$Alphabet(GOOG)$ We should close in the green today. Waymo Premier will solidify Google's already solid lead in robotaxis, and that's literally just a side business for them. Still criminally undervalued.
$IBM(IBM)$ IBM is down -17.34% from its 52-week high, and it has retraced to the 50% Fibonacci level. Looking ahead, the company has a clear roadmap for quantum computing. They anticipate releasing the error-corrected supercomputer "Starling" in 2029, with an even more performant system following in 2032. The U.S. Commerce Department is backing this with a $1B investment for IBM's quantum chip foundry. The CEO mentioned plans to invest over $10B in quantum computing over the next 5 years, focusing on fault-tolerant systems, Qiskit, manufacturing scale, and ecosystem partnerships. He said, "...we'll come and shock everybody three years from now... we have about 300 institutions, clients, governments who work with us deeply on quantum, so I thin
$Microsoft(MSFT)$ Is Microsoft spending too much on AI? The short answer is no, because their core business is practically printing money. Looking at their latest Q3 FY26 results, their financial health is elite: - **Core business strength:** Operating cash flow grew 26% to $46.7 billion, proving their everyday products are more profitable than ever. - **Self-funded AI race:** They spent $31.9 billion building out AI datacenters this quarter without needing to take on heavy debt. - **Zero debt worries:** They hold $78.3 billion in cash, easily out-bulking their $31.4 billion in long-term debt. - **Highly stable revenue:** Over 65% of their business is now predictable cloud subscriptions, giving them massive stability for the future.
$Alphabet(GOOG)$ If Google's AI chips come out and can compete with NVIDIA, I think the stock could double within weeks. And that might just be the beginning.
$Microsoft(MSFT)$ To me, signing off on a stock split before AI hits the next gear and giving the retail investor a path forward is the right thing to do. Most companies couldn't care less about retail investors like us.
$Microsoft(MSFT)$ BlackBerry feels like the new MSFT and ARM. Its QNX is the operating system for AI, robotics, and all vehicles. It's hitting new highs, yet the market cap is still only $5 billion.