To The Moon

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ Feels like the pattern of every pop getting sold into has gone on long enough. It would be good to see these moves actually get built on and turn into a real run.

$Microsoft(MSFT)$ Piper Sandler raised its Microsoft price target to $610 from $550, keeping an Overweight rating. Billy Fitzsimmons pointed to the "Super App" announcement, the uplift from the new E7 enterprise licensing plan, and consumption-based pricing contributing more to Copilot and Cowork. Piper says every 10% shift of seats from E5 to E7 drives a $2B annualized revenue uplift, and they also see a path to new Copilot and Cowork consumption revenue scaling to a $2B annualized run rate by fiscal 2028. They now have increased confidence in Microsoft 365's outlook.

$Microsoft(MSFT)$ Yeah, a little disappointing today but I still like the 528.40 at some point this week. Closing over my 508.12 is a positive.

$Alphabet(GOOG)$  $Alphabet(GOOGL)$ Low-cost producers usually end up winning. Google has the lowest cost, while OpenAI and Anthropic are at the high end on costs.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$  There's no real reason for this kind of drop in Google's stock except people acting irrationally. Selling into it would just be the trap that makes others wealthier.

UBS started coverage on Cipher Mining Inc. ($Cipher Mining Inc.(CIFR)$ ) with a Buy rating and a $23 price target, pointing to 493 MW of signed high-performance computing (HPC) and AI leases with Google Cloud $Alphabet(GOOGL)$  $Alphabet(GOOG)$ , Fluidstack, and Amazon AMZN. That's a sizable infrastructure footprint and marks a real pivot for Cipher as it moves from being a pure-play crypto miner toward becoming a provider of scarce AI and institutional data center capacity. The market still seems to undervalue the pipeline, though attention looks like it's picking up. Analysts estimate the near-term leasing agreements alone account for roughly $1

$Microsoft(MSFT)$ Stifel upgraded Microsoft to Buy with a $575 price target, pointing to Azure acceleration and Copilot growth. They remain bullish on Azure momentum, Copilot adoption, and operating efficiencies driving further upside.

$Microsoft(MSFT)$ Oppenheimer raised its Microsoft price target to $570 from $515, keeping an Outperform rating after a recent headquarters meeting. The firm came away comfortable that its acceleration with capital discipline thesis for Microsoft remains intact. In Oppenheimer's view, Azure and M365 commercial can sustain business acceleration in FY27 as Copilot monetization remains strong, more compute capacity comes online, and customers increasingly standardize on Microsoft as the primary enterprise AI platform. Efficiency gains and capital discipline are also key focuses, yielding more predictable capex and positive free cash flow this year, unlike some hyperscaler peers.

$Microsoft(MSFT)$ Love it. PDSB and GPRO are also my two favorite small caps for the near future. Bullish on both.

Alphabet shares have fallen 15% from their May highs as investors question the company's position in artificial intelligence, but MoffettNathanson analyst Michael Nathanson argues Wall Street may be focusing too heavily on AI model rankings rather than Alphabet's broader cloud opportunity. Recent departures from Google DeepMind and delays to the Gemini 3.5 Pro model have raised concerns about Alphabet's ability to stay at the forefront of AI. Nathanson, however, believes Alphabet is pursuing a different strategy from AI-focused rivals such as OpenAI and Anthropic, with Google Cloud potentially representing a more important driver of long-term value. MoffettNathanson projects Google Cloud revenue could grow at a 48% compound annual growth rate through 2030, as businesses increasingly adopt