To The Moon

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ I rated it a strong buy given the fact that we see it outperforming the market, the fact that it's amongst the cheapest in large cap tech and given the strong moat. There could be more upside ahead than $230 if there's any multiple expansion beyond where we've modeled Google to end up at. I believe that we'd be at 20.66x earnings by the end of the period, but looking at $Apple(AAPL)$ trading at 35x+ TTM earnings, there could be more expansion ahead.

$Palantir Technologies Inc.(PLTR)$ While DeepSeek’s cost-efficient AI model suggests a new competitive landscape, it actually reinforces the demand for Palantir’s AI-driven data solutions. DeepSeek’s low-cost development primarily challenges commercial AI players like OpenAI but does not threaten Palantir’s deeply embedded government contracts and mission-critical defense applications. The U.S. government prioritizes security, compliance, and reliability, areas where Palantir has an irreplaceable foothold. This makes the AI infrastructure spending shift a net positive for Palantir rather than a risk.

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ if GOOGL just explodes tomorrow, those March calls are gonna go absolutely nuts! I’m still holding mine, and honestly, I’m feeling pretty good about it. Last week, we loaded up on weeklies, cashed out at a sweet 50% gain, and now I’m itching to jump back in. This stock’s trading in such a solid range right now—it’s like a playground for traders. Easy money, if you ask me. I mean, come on, it’s Google! You know it’s gonna bounce around, and when it does, I’ll be ready to ride that wave. Let’s go!

$Palantir Technologies Inc.(PLTR)$ I bet the shorts are going crazy over at the PLTR board misleading investors right and left with Deepseek. This (Deepseek) is actually good for PLTR if you consider Gotham, Foundry, etc. as their cake and AI as the icing on the cake...then their icing is about to get cheaper...it's called competition.If the DeepSeek is as transformational as has been reported (requiring just 5% of the chips as ChatGPT), this could dramatically reduce the hardware barrier to more widespread AI software adoption. Cheaper hardware drives more software sales. It's as simple as that.

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ I think the real winner in all this Deepseek hype is Google. It’s pretty clear to me that breaking up one of the biggest forces in AI, especially one that’s been leading the charge on innovation, would be a huge mistake.Google’s been quietly stacking AI talent, research, and infrastructure for years. They’ve got DeepMind, TensorFlow, and a mountain of data. While everyone’s freaking out about China’s rise, Google’s sitting there like, “Yeah, we’ve been doing this.”DeepSeek’s rise is a wake-up call, but Google’s got the tools, the talent, and the track record to stay ahead. Long GOOGL—this is just the beginning. 🚀🧠

$Palantir Technologies Inc.(PLTR)$ PLTR did it again.DeepSeek makes it clear something that Palantir's management has been saying for months:1. AI models are set to become commodities. 2. All the value will accrue to the application and workflow layer = helping organizations orchestrate K-LLMs to deliver output.3. You need ontology's security to ensure the LLMs can only see what they can see (CCP, no thanks). "The real value will be in the intersection between your business logic, your business norms/laws/ethics and the LLMs."Alex Karp, Apr 23:"People have it wrong. They think all the value is in the LLMs. AI models are like hydrocarbons in the ground. They need to be processed. That hydrocarbon-like LLM is essentially wo

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ GOOGL is consolidating under its all-time high as the daily 5 SMA (arrow) catches up to price 📈 It's worth watching for a potential breakout in the coming days. Google started using TPUs in 2015 and allowed external clients to use it starting 2018. Google has never been given credit for this and I don't see it happening in the future. Google's issue is not that it does not have great products, Google's leaders suck at brining attention to their products and the market never rewards them

$Palantir Technologies Inc.(PLTR)$ Don't get me wrong, I am a huge fan of Palantir. I try to go by experience. Over my 40+ years of investing in almost every case when a stock like that shows a huge increase one year, then the following year it comes back down closer to reality. I sold 3/4 of my position at 75. My cost basis was 16. When the stock comes back down closer to reality (even with a big premium) in the 50's, I will be a big buyer again.

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Google’s been getting rejected over the 200 mark like it’s its job. It keeps testing that level but just can’t break through. For the bulls to really take control here, they’ve got to smash through 201.28 and actually hold above it. If that happens, I’m looking at 210 as the next major target. But here’s the thing—don’t try to jump the gun. Don’t get greedy and chase it before the breakout. Patience is key. Wait for that clean break and hold above 201.28, then you can get in with more confidence. It’s all about waiting for confirmation—no need to rush and risk getting stuck in a fakeout.

$Palantir Technologies Inc.(PLTR)$ Palantir is possibly the most “overvalued” large cap in history at the moment, but if it is also the most revolutionary company in history, then this is not inappropriate. The stock is a must-have in many types of portfolios and indexes. No one else can offer a product anything like this type of AI, and it is so valuable to public and private enterprises that they are recognizing they will need it for survival in this new age.Impenetrable moat and great pricing power. Their contracts are expensive so they don’t need to add a lot of customers per quarter to keep accelerating growth at alarming rates. This thing will scale like $Microsoft(MSFT)$ .