To The Moon

$Alphabet(GOOGL)$ Other companies are still trying to get to an IPO, while Gemini has been public for decades already. That's a pretty strong position to be in. I'm super bullish here.

$Microsoft(MSFT)$ Not really moving anywhere, but it's holding onto the gains. Usually those just get given back, so that feels like a positive sign.

$Microsoft(MSFT)$  Microsoft stock has grown roughly 14-fold since Satya Nadella became CEO in 2014, which works out to about a 23% annual growth rate.

Calls are starting to look interesting. Clean bounce off trendline support, with the 200DMA holding alongside the key $338–$340 support zone. The King Node is dated, but surrounded with positive gamma. Watching for a break above the 50DMA or $344 for entry, ideally with a stronger GEX Heatmap setup to confirm the move. Patience for now, but $Alphabet(GOOGL)$  is definitely on watch.

$Alphabet(GOOGL)$  They are accumulating shares here. By the time most people decide to buy, it will be too late. Some news will hit and the price will run to all-time highs without them.

$Alphabet(GOOGL)$  Seems like nothing major is posing a real threat to Google at OpenAI's dev day event.

$New Era Helium Inc(NUAI)$ Drop that tenant news = To the Moon => $50 +++ $Microsoft(MSFT)$  $SpaceX(SPCX)$  $NVIDIA(NVDA)$  $Tesla Motors(TSLA)$ 

$Alphabet(GOOGL)$  Easy name to park cash in while the market stays uncertain. Pipeline is full, PE at 17, sitting on the 200.

$Microsoft(MSFT)$ Best setup is an inside day. If yields support it, this should fly.

$Alphabet(GOOGL)$ They have their own TPUs and can offer Gemini 4 access at a much lower cost than competitors while still making money. No surprise Berkshire Hathaway took a position here.