$SoundHound AI Inc(SOUN)$ If someone is making buy or sell decisions here without listening to the entire recent earnings call, they really aren't doing themselves any favors. It was the most bullish call I've heard in terms of signing customers of all sizes, across all regions and sectors, and it confirmed some amazing new technology with forward-looking statements. Since that call, I've continued to add on most days. Amazing company. I think $ServiceNow(NOW)$ , $Microsoft(MSFT)$ or $Oracle(ORCL)$ could make a bid around $30 soon.
$Microsoft(MSFT)$ Microsoft has been building up a roughly 27% stake in OpenAI, with around $13 billion committed over the past few years. Now there is talk of putting in a bit under $10 billion more in the new funding round. At 27% ownership, the math starts to look pretty striking. With a $23 billion total investment, a $1 trillion OpenAI IPO would turn Microsoft's stake into $270 billion, for a clean $247 billion profit. That is a colossal return, the kind of outcome that could reshape tech history.
$Alphabet(GOOG)$ I asked Google AI what holidays people celebrate in Egypt, Nigeria, Kenya, Morocco, Ivory Coast, Ghana, Uganda, and Senegal during November and December. The answer basically said Jumia gets overloaded across those countries during that window, with a mix of national and cultural holidays plus the big year-end shopping push. To me, that makes a pretty strong case for picking up some JMIA before the seasonal FOMO kicks in.
$Alphabet(GOOGL)$ $Alphabet(GOOG)$ Bears are putting in a lot of effort, honestly. When sentiment turns even more bearish, I'm pretty confident we're about to take off.
$Alphabet(GOOG)$ Honestly, being extremely bearish on this with a PE of 17-18 makes you look like you need a special helmet. Bears just always seem like the dumbest people in the room.
$Alphabet(GOOGL)$ $Alphabet(GOOG)$ Seems like they just brought in a few leading AI engineers to take charge. That could push the price up by $30 to $40 tomorrow.
$Alphabet(GOOGL)$ $Alphabet(GOOG)$ The company has had nothing but good news lately apart from Gemini. So it feels like Gemini is the main weight here. If Gemini 4 lands later this year, I think this could eventually take off. Or maybe 3.5 Pro surprises everyone with what it can do… possibly this week… hopefully this week.
The cloud market growth projection really stands out to me — from roughly $432B in 2026 to around $890B by 2028. That's more than double in just two years, with AI driving a huge chunk of the new infrastructure demand. Estimated share for 2028: $Amazon.com(AMZN)$ — roughly 33% $Alphabet(GOOGL)$ — roughly 28% $Microsoft(MSFT)$ — roughly 27% $Oracle(ORCL)$ — roughly 11% The headline growth is one thing, but what I'm more focused on is who actually manages to convert all that AI spending into real revenue and earnings down the line. I've been tracking some names, setups, and themes that are on my ra
$Microsoft(MSFT)$ Still on track for a run at $550 ATHs by Q3/EOY, from where I stand. But this week's candle closed almost entirely above the upper Bollinger Band at $476, which looks stretched. I'm expecting a pullback back inside the bands before this continues higher.
$Alphabet(GOOG)$ SentinelOne is still putting up 20-25% revenue growth, debt-free, with $812M in cash. Oppenheimer estimates its Anthropic equity stake at $250-300M. From a tech standpoint, it looks ahead of Microsoft, CrowdStrike, and Palo Alto Networks, and it's trading at the lowest price-to-sales multiple in the cybersecurity space.