To The Moon

$Alphabet(GOOGL)$ $NVIDIA(NVDA)$ , $Apple(AAPL)$ , and $Amazon.com(AMZN)$  all seem to be doing a similar thing right now... quietly trying to base and find a low within an existing uptrend. Honestly, nothing exciting on the surface. I'm not overcomplicating this. In this kind of market, I'd rather be patient and scale into dips while the trend is still intact than try to time the exact bottom or chase green candles after they've already run. My mindset here is pretty simple: Strong names stay strong. Pullbacks inside uptrends are opportunities, not warnings. Don't fight leadership just because it pa

$Apple(AAPL)$ Nobody is ever selling their Apple; it's a compounding machine.

$Microsoft(MSFT)$ Ten years ago, Microsoft was around $50 (split-adjusted), trading at about 21x earnings. The market viewed it as a legacy Windows/Office name that missed the mobile wave, with Azure playing second fiddle to AWS. Today, it's around $390, still at about 21x earnings. But the underlying business is a completely different story. Intelligent Cloud is running at a ~$135B revenue pace, with commercial RPO around ~$630B, up 99% year-over-year. What the market is worried about: AI capex pressure, concentration on OpenAI, and the risk that AI could compress the per-seat software model Microsoft was built on. What might be getting missed: Microsoft isn't just defending those seats—it's turning them into the distribution layer for enter

$Adobe(ADBE)$ Started a position here. Also back in $Uber(UBER)$  and MSFT. Lots of great companies that are healthy and growing are on sale for people who were chasing companies with 100+ PE valuations. Wild times, set and forget.

$Microsoft(MSFT)$  Just remember, Ackman's average cost was significantly higher. The current price is a lot more attractive.

$Microsoft(MSFT)$ With a P/E ratio well below both GOOG and AMZN, the current valuation seems like a good time to buy and hold for a while.

$Apple(AAPL)$ The most important thing today was Morgan Stanley's Erik Woodring raising his target from 330 to 360 after WWDC. In my opinion, Woodring is the top Apple analyst, and I think most of Wall Street agrees.

$Alphabet(GOOGL)$ $Amazon.com(AMZN)$ $Meta Platforms, Inc.(META)$ $Microsoft(MSFT)$  $Oracle(ORCL)$ Whoa… the AI spending spree is getting wild. $159B in debt already issued in just the first 5 months of 2026. That's 47% more than ALL of 2025 ($108B). YTD debt surpasses the combined issuance from 2020–2024. These companies aren't playing small—they're going all in on AI infrastructure. Think data centers, GPUs, power, networking… the whole package. If you've been sleeping on AI cloud, this is a clear wake-up call. We're li

$ServiceNow(NOW)$ $Oracle(ORCL)$ $Microsoft(MSFT)$  $Salesforce.com(CRM)$ So what are people thinking about the CPI data release tomorrow? Will there be any good news? Or is the market down today because of a possible leak? Also, I think Oracle's earnings tomorrow could help offset any bad news.

$Microsoft(MSFT)$ I'm glad to have the chance to accumulate more at 400. I thought the window was closed after it shot up to $466 not long ago. For those with a multi-year horizon, buying these premier blue chips on dips and holding seems like a reasonable approach.