$Alphabet(GOOG)$ai agents ain't just leveling up; they're rewriting the playbook in 2025. $GOOG burning $75B to flex its AI muscles? that's not just commitment—that's dominance. its Agentforce is now the go-to for automating biz like nobody's business—5k orgs didn't jump on for nothing.but here's the kicker: while everyone is riding the AI hype, only 26% can scale these bad boys beyond a pilot stage. why? it's easier saying "ai is the future" than shelling out serious cash and facing partner freakouts when things get real. alpha insight? keep your eyes peeled on those ai tokens in crypto—memecoins got some serious competition. the game's shifting fast, and the ones who can integrate effectively are gonna eat. in short, a
$Microsoft(MSFT)$MSFT Lot of portfolio rebalancing, dead-heading and mulching going on right now amidst the daily mkt turmoil. MSFT will be on a helluva lot of investor radars. A decent ER this week will bring massive inflows. Feels ripe to run.
$Microsoft(MSFT)$Microsoft is all about AI and AI is especially great at writing code and doing other "knowledge work" and, in turn, that's really all Microsoft is. Maybe Microsoft will one day just be a bunch of datacenters running AI agents with a few "carbon people" hanging around pretending to be important? Seems like a good business, lol.
$Alphabet(GOOG)$I think now is the time for Alphabet to invest more than ever on Gemini, Cloud, YouTube, and Waymo where each has long term growth ahead of them. The government is targeting Google's current bread and butter which is majority search, but search itself is changing and slowly declining and Google knew this was coming ever since ChatGPT exploded.
$Alphabet(GOOG)$Exiting my gold calls position , very nice gain. Will also be exiting some stock positions later and parking the money in a HYSA for like a year, this market volatility is stressing me out too much. Buying 1k shares of ASTS at market open as well and letting it ride for 10+ years. Will buy lots of GOOG also if it goes down after earnings.
$Microsoft(MSFT)$Because my timeline is for many years, so any stock movement now means nothing. Tbh, I mostly buy broad index funds, but I lurk here anyway. I do own individual shares of MSFT, but I'm confident of the company's ability to perform long-term, so I don't care about the current stock price.
$Alphabet(GOOG)$Like any other “startup” (See Amazon and Netflix years ago) get your customers first, scale your business and the profits will follow. Just like Amazon and Netflix, Google has first mover advantage in driverless car service and there is no doubt in my mind they intend to build a very profitable business with Waymo down the road. We’ll have to agree to disagreeFor now, I’ve got a lot of money invested in Google and sure hope I’m right! Good luck to you with your investments!
$Microsoft(MSFT)$PROGRESS TOWARD A BILATERAL TRADE AGREEMENT: Vice President Vance and Prime Minister Modi announced the Terms of Reference for a bilateral trade agreement between the United States and India.This announcement elevates significant work done since February 13, 2025, when Prime Minister Modi visited President Trump and the two agreed to launch negotiations for a Bilateral Trade Agreement between the United States and India.
$Alphabet(GOOG)$The real question isn't whether GOOG survives AI, but how AI reshapes the value of its ad inventory.Some search volume will likely shift to LLMs (eventually), reducing the number of traditional ad slots in search. But LLMs can substantially improve ad targeting. Early data from GOOG and META shows promising uplift in ad performance powered by AI.Also, some of the shift in search volume remain with Google at Gemini. Can they eventually start monetizing this?
$Microsoft(MSFT)$Another thing people don't talk about with Microsoft and other software companies is how much more productive and cost effective they will be as AI progresses. Microsoft is obsessed with making development and "knowledge work" more productive for others, but they are just as much making products for themselves. This creates a flywheel. It's not just about how much money Microsoft can make, but also how much more efficiently they can make their operations and R&D.