To The Moon

$Microsoft(MSFT)$ We have started to see a bid within the mag 7. Investors are aiming for safety by buying energy and consumer staples, but in doing so have made the tech sector cheap in terms of PE, now cheaper than energy. I tend to think we will see a rotation back once investors realise the mag 7 is the flight to safety.

$Alphabet(GOOG)$ Google has several catalysts, but the genuine catalyst is DEEPMIND, with Hassabis as the CEO. DeepMind is the actual golden goose, set to yield numerous golden eggs over the long term. Potentially, in the longer run, Sundar's role could be assumed by AI, and Hassabis would oversee the creative aspect, which is DeepMind.

$Alphabet(GOOG)$  Google is safe and has high growth potential, both of which usually aren't compatible.

$Alphabet(GOOG)$ Search remains dominant, AI monetisation is progressing, and valuation is still reasonable.

$Microsoft(MSFT)$  forecasts 37%–38% Azure growth as investors question heavy outlays.

People appear rather fearful of the spending when $Alphabet(GOOG)$  demonstrates high growth. It doesn't make much sense to me.

$Alphabet(GOOG)$ Relax... Google's 100-year bond fundraising was more than successful, raising $30 billion when Google planned to raise $20 billion, showing the market is very confident in Google's technology and direction.

$Alphabet(GOOG)$  I'm pleased with the return of $Alphabet(GOOGL)$  search growth, revenues of $63 billion, and cloud acceleration at 48%. Plus, seven $Alphabet(GOOGL)$  products each have two billion active users. That's a Ferrari compared to a Toyota.

$Alphabet(GOOG)$ glad to see $350 before the earning, least $375 post

$Alphabet(GOOG)$ For $7.99, $Alphabet(GOOGL)$  is expanding the availability of "Google AI Plus," its mid-tier subscription plan for productivity and creativity tools, in 35 countries and territories, including the United States.