To The Moon

For $Microsoft(MSFT)$ , this looks like one of the cleaner bullish setups we've seen in a while. Deal news is driving sentiment, futures are cooperating, and the Nadella post gives it an extra push. A solid green open with some follow-through feels like the most likely outcome. Not financial advice — things can always shift with new headlines — but the tape right now looks friendly for a strong start to the week.

$Microsoft(MSFT)$ Microsoft, Google, and Amazon might need another rerating as soon as Monday. The capex seems justified. Compute availability and the ecosystem are where the real value is. What's the combined valuation of OpenAI and Anthropic? $1.8 trillion? Targets for Monday's rerating: Microsoft: $3.5T, $488/share. Google: $5T, $255/share. Amazon: $3.1T, $308/share.

$Alphabet(GOOG)$ We should close in the green today. Waymo Premier will solidify Google's already solid lead in robotaxis, and that's literally just a side business for them. Still criminally undervalued.

$Alphabet(GOOG)$ Already have a full position, but can't resist at these prices!

$Microsoft(MSFT)$  Sellers might regret it when the fake rate hike doesn't happen and they've given up their shares.

$Microsoft(MSFT)$ Money returning to cheap, safe quality like MSFT.

$IBM(IBM)$ IBM is down -17.34% from its 52-week high, and it has retraced to the 50% Fibonacci level. Looking ahead, the company has a clear roadmap for quantum computing. They anticipate releasing the error-corrected supercomputer "Starling" in 2029, with an even more performant system following in 2032. The U.S. Commerce Department is backing this with a $1B investment for IBM's quantum chip foundry. The CEO mentioned plans to invest over $10B in quantum computing over the next 5 years, focusing on fault-tolerant systems, Qiskit, manufacturing scale, and ecosystem partnerships. He said, "...we'll come and shock everybody three years from now... we have about 300 institutions, clients, governments who work with us deeply on quantum, so I thin

$Microsoft(MSFT)$ Is Microsoft spending too much on AI? The short answer is no, because their core business is practically printing money. Looking at their latest Q3 FY26 results, their financial health is elite: - **Core business strength:** Operating cash flow grew 26% to $46.7 billion, proving their everyday products are more profitable than ever. - **Self-funded AI race:** They spent $31.9 billion building out AI datacenters this quarter without needing to take on heavy debt. - **Zero debt worries:** They hold $78.3 billion in cash, easily out-bulking their $31.4 billion in long-term debt. - **Highly stable revenue:** Over 65% of their business is now predictable cloud subscriptions, giving them massive stability for the future.

$Microsoft(MSFT)$  It is the king... I guess it's an opportunity to buy. The support level was just tested.

$Alphabet(GOOG)$ If Google's AI chips come out and can compete with NVIDIA, I think the stock could double within weeks. And that might just be the beginning.