$Alphabet(GOOG)$ The selloff looks over. Wall Street got their cheap shares, and now it's time for the run up into earnings. The weak hands that sold did exactly what they wanted.
$Alphabet(GOOG)$ I'm not buying this drop at all. IBM, Adobe, and Netflix are flying, and Google stock has basically been held down for no good reason.
$Microsoft(MSFT)$ The daily chart setup is making it look more realistic and likely that MSFT heads back to $555 soon, with a possible breakout to new all time highs on that $555 retest.
$Alphabet(GOOG)$ If my Pfizer shares get called away, that money is going into uranium names. Right now I like $Ur-Energy(URG)$ , and I'm heavily positioned in DNN.
$Alphabet(GOOG)$ OCT30 350C is in play. Zone: $337.78 to $342.54 Invalidation: close under $335.50 Objectives: $355, then $362 The math works out to up 4.4% to the first objective and 6.4% to the second, against 1.4% risk on the invalidation. That is better than 4 to 1 to the second objective. Think of this swing setup like a sturdy house that took a hard rain last week and came out dry inside. Alphabet fell to $335.50 on Friday, then on Monday buyers held the $338.25 low and closed price at $340.16, up about 1 percent. The floor held twice and sellers could not push it lower. Earnings on October 28 are the next real test, and the October 30 calls sit right after that report, so the answer comes while the contr
$NVIDIA(NVDA)$ $Microsoft(MSFT)$ $Alphabet(GOOGL)$ DeepSeek just released V4.1-Flash with MIT-licensed weights and stronger agentic coding. They're also pushing a search API at a fraction of the cost of competitors. Open-source plus aggressive pricing keeps putting pressure on the closed models.
$Microsoft(MSFT)$ MSFT feels like a baby learning to climb a ladder. It moves up slowly, one step at a time, and each step looks solid without any real pullback.
$Alphabet(GOOG)$ I keep thinking GOOG will get dragged down when the bubble pops, but those call premiums really are juicy. A 5% yield every 30-45 days is hard to ignore.