$Microsoft(MSFT)$ I'm bullish on Microsoft. Azure grew a massive 43% last quarter, and Microsoft's own guidance for Q1 points to constant-currency cloud growth around 45%. Meeting or exceeding that would show enterprise AI demand isn't slowing. Microsoft also closed out FY Q4 with an RPO of $678 billion. Watching that contracted backlog keep swelling is reassuring for investors, since it locks in future revenue.

$Unity Software Inc.(U)$ Partnering with $Alphabet(GOOGL)$  unlocks the entire user funnel, and next year should be the harvest phase.

$Alphabet(GOOGL)$ It is wild what is happening with GOOGL. They earn more than double per share compared to AAPL, yet AAPL is worth nearly $1T more. Go figure.

$Alphabet(GOOGL)$ Call buyers are showing up. Short dated: Oct. 7 $350 calls: 3,586 contracts / $484.1K sweep Oct. 9 $352.50 calls: 2,115 contracts / $433.6K sweep above the ask Further out: $1.4M sweep in Oct. 30 $345 calls Nov. 20 $360 calls: $1.24M across four buys Nov. 20 $380 calls: $404.4K across two blocks $6.6M call flow across 10,028 contracts, with $0 puts on this screen. Watching for upside follow-through near $348.

$Microsoft(MSFT)$ It's been quite a ride, with prices now almost all the way back to all-time highs. $LHA Market State Tactical U.S. Equity ETF(MSUS)$  JCPDT

$Constellation Energy Corp(CEG)$ $Alphabet(GOOGL)$ Bloomberg is reporting that Alphabet is close to a multi-year deal with Constellation Energy, with the company set to pay $1 billion or more for nuclear power. The announcement could come soon, according to people familiar with the talks. Both companies declined to comment.

$Alphabet(GOOGL)$ On watch. EMA cross and closed over the 50 SMA. It should break free of this chop.

$Alphabet(GOOGL)$ $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  are kind of stuck in a sideways trend and not fully participating in the Nasdaq rally that made a new record high. Selling covered calls or OTM put credit spreads might work well while they stay in this sideways range.

$Alphabet(GOOGL)$ Alphabet's Gemini 4 Argon just landed with top-tier benchmark results, and the stock still sits 16% below its high at a 17 P/E. The market seems to see around 25% upside from here.

$Alphabet(GOOGL)$ Other companies are still trying to get to an IPO, while Gemini has been public for decades already. That's a pretty strong position to be in. I'm super bullish here.

$Microsoft(MSFT)$ Not really moving anywhere, but it's holding onto the gains. Usually those just get given back, so that feels like a positive sign.

$Microsoft(MSFT)$  Microsoft stock has grown roughly 14-fold since Satya Nadella became CEO in 2014, which works out to about a 23% annual growth rate.

Calls are starting to look interesting. Clean bounce off trendline support, with the 200DMA holding alongside the key $338–$340 support zone. The King Node is dated, but surrounded with positive gamma. Watching for a break above the 50DMA or $344 for entry, ideally with a stronger GEX Heatmap setup to confirm the move. Patience for now, but $Alphabet(GOOGL)$  is definitely on watch.

$Alphabet(GOOGL)$  They are accumulating shares here. By the time most people decide to buy, it will be too late. Some news will hit and the price will run to all-time highs without them.

$Alphabet(GOOGL)$  Seems like nothing major is posing a real threat to Google at OpenAI's dev day event.

$New Era Helium Inc(NUAI)$ Drop that tenant news = To the Moon => $50 +++ $Microsoft(MSFT)$  $SpaceX(SPCX)$  $NVIDIA(NVDA)$  $Tesla Motors(TSLA)$ 

$Alphabet(GOOGL)$  Easy name to park cash in while the market stays uncertain. Pipeline is full, PE at 17, sitting on the 200.

$Microsoft(MSFT)$ Best setup is an inside day. If yields support it, this should fly.

$Alphabet(GOOGL)$ They have their own TPUs and can offer Gemini 4 access at a much lower cost than competitors while still making money. No surprise Berkshire Hathaway took a position here.

$Meta Platforms, Inc.(META)$ I think this will hold above 700, and money will rotate to GOOGL. It seems a bit dumb right now, but that's what's happening.