To The Moon

$Microsoft(MSFT)$ I agree, Microsoft, Service Now, SAP, Veeve, Zscaler, IBM, Salesforce, and of course IONQ, are solid picks. All represent significant opportunities.

$Alphabet(GOOG)$ I think Sam Altman is dragging his feet on the OpenAI IPO, which gives Anthropic a pertinent advantage if it goes public first. The benefits for companies like Google and Amazon that hold ownership in Anthropic would greatly increase. I hope my gut feeling is right, and in the meantime, I'm loading more shares of both GOOG and AMZN. The market has been acting like all the mega-cap techs are meme stocks dependent on the sector flavor of the day.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ I'm a bit unhappy about this Google drop, but then I think about MSTR... and I feel way better. The AI race is still too early to declare a winner from the top three. Alphabet is vertically stacked, is probably the winner in retail AI, and offers the cheapest compute pricing of the three. They just need to catch up in the commerce space. Then they take it all.

$Netlist, Inc.(NLST)$ $Micron Technology(MU)$ Back in 2021, we were just above $2 with no litigation wins. SK Hynix threw us a lifeline with a cinder block attached, and we still ran to $10.20. It was a bad deal, but it was about survival. Now, all we need is to win the '160' and '060' cases. That sinks Samsung's battleship and forces SK Hynix to either come to harbor or renegotiate at market rates. Then we can take Micron to task for their flagrant, willful infringement—they never had a license to Netlist's IP. If the CAFC sees through the corrupt PTAB under Kathy Vidal, we'll get massive press coverage. That's precisely when the '912' patent arrives at the CAFC for its oral hearing. By then, we'

$Palantir Technologies Inc.(PLTR)$ Growth is projected to exceed 800%. The early days of $Amazon.com(AMZN)$  and $Alphabet(GOOG)$  are classic examples. $Oracle(ORCL)$  is in a similar phase. None of these will sink.

$Alphabet(GOOG)$ This kind of sell-off just because a couple of employees resigned? No single employee is that critical, and Google has a deep bench to replace them. This looks like a significant buying opportunity.

$Microsoft(MSFT)$ This is a significant move by Microsoft. Reportedly, they've signed a 20-year power deal with $Chevron(CVX)$  to secure natural gas-fired electricity for their West Texas data center project. Key details include: first power expected by 2028, scaling up to 2.67GW, and using $GE Vernova Inc.(GEV)$  turbines for on-site generation instead of relying on the grid. This is a pretty clear signal of where AI infrastructure is heading. Hyperscalers aren't just buying chips anymore; they're essentially locking in their own power supply chains for decades. When you start seeing 20-year energy contracts tied directly to AI data centers, it tel

$Alphabet(GOOG)$  Very simple, Nvidia is the king, Google is the queen. The king will net 260B next year.

If $Microsoft(MSFT)$  ends up being the only stock outperforming in a down market, I don't see $360 coming that soon. Just being realistic, the bottom might be in. People realize how cheap it is now, and institutions will accumulate shares.

$Alphabet(GOOG)$ Still holding $Meta Platforms, Inc.(META)$  and GOOG. Advertising cycles come and go, but these platforms keep attracting users and generating revenue. That combination is hard to ignore.