$Rum Group Inc(RUM)$ The Department of War has announced it is looking at cloud vendors beyond $Amazon.com(AMZN)$ and MSFT. I wonder who might end up getting a slice of that pie.
$Alphabet(GOOG)$ Given how fast AI is advancing, it looks like the best sector to put money into. There will be bumps along the way, but over the long run AI feels like the strongest investment, nothing like the 1990s. Gen Z will probably be the ones driving this forward for the next few decades.
$Alphabet(GOOGL)$ Evercore raised its GOOGL price target to $450 from $420, citing strong Search survey results. Among the highlights: 78% primary engine share, and Gemini closing the gap with ChatGPT. That implies roughly 30% upside from here.
$Alphabet(GOOG)$ I'm a long term investor, not a day trader. If you're looking for commentary on rates or political issues, that's not really what I do here. Everything in between is just noise to me. What I'm keeping an eye on is the progress Google is making. Sometimes I add to my position when I see value or what looks like unreasonable panic.