoft(MSFT)$  $Meta Platforms, Inc.(META)$  $Amazon.com(AMZN)$  The industry is moving toward faster, lower-power optical connectivity. AI factories need more bandwidth. Data centers need more efficiency. The market is finally starting to understand the optical interconnect story. I've been talking about this since nobody cared. Now everyone wants a seat at the table.

$Microsoft(MSFT)$ A very clean intraday inverse head and shoulders pattern is forming here. The structure looks textbook: left shoulder → dip → head → recovery → right shoulder developing. The neckline is becoming the key trigger zone. If buyers can push through and confirm the breakout, this pattern often signals a short-term trend reversal or momentum shift back to the upside. All eyes are on the neckline - that's where this either confirms... or fails.