To The Moon

Great news finally.

$General Mills(GIS)$ good retail stock good price. 52 week low. Not sure why the stocks overall are going down but good opportunity.

Wah, so much discount from current price. 

$Meta Platforms, Inc.(META)$  War a terrible thing. Communication platforms become more important to stay connected with loved ones like FB and WhatsApp.

Interesting. With what is mentioned below, around 23% weight loss for Novo drug and 25%For Eli Lilly's drug. Snippet below: In the study, Novo tested a fixed-dose combination of cagrilintide 2.4 milligrams and semaglutide 2.4 mg, while patients on tirzepatide received a 15-milligram dose.

Agree

$Microsoft(MSFT)$  Fantastic opportunity. Enterprise software is complex and lock-in is difficult to break and difficult to replicate using something like Anthropic's Claude Code.

$ServiceNow(NOW)$  ServiceNow does enterprise software not something that can be easily replicated by Claude Code. Enterprise software is complicated. Think enterprise features, scale, security, privacy, audit, client acquisition and acceptance, Integrations with third party software systems, etc. 

$Grab Holdings(GRAB)$  Grab has had first full year of net profit. https://www.techinasia.com/news/grab-q4-2025-revenue-rises-19-to-906m

Forecast revenue growth at 20% for next 2 years. Good.