To The Moon

$Microsoft(MSFT)$  Microsoft is doing really well right now, while other hyperscaler rivals are having a harder time. If OpenAI goes public soon, that could be another tailwind. I'm buying.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$  Slowly rebounding. Anyone who picked up shares below $290 got in at a nice level. $Direxion Daily GOOGL Bull 2X Shares(GGLL)$ 

$Alphabet(GOOG)$ I ran Stock Meadow's scoring model with the Balanced style to rank communication services companies. GOOG comes in at number 5 in today's results.

$Alphabet(GOOG)$  16x earnings for the best company in the world.

$Alphabet(GOOG)$  The only silver lining is that it might pop from this low base after earnings. It's honestly wild how shortsighted the market is when it comes to GOOG.

$Alphabet(GOOG)$ AI investments are starting to show exponential results. This is the future, and it's a paradigm shift that will keep changing the world as we know it. The flying car stood out to me, along with Google's Gemini and the new AI Assistant.

$Eos Energy Enterprises Inc.(EOSE)$ 1.70EOSE at $1.70 per share is a rare gift. Moving to Thorn Hill is the solution to most of the issues suppressing their stock. But how often does a $1.70 stock have $800 million in backlog as well as a $24 billion pipeline? Also, their preliminary disclosures have been very accurate compared to the ERs released weeks later. And they have a solid plan that they're executing as they switch all production to their new efficient Thorn Hill facility, which will soon produce 24 hours a day. Once it's producing around the clock, the much higher scale will cause margins to improve a ton more than they already have for each of the past 8 quarters. Then profitability is soon achieved. This is a very clear road map,

$SoundHound AI Inc(SOUN)$ Agentic AI is heating up. Financial media outlets are talking about it more and more now. $Alphabet(GOOG)$ 

$Microsoft(MSFT)$ Another round of analyst updates following the previous day's coverage. UBS kept its Buy rating and raised the price target from $525 to $675. Citigroup also maintained Buy, lifting its target from $600 to $636.

Big catch on the 10-K fine print. Off-balance-sheet commitments jumping from $196B to $329B in a single quarter really shows how aggressively $Microsoft(MSFT)$  is locking in a power and compute moat. The trade-off is higher hurdle rates on Azure AI margins once those payments start kicking in.