To The Moon

$Microsoft(MSFT)$ Microsoft unveiled Maia 300, saying Maia will become its primary inference system, with multi-gigawatt deployments starting in 2027. Most of the upgrade is in memory. Compared with Maia 200, compute FLOPs rise 36%, HBM bandwidth rises 2.5x to 18 TB/s, and capacity rises 33% to 288 GB. Microsoft expects 40% more tokens per megawatt than leading GPU-based systems, though it doesn't name the system it's comparing against. Full racks double to 96 accelerators, which helps get to the 7x rack throughput figure. Production deployments start in 2027. Evercore ISI estimates Maia will still be only about 10% of Microsoft's AI chip spending by the first quarter of 2027 (via CNBC).

BairesDev data shows developers writing half or more of their code with AI jumped from 12% to 42% in a year, yet only 12% merge it without manual review. 78% of CTOs raised review budgets. The bottleneck moved from generation to validation. Less author, more auditor. $Microsoft(MSFT)$  $GitLab, Inc.(GTLB)$ 

$Microsoft(MSFT)$ Honestly, nothing really matters here. It's going to go up because that's the only thing AI stocks do. Even when they're losing money and are going to have to pay more to their employees, it's not going to affect margins whatsoever. The market is a clown show.

$Apple(AAPL)$ Apple is rolling out a new Apple TV, home pad, home pod mini, outdoor camera, indoor camera, flashlight camera, doorbell, deadbolt lock, and thermostat. A lot of people are going to buy all of that. The stock looks like it could break out soon, with a new ATH on the way.

$SPDR S&P 500 ETF Trust(SPY)$ I like this reverse economy indicator ponzi setup. It has not disappointed me. They need to make everyones 401k look decent for midterms, so the market keeps grinding higher. After midterms, tech stocks will cook their books to prop things up if needed. After that, the war ends and oil drops. Everything will fall into place. Looking at SPY 850, with $NVIDIA(NVDA)$  $Apple(AAPL)$  $Qualcomm(QCOM)$  $Dell Technologies Inc.(DELL)$  in the mix.

$Microsoft(MSFT)$ I fully agree. MSFT is a company I think highly of, and I expect a good future for it. I don't get worked up about the daily ups and downs as long as the overall trend stays upward. That's been the case for MSFT recently.

$Apple(AAPL)$ Bought a $350 call expiring on 10/12. While $NVIDIA(NVDA)$ , $Microsoft(MSFT)$  and $SpaceX(SPCX)$  were up, this one just stayed flat. Tomorrow could be interesting, and if not, whatever.

IBM looks interesting here. AI plus hybrid cloud plus Red Hat gives it a real enterprise AI story, and the recent pullback could offer buyers a better entry. Watching this one closely. $IBM(IBM)$  $Microsoft(MSFT)$  $Oracle(ORCL)$  $NVIDIA(NVDA)$ 

$SPDR S&P 500 ETF Trust(SPY)$ $Microsoft(MSFT)$  Still looks decent here. A close above the patent pending Lemire Level of 508.12 sets up for another close above 508.12, which would be a pretty solid upside move off that low. 528.40 should come soon. Hopefully, lol.

$Robinhood(HOOD)$ I just became a member of Hood Banking, and honestly, the process was easy and quick. I think I should reconsider and buy some shares of HOOD. Hood's banking is still in its early stages, similar to the iPhone era for AAPL. I can see this taking over $JPMorgan Chase(JPM)$  within a decade. Good luck to everyone.