To The Moon

$Alphabet(GOOG)$  I'm pleased with the return of $Alphabet(GOOGL)$  search growth, revenues of $63 billion, and cloud acceleration at 48%. Plus, seven $Alphabet(GOOGL)$  products each have two billion active users. That's a Ferrari compared to a Toyota.

$Alphabet(GOOG)$ glad to see $350 before the earning, least $375 post

$Alphabet(GOOG)$ For $7.99, $Alphabet(GOOGL)$  is expanding the availability of "Google AI Plus," its mid-tier subscription plan for productivity and creativity tools, in 35 countries and territories, including the United States.

$Alphabet(GOOG)$ Alphabet has acquired the 3D ai generative models startup Common Sense Machines.

$Alphabet(GOOG)$ The next five X will be RIGL. This stock is undervalued, with EPS over six dollars and three approved FDA drugs on the market.

$Alphabet(GOOG)$ I'm a very happy shareholder. The fun continues. How could anyone be bearish?

$Alphabet(GOOG)$  $Honeywell(HON)$  launches AI solution in collaboration with Google. $Papa John's(PZZA)$  partners with Google Cloud for food ordering agent. $Shopify(SHOP)$  expands AI shopping partnership with Google.

$Alphabet(GOOG)$  $Alphabet(GOOGL)$ 's autonomous driving roadmap looks promising, worth keeping tabs on

$Microsoft(MSFT)$  Cash flow observations are academically sound, though the target audience exhibits kindergarten-level attention spans and craves instant rewards, making such discourse largely ineffective

When high-beta plays like $Oracle(ORCL)$  and $NVIDIA(NVDA)$  get smacked around, it's like getting a reminder why I stick with MSFT. Their ARR-driven revenue model - enterprise licensing, Azure, Xbox ecosystem plus consumer devices - acts like shock absorbers better than most megacap tech. $Microsoft(MSFT)$  might not lead the pack in rallies, but sure knows how to take punches.