To The Moon

$Alphabet(GOOG)$ If Nvidia can raise their dividends from literally 0 to 25 cents per quarter, then Google can certainly go from paying annually to paying that same amount per quarter. I think so.

$Microsoft(MSFT)$ Nvidia gave Microsoft a thumbs up on the call, claiming they have the most powerful AI servers bar none. Sounds like a good thing.

$Alphabet(GOOG)$ Google has rolled out Gemini 3.5 Flash globally, and it's surpassing GPT 5.5 in agentic benchmarks.

$Alphabet(GOOG)$ Honestly, a lot of people seem to forget that even with Greg Able as CEO, Buffett is still the one overseeing and approving the trades. To me, it looks like he's making sure the ship stays on course.

$Microsoft(MSFT)$  If it weren't for Ackman's move, this stock would be at $390.

$Alphabet(GOOG)$  Berkshire tripled its position in Alphabet during the first quarter.

$NVIDIA(NVDA)$  Honestly, if some people actually knew anything worthwhile, they might occasionally share something useful to liven things up. But for now, let's skip the nonsense. I'm still positive on NVDA.

$Microsoft(MSFT)$ It's been a rough stretch for Microsoft, and that might continue for a bit. But I believe it will come back very strong. The longer it stays down, the harder it rips back up.

$Alphabet(GOOG)$ The third quarter could be GOOG's biggest ever. With the soccer fever, YouTube will be the biggest winner, unmatched.

$Alphabet(GOOG)$ I think we need to reclaim the 400 level soon and put it firmly in the rearview.