To The Moon

$Microsoft(MSFT)$ Just looking at a trade setup on MSFT. It closed near a key resistance zone after testing the June high. A decisive move above 466 would confirm the breakout and could open the door to 474, with the next technical target near the prior gap around 483.74. If price loses 462, the breakout setup weakens and risk should be managed accordingly. For me, patience and confirmation matter more than anticipation. Trading is a process, not a prediction.

$Alphabet(GOOG)$  I haven't seen any actual news that would explain Alphabet's premarket reversal from positive to negative. So I think there's a decent chance it moves back up once regular trading gets going.

$Advanced Micro Devices(AMD)$ Setting up nicely for $600 ER run then $680+ on earnings beat and forward guidance raise. $Meta Platforms, Inc.(META)$  $Microsoft(MSFT)$  $Cerebras Systems(CBRS)$  $Cisco(CSCO)$ 

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ Intel raised their capex as well. Makes Google's move look less isolated now. The stock feels completely oversold. Not complaining about getting shares at these levels though. $Intel(INTC)$ 

$Microsoft(MSFT)$ At this point it feels like everyone expects a beat followed by a sell-off on earnings. I sold a very small amount just to have something ready in case that happens. Looking back at the charts and seeing those past lows, you can't help but wish you had been buying back then. I'm picking up my ticket now.

$Alphabet(GOOG)$ That's a massive scale of growth. Google Cloud posted $25 billion in revenue for Q2, which is up 82% year-over-year.

$Alphabet(GOOG)$ It's one of the most straightforward picks out there. You get exposure to Anthropic, YouTube, Waymo, Maps, Search, Cloud, AI, plus a bunch of other investments we probably aren't even aware of yet. The earnings are set to be strong.

$Microsoft(MSFT)$ Finally back above 400. It would be good to see it hold that level.

$Alphabet(GOOG)$ I'm pretty confident GOOG will beat its record again. The market just seems to be waiting for some kind of move from Trump. I think there's a good chance he'll push something like TACO again to try and drive the market higher.

$Microsoft(MSFT)$  From where I stand, in a few years we might see a lot of folks looking back and saying they can't believe they didn't buy more Microsoft at $385. Short-term sentiment can create noise for sure, but I think the long-term drivers for Microsoft are still solid—their AI infrastructure, cloud business, and enterprise ecosystem look strong. The best chances often come up when solid companies are out of favor for a bit.