To The Moon

$Alphabet(GOOG)$ GOOG is making moves in AI. Partnered with Poland to boost AI in cybersecurity and health. Launched Gemini 2.0 to take on AI search. Meanwhile, META and AMZN are catching investor attention. AI race is heating up. Read about AI stocks

$Microsoft(MSFT)$ Microsoft MSFT continues to see strong demand for AI on Azure but will moderate its datacenter expansion starting in 2026. Copilot 365 licenses grew 10x, and OpenAI remains key to its strategy. MSFT.. Now 8,224 Institutional Investors holding Long positions of approx 6.2 Billion shares. GREED is Profitable.. Long-term.

$Alphabet(GOOG)$ One of the biggest reasons I’ve bought GOOG at these levels? High return on invested capital.“Growth is only valuable if it comes with high returns on capital. Otherwise, you are just spending money to get bigger, not richer.” Google isn’t just growing revenue—it’s investing efficiently, with 27.5%+ ROIC since 2021. Nuts!

$Microsoft(MSFT)$ MSFT’s $56B in capex is huge—definitely signaling they're heavily investing in future growth, likely around cloud, AI, and infrastructure. In the short term, that could pressure margins as they ramp up spending, but if these investments pay off, it could drive strong revenue growth and improved profitability down the road. It’s all about execution—if they scale effectively, margins should improve long-term.

$Alphabet(GOOG)$ Google has raised its game in AI. It has expanded its AI Overviews and made them available to teens, eliminating the sign-in requirement. The company also introduced an “AI mode,” which it says “expands what AI Overviews can do with more advanced reasoning, thinking, and multimodal capabilities so you can get help with even your toughest questions" at a cost of $19.99 per month.

$Microsoft(MSFT)$ Why will Microsoft outperform the S&P 500? A strategic blend of sustainability initiatives and AI expansion might be the key. Dive into how these factors could shape its future. But first, let's explore its current valuation...

$Alphabet(GOOG)$ Mose has no life.. trying to get a better price.. ignore this.. real investors who make all the money stay long and strong.. any price under 200 in Google is sooooo good in the very short term… so happy for anyone that buys and understands simple principles of investment.

$Microsoft(MSFT)$ MSFT 5 Year Total ReturN of 151.98% is BetteR than the Industry MediaN of 56.61%...10 Year Total Return for MSFT was 977.81% ~ Total change in price over the last 10 yrs. adjusted for Dividends...No Stock Splits in the last 10 yrs...

$Alphabet(GOOG)$ Google Cloud had been taking market share from its competitors (Amazon and MSFT), winning business from companies like Salesforce and Apple. Google is able to effectively pass down its cost savings from custom silicon deployments to enterprise customers, enabling it to capture more market share.

$Microsoft(MSFT)$ After all our talk of MSFT being a good poster child for zone plays,the open before gave us quite a bit of a scare. Thankfully, it rallied throughout the day, closing just above the Nov 2023 zone. Now we wait if our expected bounce follows.