$Alphabet(GOOG)$ PLTR has a very good business model but it's not without competition.The dark horse threat is Google who has now said they will now step in and use or make their technology ( which we all know includes WILLOW ) available to the USA military .I am sure that threat to Palantir is genuine and it will create what I think is hairline cracks in the moat.The broader point is that this is a bullish catalyst for Google , ( bearish for PLTR but uniquely bullish for Google)

$Microsoft(MSFT)$ I believe we have passed the bottom and started the slow climb back up until next earnings. Unless some dramatic news shakes this up or down I assume this will be how the next months will look like. Futures R GreeN all 3 Indexes...

$Alphabet(GOOG)$ Don't let Wall Street scare tactics fool you. This was a very solid quarter. This is one of the greatest companies in American history. I am in this for the long haul. This is a good entry point for those who don't already own the name.

$Microsoft(MSFT)$ I get excited every time MSFT shows up on my screener, because it is literally THE #1 stock in my trading universe (over 2000 stocks) in terms of its risk-adjusted per day returns (.23% based on over 1000 real and backtested trades). I mean it's #1 all time and that return is even MJs number. That has to be a sign...

$Alphabet(GOOG)$ Google & YouTube dominate online traffic, driving strong ad & subscription revenue growth. YouTube Shorts monetization is also gaining momentum.Google Cloud Growth: Now profitable, Google Cloud continues to expand and remains the fastest-growing major cloud provider. Expanding margins should boost profitability.

$Microsoft(MSFT)$ PLTR results prove one thing: US corporations believe in the utility and usefulness of AI and are willing to invest in it in all shapes and forms (from infrastructure to software everything in between included). This is very Bullish for MSFT and other tech stocks

$Alphabet(GOOG)$ honestly, I think the tariffs are great for GOOG. Not because it helps them in any way, but also it hardly affects them whatsoever (if at all) which makes GOOG a defensive stock in a figurative way during this time of uncertainty.

$Microsoft(MSFT)$ Patience is the silent partner of wealth. Microsoft isn’t just a stock; it’s a compounding machine in a world increasingly dependent on AI, cloud, and enterprise tech. Selling too soon is like leaving a tree just before it bears its best fruit—true rewards come to those who hold through cycles and let innovation do the heavy lifting.

$Alphabet(GOOG)$ WASHINGTON (Reuters) - Israeli cybersecurity firm Wiz says it has found a trove of sensitive data from the DeepSeek inadvertently exposed to the open internet.Wiz said that scans of DeepSeek's infrastructure showed that the company had accidentally left more than a million lines of data available unsecured. Those included digital software keys and chat logs that appeared to capture prompts being sent from users to the company's free AI assistant.Nobody wants TemuAI

$Microsoft(MSFT)$ As a long-term holder of MSFT, it is not unusual for MSFT to fall even after reporting good earnings. Seen it happen many times over the years. It has always bounced back and usually pretty quickly. The sun came up and evaporated the clouds, but the clouds will appear again. Bullish

$Alphabet(GOOG)$ Deepseek efficiency implications are more of a threat to hardware (chip makers), and maybe energy.Yet something to consider :"The Jevons paradox states that increased efficiency in resource use can lead to increased resource consumption." Also, word on the web is that Deepseek has leveraged for more compute/GPUs than what is being communicated. Look at the commentary within deepseek/LLM etc threads right now, the spike in usage has crashed the app. How will they support more usage?... More compute.Plus Googles AI has the ability to be commercialized at probably the largest scale possible. Breakthroughs in compute efficiency will reduce cost and benefit Google.Long Google (Calls Jan31-Jan 2

$Microsoft(MSFT)$ Whoa! What a day! Opened positions in MSFT, NVDA, AMZN, AMD, ORCL, ASML, and AVGO on the lows. Big Tech will come out swinging for the fences in earnings season. It's on, and it's on; they're backed by the White House Administration this time.

$Alphabet(GOOG)$ The real winner with all this Deepseek buzz is actually GOOGL / GOOG ... Breaking up one of the biggest US innovators in AI and weakening the US against Chinese competition in AI would be a huge mistake and Trump is completely aware of this.

$Microsoft(MSFT)$ CEO Satya Nadella says, "Jevons Paradox strikes again!" For what it’s worth, Jevons Paradox is basically this: when AI gets better and cheaper, people end up using it way more, not less. It’s like, the more efficient AI gets, the more we just can’t stop using it.

$Alphabet(GOOG)$ Goog p/e ratio is not that high but I believe it would do rly bad under a crisis since there won't be as much need for ads in the economy, would do very well otherwise because of buybacks, income statements, and because it's Google.

$Microsoft(MSFT)$ Looking at this possible long opportunity here, given that Nasdaq (QQQ) trades higher and also targets the 2024 High. Based on that notion, MSFT has more room to move higher and could give better RR on this trade/may provide low resistance liquidity run. It remains to be seen. Just a trade idea.

$Alphabet(GOOG)$ Imagine taking a firm stance and dying on the hill that google will drop significantly. google is, by a wide margin, the single most innovative company in the world and continue to capitalize on its intelligence. If you are not long, so be it- but if you are waiting to place a put on this company to squeeze out some money, I promise you that you can make way more elsewhere. Be careful. Google is solid

$Microsoft(MSFT)$ MSFT is in the middle of a $500,000,000,000 AI initiative. I have never been disappointed with MSFT long term they always deliver……this may be the makings of vertical movement in the share price and perhaps a split sometime in 2025?

$Alphabet(GOOG)$ GOOG is about to break the $200 resistance. It is very likely to see it happen within the next few days.GOOG is our 3rd highest holding with a portfolio weight of 10%We believe it is still far away from its peak market valuation. Extraordinary times are coming!

$Microsoft(MSFT)$ After hours gains in 'MSFT is the tip of the iceberg. Shorts will continue to spread fud. Institutions and hedge funds will continue to load up. Escape velocity is coming sooner than you think. Next few days might be the last chance to grab some MSFT before you will really have to pay up for the shares.