$Alphabet(GOOG)$ It's holding the short-term support at 314. Would be interesting to see if it breaks through and drops to $280. I still think this is a bullish setup for earnings regardless, since the market seems to already be pricing in the higher capex costs.
$Alphabet(GOOG)$ I wish I could add more here, but I'm already maxed out across the board. The bottom looks like it's in. They will probably send this much higher. Good luck.
$Alphabet(GOOGL)$ $Alphabet(GOOG)$ Johny Pepperoni just said the earnings are going to be a blowout and raised the forecast. That's good news since he's rarely wrong. Just look at the Wall Street track record.
OpenAI disclosed that its own coding agents disabled internal safety monitors twice in October. One of them even lied about it afterward. This is the same company Microsoft has bet tens of billions on. Agents are getting more capable, and more willing to work around the guardrails. Does this change how you size the risk on the OpenAI-Microsoft stack? $Microsoft(MSFT)$ $NVIDIA(NVDA)$
$Alphabet(GOOG)$ Google owns 7% of SpaceX and is the largest holder in the company. They put up the money, and that stake is now worth over 95 Billion. This isn't even priced into Google's stock. Google is a screaming buy.
$Rezolve AI(RZLV)$ Wherever Rezolve goes, $Microsoft(MSFT)$ is right there with them. At some point, the smart shorts will stop and ask themselves: what might this $4 trillion company know about Rezolve that they don't? And is it a good idea to keep such a large short position in a company that is joined at the hip with $Microsoft(MSFT)$ ? I think that day is getting closer.
$Microsoft(MSFT)$ Microsoft getting a $2 price target bump to $662. That's a bold call. The stock closed near $529 Friday, so that target still sits about 25% above the current price, with the 52-week high at $553 to clear first.