To The Moon

$Micron Technology(MU)$ $APPLIED DIGITAL CORP(APLD)$ $Amazon.com(AMZN)$ $Alphabet(GOOG)$  $CoreWeave, Inc.(CRWV)$ I'm taking the rest of the week off, or maybe I'll just wait and see what the PPI report brings. Chances are the market stays red for another 3 to 5 trading days, and after that, those with cash could be in a good spot.

Feels like the narrative on $Microsoft(MSFT)$  is finally shifting from AI spending concerns to AI monetization potential. The market has been pricing in the costs, but not nearly enough of the upside. 600+ soon. CPI doesn't really matter here. Buying the dip.

What do you think about these businesses over the next 10 years? Alphabet (GOOGL) Microsoft (MSFT) TSMC (TSM) ASML (ASML) NVIDIA (NVDA) Visa (V) Intuitive Surgical (ISRG) S&P Global (SPGI) Amazon (AMZN) Meta Platforms (META) $Alphabet(GOOG)$  $Microsoft(MSFT)$  $NVIDIA(NVDA)$  $Amazon.com(AMZN)$  $ASML Holding NV(ASML)$ 

$Rezolve AI(RZLV)$ 8.XPrice target-wise, I think we hit $10 by September next year. Agentic AI is going through rapid adoption. The $Meta Platforms, Inc.(META)$  Muse app demonstration with RezolvePay was incredible. Lots of good news for Rezolve in the near future. Debt satisfied, new loan structure. $Microsoft(MSFT)$  news and $Alphabet(GOOG)$  update on the infrastructure deal.

$Microsoft(MSFT)$  Time to reduce exposure here. Still bullish.

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Google is showing an upward-sloping base, with higher lows hugging a rising trendline or moving average. That pattern typically reflects persistent institutional accumulation. Buyers are stepping in at progressively higher price levels, which suggests underlying strength.

$Microsoft(MSFT)$  Trying to move back into the previous green trend box after the OpenAI revenue miss.

$Microsoft(MSFT)$  Microsoft and Nvidia are pushing AI further with the Surface Laptop Ultra, which Satya Nadella and Jensen Huang are unveiling. It runs on Nvidia's RTX Spark chips, with the goal being to run AI agents locally without the cloud. Looks like a big opportunity for both companies, though memory costs could make these AI PCs pricey.

$Microsoft(MSFT)$ Azure activity is trending bullish. I wouldn't be surprised if a decent part of that came from $Rezolve AI(RZLV)$  products on Azure and Foundry.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ Feels like the pattern of every pop getting sold into has gone on long enough. It would be good to see these moves actually get built on and turn into a real run.