To The Moon

$Snap Inc(SNAP)$ It looks like MSFT might be buying this one this month. Evan and Satya were seen hanging out in the Bay area.

$Microsoft(MSFT)$  AI infrastructure and mega-cap tech are still pulling in a lot of the market's liquidity. Among the names moving, NVDA is up 3.52%, MU gained 1.04%, SPCX rose 1.87%, and MSFT and AMZN are up 5.16% and 4.46% respectively. MSFT pushing toward 488.46, AMZN surging to 285.46, and NVDA coiling strong near 207.04. It looks like serious capital is flowing into core tech names, with liquidity being absorbed ahead of the next expansion.

$Microsoft(MSFT)$  It's about time. I'm looking for a rally back toward 500 or higher.

$SPDR S&P 500 ETF Trust(SPY)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ Anyone else watching those $Microsoft(MSFT)$  $450 calls into earnings? The move from $4 to $18 was something.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$  It is strange seeing a company with more than a decade of AI research and engineering DNA getting treated like it is somehow behind in AI.

$Microsoft(MSFT)$ MSFT longs have been through a long stretch of waiting. The patience, holding through the sideways grind, and sticking with it while the crowd chased other names — that finally paid off. That kind of conviction, holding when it is not easy and adding when no one else wants it, is what real investing looks like. Well earned.

When $Meta Platforms, Inc.(META)$  is pulling in around $61 billion in quarterly revenue and close to $240 billion annually, the AI spending doesn't really look like a big problem to me. One year of heavy spending, and then you get to enjoy the AI-driven performance improvements over the next 10 to 20 years. That seems like a reasonable trade-off. Looking at $Meta Platforms, Inc.(META)$ 's last six quarters of earnings, a slight change in EPS isn't a big deal. $Microsoft(MSFT)$  and $Alphabet(GOOG)$  also reported good earnings.

Google Cloud's growth is +82%, completely outpacing Azure's +43%. $Alphabet(GOOGL)$  has been coiling through the $331.62-$342.50 zone, while $Microsoft(MSFT)$  is pushing toward $400. It looks like liquidity is quietly being absorbed off support, with the next leg up potentially setting up.

Looking at what $Meta Platforms, Inc.(META)$  $Alphabet(GOOGL)$  $NVIDIA(NVDA)$  are spending in their earnings reports. $SanDisk Corp.(SNDK)$  reports next week, and that should be very positive for the stock. Seems like a big beat is coming. Useful to reference against other tech spending.

$Alphabet(GOOGL)$ If Microsoft comes out with really strong guidance and the right signals during the earnings call, $350+ by Friday still feels possible. But with the market dipping hard, it won't be easy. The main thing I'm watching is Azure growth. That number directly matters for Google too, since they compete head-to-head in cloud infrastructure. If Microsoft does well there, it's a solid sign for the broader space. What I'm really listening for is any mention of local AI models — specifically how Kimi-K3 and Qwen models are being used on their infrastructure, and how enterprises can actually tap into those models.