To The Moon

$Alphabet(GOOG)$   Keep adding. Mag 7 rotation is real. Prior, MSFT was down and spat on. Then it recovered from 300 level to 500 level. As if nothing happened. When this was happening, we see Google and nvda going up every other day.  Phase 1 of Al is ending. Phase 1 main gainers are storage and chips. Phase 2 should start soon. Who is in Phase 2? Hyperscalers. And who are the cheaper and most reliable hyperscaler at the moment? All except MSFT  Note: Probability of TSLA being a hyperscaler by turning itself with vertical integration is highly probable. 

$Palantir(PLTR)$  

$GOOG 20261113 340.0 PUT$ Why scared?  If you don't pour money in now, you gonna lag behind the others in mag 7.  Also, TPUs on the backlog haven't been accounted for until customers pay Google. EU fine is also a 1 off fine.  Whenever you hear a harbinger of doombringers, it's usually one of the best signal to start averaging in.  Before you state negative cashflow an AI bubble bursting or whatever narrative, ask yourself if any fundamentals changed.  Is Google not pouring into its cloud? Yes, they are. Why? Because demand is insanely high.  Nonetheless, I'm cool with selling cc while waiting for the shakeout to be done.  May yall all swim in profits 

$MSFT 20260807 420.0 PUT$  No, not this time. Current undervalued mag 7 are $META and $GOOG.  Same scenario of AI Capex, but MSFT announced their backlog aka RPO (Remaining Performance Obligations) However, $GOOG didn't announced that. Hence don't be surprised if Goog do another Q2 post ER move, climbing back to 320 or more in a short span of time. I never liked zuck, but he is making very smart moves.  As for Google, yeah i get why investors are worried bout the whole monetisation etc. search slow etc. But seriously, did the fundamentals change? No. We ask AI but remember, your searches goes to Gemini. And I'm actually impressed with Gemini more than co-pilot. Still, please do your own due diligence. CHEERS

$Palantir Technologies Inc.(PLTR)$  

$Palantir Technologies Inc.(PLTR)$   Looks like supply zone getting absorbed. Short term, no idea. Long term, hold.  If it breaks and stays above 200, on the balance of probability, pltr should challenge her ATH. Then comes the next ER. Usual patten for PLTR, drop before, pop after. Please stop making 20 trades on every swing. Just hold. 

Let's have another look at $Alphabet(GOOG)$  Not sure if most know but Google actually diversified their own portfolio. No, they aren't just your search engine and YouTube.  Google own stakes in companies like $AST SpaceMobile, Inc.(ASTS)$  & $SpaceX(SPCX)$  and more. Now if you are a long term holder, great, kudos to you. Google is a solid long term pick. The last time $Goog dived largely in a single day was back when Q2 ER was released. Investors are worried due to negative FCF for the first time ever. Capex concern.  This is a valid concern. However, look at the larger picture, why is G

$Alphabet(GOOG)$   Simple, nobody knows. whoever tells you they know, are foolish. nonethless, if you run back to the scenario of msft back when it was dropping everyday, 14 consecutive red candles. Why? Capex worries. And when MSFT announce their ER on the 2nd time, what happened? it went from 320 levels to 450 level. Msft is at 500-ish now.  These are the companies that can scale in this AI narrative. MSFT, AMZN, GOOG, now meta and very likely, TSLA. Hence, it is a good opportunity to accumulate. Also, midterm elections will affect stock prices for sure. I mean it in a good way. Correction is needed in order to sustain this bull market. 

My humble opinion 

$MSFT 20260807 420.0 PUT$  An old trade. On $Alphabet(GOOG)$