$Rezolve AI(RZLV)$ $Alphabet(GOOG)$ Given the huge amount of data Google hired Rezolve AI to keep sifting through, I can't help wondering whether Google might at some point just decide to acquire Rezolve AI outright. That would also bring in the entire Subsquid crypto blockchain network and its capabilities. An acquisition would make complete sense, but I'd rather see RZLV keep succeeding and growing on its own. If Google did buy them, though, I'd at least hope for a $15 per share premium, since RZLV has been trading below a third of its value recently.
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ It's pretty clear the market isn't going to let the price drop much further from here. Going lower would really be a bet against Berkshire, and that hasn't been a winning bet historically. Ever. Market makers want to keep their jobs too. Betting against Berkshire and losing would be tough to explain to the bosses.
$Alphabet(GOOG)$ Micware (NASDAQ:MWC) IPOed on the Nasdaq in 2026 and can absolutely compete with Google and Apple in Japan, but it does so through a fundamentally different architecture and B2B approach. Instead of trying to deploy a massive consumer-facing mapping application, MWC leans on its new AI spatial platform, DynaPlanet, to challenge legacy tech with specialized strategies: 1. Google and Apple rely on proprietary fleets of street view vehicles and planes to record mapping data. DynaPlanet uses a specialized automated ingestion pipeline. Open Map Fusion: It uses the government's 3D city modeling project "PLATEAU" and OpenStreetMap as its structural foundation. Real-Time Edge Data Crowdsourcing: It integrates active visual and spatia
$NVIDIA(NVDA)$ Jensen has earned a lot of respect. Yearly market-beating returns, a quarterly cash payment, countless partnerships, solid investments, and of course top-tier chips and software. He is a true visionary, and bulls appreciate it.
$Microsoft(MSFT)$ I don't really know what to say at this point. Still a small position. Started back in March 2025 at 365, now holding 227 shares with a 368 average. I saw 555 and still strongly believe it's going way higher someday. I did sell some at 555, by the way, but I got more back cheaper.