Google owns 14% of Anthropic and 8% of SpaceX. Runs Gemini. Powers Claude with TPU chips. Handles 90% of searches. Runs YouTube. Tracks the world through Maps. Owns Android. Powers 3B devices. Dominates ads, email, cloud, browser. Google is the internet.

So 78% of fund managers chase the dumbest names and outsized gains to end the year. Is that too simple?

He's long puts $META and balls long $GOOG

Interesting one growth name not taken to the woodshed the last month.. $IOT

Jeez. Some guys just can't handle a pullback

.Anthropic I love Claude Opus 4.5 but the message bounce back glitch is awful. Having to re-train in a new chat is a waste of hours. Please fix ASAP

Watching for $NVDA breaking through 190

$GOOG positive on the week is incredible r/s. Why shouldn't I just full port them and $AMZN heading into this week?

If you're not having fun on a day like today, green or red, you don't belong here.

$CRWD looks good down here to start nibbling. Long term portfolio. Identifying software names that have been bathwatered with babies.

Agentic AI's rise is akin to the 2010's with the rise of AWS and how they benefitted from cloud adoption. I want to own the modern day AWS components; i.e. companies that control the infrastructure layer. Where agents run $NET , $DOCN, the data layer $SNOW, memory/state layer

When Claude finds the smoking gun

$GOOG 's stake in SpaceX and $AMZN's in Anthropic is massive, yet market not paying attention. Either it's priced in and participants don't care, or they're wrong.

Just received a phone call from an Uncle asking if he should sell everything and move to cash. We're getting close.