To The Moon

This is a fifteen-year compounding snapshot that shows what's really happening beyond the price action. Back then: • The stock was around $47 • Revenue was $22.96B • Free cash flow was $10.55B • EPS was $0.85 Today: • The stock is around $390 • Revenue is $281.72B • Free cash flow is $71.61B • EPS is $13.64 The chart goes up and down, traders get nervous, headlines change, but the underlying business has just kept scaling through each cycle. To me, this is what real compounding looks like: volatility in the share price, but exponential growth in the fundamentals. Over time, $Microsoft(MSFT)$  feels less like a trade and more like a machine that turns innovation into cash flow.

$Alphabet(GOOG)$ A merger with SentinelOne could shift Google Chronicle from its current role as a high-speed data analytics tool into a more comprehensive, autonomous XDR platform.

$Microsoft(MSFT)$ Decent little squeeze action on a Wednesday.

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Morgan Stanley raised its price target on Alphabet to $415 from $375 and kept an Overweight rating. The note mentions that Alphabet shares have fallen 10% over the past month, but argues fundamentals and visibility into 2027 and 2028 are improving, creating a tactical buying opportunity for one of the best-positioned AI companies. They see Alphabet adding 9 GW of compute capacity in 2028 and selling 4 GW of TPU on a first-party basis, and now project over $300 billion in revenue and $19 in EPS for 2028.

This list includes some of the most dominant companies across the AI value chain. $Broadcom(AVGO)$  is benefiting from explosive demand for AI networking and custom silicon. $ASML Holding NV(ASML)$  holds a near-monopoly on EUV lithography, making it indispensable for advanced chips. $Microsoft(MSFT)$  continues to expand its AI moat through Azure and the OpenAI ecosystem. $Meta Platforms, Inc.(META)$  is using AI to improve ad efficiency and engagement, while $Alphabet(GOOG)$  remains deeply positioned across search, cloud, and AI models. The biggest op

$Microsoft(MSFT)$ Now might be a good opportunity to buy Microsoft. Looking back, this feels more like sector rotation. Meta was down huge before, then recovered significantly. Google also experienced a deep drop and has now rebounded strongly. Now Microsoft is down a lot, and you can probably guess what comes next... History tends to repeat itself, even though people keep denying it—just like wars never truly end, they keep happening.

$NVIDIA(NVDA)$  The recent price action is disappointing, definitely not the parabolic rush we saw before the split. I looked into it, and it seems to be part of a broader tech sell-off, with concerns about the long-term sustainability of debt-funded AI infrastructure. Even with all that considered, I still believe AI will be integrated into society and that Nvidia will play a major part in that. I'm holding. Wishing everyone the best with their own decisions.

$Microsoft(MSFT)$ This has to be the most hated Mag 7 right now, even more than META. Being down 23% YTD and underperforming SPY over 5 years while having a net profit margin over 35% is some crazy work.

$Microsoft(MSFT)$  The 2022 bottom was the black line. Almost all capitulation bottoms align with the black line. Hopefully this is make-or-break time. We need to recapture the black line. When it's below the black line, it usually recaptures very quickly. My guess is this will be back to 390 soon.

$NVIDIA(NVDA)$ It still checks every major box on the board right now. Buybacks and a dividend support the floor. Revenue growth continues to accelerate. Margins are holding at elite levels around 74%. New AI platforms are ramping up while legacy demand remains sticky. From a technical perspective, the price continues to track within a clean ascending channel—no sign of a structural breakdown. This is still a trend-following tape, not a valuation reset. If the momentum and channel structure persist into the latter part of the year, the path remains open toward the $250–$300 zone into November–December. Until then, it's a trade for patience, not for timing.