$Alphabet(GOOG)$ I haven't seen any actual news that would explain Alphabet's premarket reversal from positive to negative. So I think there's a decent chance it moves back up once regular trading gets going.
$Alphabet(GOOGL)$ $Alphabet(GOOG)$ Intel raised their capex as well. Makes Google's move look less isolated now. The stock feels completely oversold. Not complaining about getting shares at these levels though. $Intel(INTC)$
$Microsoft(MSFT)$ At this point it feels like everyone expects a beat followed by a sell-off on earnings. I sold a very small amount just to have something ready in case that happens. Looking back at the charts and seeing those past lows, you can't help but wish you had been buying back then. I'm picking up my ticket now.
$Alphabet(GOOG)$ It's one of the most straightforward picks out there. You get exposure to Anthropic, YouTube, Waymo, Maps, Search, Cloud, AI, plus a bunch of other investments we probably aren't even aware of yet. The earnings are set to be strong.
$Alphabet(GOOG)$ I'm pretty confident GOOG will beat its record again. The market just seems to be waiting for some kind of move from Trump. I think there's a good chance he'll push something like TACO again to try and drive the market higher.
$Microsoft(MSFT)$ From where I stand, in a few years we might see a lot of folks looking back and saying they can't believe they didn't buy more Microsoft at $385. Short-term sentiment can create noise for sure, but I think the long-term drivers for Microsoft are still solid—their AI infrastructure, cloud business, and enterprise ecosystem look strong. The best chances often come up when solid companies are out of favor for a bit.
$Rum Group Inc(RUM)$ $Reddit(RDDT)$ $Alphabet(GOOG)$ $GameStop(GME)$ Tether's commitment to spend $250 million on Rumble Cloud and Rumble advertising is definitely having an impact. I'm seeing about 20% of the ads shown are related to Rumble Wallet. 2026 revenue is expected to be up 335%, in the $475 to $525 million range.