To The Moon

$Meta Platforms, Inc.(META)$ Beyond the cloud "compute" investment that's apparently meant to be rented or sold for a profit, did those shorting the stock forget that META is set this year to overtake the 20+ year king $Alphabet(GOOG)$  in annual ad revenue? That's what I find more impressive. Jensen even said it – META uses AI better than any company in the world.

$Microsoft(MSFT)$  On its way to 470, just a matter of time.

$Alphabet(GOOG)$  Potential run into earnings, especially if institutions buy on the month-end today.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ According to Sundai, hardware is the bottleneck for compute demand. I'll see all you bears at the next earnings release. When Google's data center investment pays off. Until then, I keep buying on dips and don't over-leverage.

$Microsoft(MSFT)$  The third most profitable company in the world. The rest is just noise.

$Alphabet(GOOG)$  I find the AI investment opportunities to be fairly straightforward and plentiful. Follow the capital expenditure trail—whoever the hyperscalers are paying, those recipients are the winners. Diversification is key.

$Alphabet(GOOG)$  General AI concerns are temporary and natural. Humans are wary of change and want to see to believe. Patient investors will be rewarded handsomely, as always. GOOGL is on sale, as is MSFT and the others. There's no way AI can build replacements for operating systems, cloud OS, or office software that are deeply integrated into cross-company supply chains anytime soon.

$NVIDIA(NVDA)$ $SpaceX(SPCX)$ $Amazon.com(AMZN)$ $Alphabet(GOOG)$ If it helps, my top picks during this dip are Nvidia, SpaceX, Amazon, Google, Palantir (maybe???) and Berkshire if you can get in below $486. Sort of in that order. McDonald's is interesting around these 52-week lows. The internet keeps complaining about the price hikes, but I agree with it. Pricing out the EBT crowd has actually improved the ambiance, and the app still offers decent value for anyone with a decent credit score.

$Alphabet(GOOG)$ Once the capex tantrum is over, GOOG's price should go up.

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Currently at the 50 EMA around 359. I think it could bounce back to the 8 EMA near 368. Based on my own analysis, long-dated call options might present an opportunity.