To The Moon

The narrative around compute "selling" seems a bit overdone for the neoclouds. From what I see, big tech is still constrained by power availability, not by a lack of demand. For instance, $Alphabet(GOOG)$  is already limiting internal allocations, which really highlights how tight supply is. Looking at $Meta Platforms, Inc.(META)$ , they're still sourcing bare metal from $CoreWeave, Inc.(CRWV)$  and $NEBIUS(NBIS)$ , which doesn't suggest they have excess capacity in the mid-term. A lot of the talk about "excess compute" might be misreading temporary capacity shifts at other AI players. The core bottle

$Alphabet(GOOG)$  It's already dropped from $404 to $353 before this news. The market tends to price things in ahead of time, so this could be a point to consider.

$Alphabet(GOOG)$ It has completed its technical consolidation phase on the chart and looks well-positioned for another leg higher. The price action has coiled tightly, signaling potential for a continuous upward expansion.

$Microsoft(MSFT)$ This sell-off was expected. Should bounce for a couple of days, then we go higher. First target is 420.

Volume is picking up as bulls push $Alphabet(GOOG)$  toward new highs. The focus remains on DeepMind's scaling efforts and dominance in ad-tech. If it holds support, the momentum looks set to continue.

$Alphabet(GOOG)$  Alphabet (via Google Quantum AI) has one of the most powerful and groundbreaking quantum computing offerings in the world, marked by their revolutionary Willow chip.

$Microsoft(MSFT)$ The picture speaks volumes. 20-year historical PE ratio compared to today's level. This feels like Google at the beginning of 2026.

$Alphabet(GOOG)$ Want to add more, but it's hard to justify when my last purchase was at $140. GOOG is just too strong, I guess.

$Alphabet(GOOG)$  According to GOOG-AI, there are three main reasons why Google Chronicle needs Sentinel One(S). First is endpoint firepower. Google Chronicle excels at data analytics and telemetry, but it lacks a proprietary, highly-rated endpoint agent to block attacks at the device level. Second is market momentum. Sentinel One(S) boasts over $1.1 billion in annual recurring revenue and a massive mid-market enterprise footprint that would instantly bolster Google's share against its primary rivals. Third is the cloud-native advantage. Sentinel One's Singularity platform and integrations with AWS could be relatively easily migrated to or mirrored on the Google Cloud Platform, forming a strong cloud-security sh

This is honestly a pretty clean long-term example of what Peter Lynch used to talk about. He always said price and earnings don't drift apart forever; over time, they move together. If you just zoom out on Microsoft, it's pretty obvious: earnings have compounded steadily for years, and the stock follows that same long arc, even through ugly drawdowns. Every dip eventually gets "explained" by earnings catching up. That's really the core idea here—not that price is perfect in the short term, but that long-term it tends to respect the earnings curve. $Microsoft(MSFT)$  is basically what happens when execution stays consistent for decades while sentiment keeps swinging back and forth.