To The Moon

$Alphabet(GOOG)$ Warren Buffett put tens of billions into Google, that's a fact. The other guy is just some broke uneducated troll. It's really not more complicated than that.

$Microsoft(MSFT)$ Some people here were already selling their positions. That move looks a bit questionable right now, doesn't it.

$Alphabet(GOOG)$ The pullback feels overdone, honestly. The market seems to act like only one or two people on the planet actually understand AI, but that's just not the case. There are plenty of strong options out there, and companies should be looking to bring in the best talent available.

$Microsoft(MSFT)$ As long as we stay above $485, the overall picture still looks decent. Even if a deeper pullback happens, I don't think it will drop below the $470 level. This just looks like a healthy digestion phase. By the end of August, I could see an attempt at $550.

$Snap Inc(SNAP)$ It looks like MSFT might be buying this one this month. Evan and Satya were seen hanging out in the Bay area.

$Microsoft(MSFT)$  AI infrastructure and mega-cap tech are still pulling in a lot of the market's liquidity. Among the names moving, NVDA is up 3.52%, MU gained 1.04%, SPCX rose 1.87%, and MSFT and AMZN are up 5.16% and 4.46% respectively. MSFT pushing toward 488.46, AMZN surging to 285.46, and NVDA coiling strong near 207.04. It looks like serious capital is flowing into core tech names, with liquidity being absorbed ahead of the next expansion.

$Microsoft(MSFT)$  It's about time. I'm looking for a rally back toward 500 or higher.

$SPDR S&P 500 ETF Trust(SPY)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ Anyone else watching those $Microsoft(MSFT)$  $450 calls into earnings? The move from $4 to $18 was something.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$  It is strange seeing a company with more than a decade of AI research and engineering DNA getting treated like it is somehow behind in AI.

$Microsoft(MSFT)$ MSFT longs have been through a long stretch of waiting. The patience, holding through the sideways grind, and sticking with it while the crowd chased other names — that finally paid off. That kind of conviction, holding when it is not easy and adding when no one else wants it, is what real investing looks like. Well earned.