To The Moon

$Alphabet(GOOG)$ Google is looking to expand its artificial intelligence infrastructure and is leasing servers equipped with Nvidia's Blackwell chips from CoreWeave. The demand for AI computing continues to grow.Would think it was bullish since all the news on youtube and search

$Microsoft(MSFT)$ President Trump has now brought in over 5 trillion dollars of new investment to America! By using tariffs, it will be harder to manufacture overseas than to manufacture right here in America, thus creating tens of millions of new jobs for Americans!

$Alphabet(GOOG)$ DeepMind is holding back release of AI research to give Google an edge.Google’s artificial intelligence arm DeepMind has been holding back the release of its world-renowned research, as it seeks to retain a competitive edge in the race to dominate the burgeoning AI industry.The group, led by Nobel Prize-winner Sir Demis Hassabis, has introduced a tougher vetting process and more bureaucracy that made it harder to publish studies about its work on AI, according to seven current and former research scientists at Google DeepMind.

$Microsoft(MSFT)$ Glad I didn't take my money and run this morning! That trade worked unexpectedly well. MSFT played up to its usual level (and beyond) for a change. I sold the position at 382.10 just before the close for a 2.04% gain in 1 trading day. It's nice when a trade goes this smoothly, and given how the market has been lately - it feels good not having to worry how long it will take to close. On to the next one...but I'll be back again for MSFT. It still hasn't failed me yet!

$Alphabet(GOOG)$ Google is one of the most innovative companies and not just search. Waymo, wings, drug innovations, Youtube, growing cloud, cybersecurity, quantum, and robotics. Don't be short sighted. Google is a boon for the long term.

$Microsoft(MSFT)$ MSFT is scaling back on some data center expansions amid shifting AI training needs. Meanwhile, it’s developing its own AI models to rival GOOGL, AMZN, and META. MSFT continues betting big on quantum tech despite some skepticism. Read about AI stocks

$Alphabet(GOOG)$ Alphabet price target lowered to $167 from $184 at Wells Fargo Wells Fargo analyst Ken Gawrelski lowered the firm's price target on Alphabet to $167 from $184 and keeps an Equal Weight rating on the shares. At recent trough multiples and with bearish investor sentiment, there is temptation to become more constructive on Alphabet shares, the firm says. Wells stick to its cautious stance as conviction grows in its search disruption thesis and below-consensus estimates.

$Microsoft(MSFT)$ Microsoft msft opened at $378.80 with a market value of $2.82 billion. The company reported an EPS of $3.23, beating estimates. With a PE ratio of 30.50 and a dividend yield of 0.88%, it remains a solid option for investors.

$Alphabet(GOOG)$ The new version of Profession version annouced 2 days ago has beaten most of the benchmark with super thinking ability. It is an excellent productivity tool. You can generate the whole functioning system instead of individual program. Google will dominate the profession development market.

$Microsoft(MSFT)$ due to high leverage at REITs, I’d say MSFT should deserve a highly comparable one. If you found a REIT growing its top and bottom lines at 10-15% organically (without acquisitions, etc) then it would be trading at 30x FFO, and that’s inclusive of having tons of leverage.REITs are just one example. Non-tech quality names typically trade at 17-22x earnings even with minimal growth, but get to much higher multiples with 5-7% kind of growth. And again, with lots of leverage.