To The Moon

$Microsoft(MSFT)$ Higher highs and higher lows. MSFT calls have been working well all week.

$Microsoft(MSFT)$ Leaps look good to me once it gets to $520. I'm accumulating too, along with MSFT.

$Apple(AAPL)$ Great news... Apple is introducing a new polishing cloth. Who said Apple doesn't innovate? Not as exciting, but there is also a new M5 Ultra Mac Studio to go along with that amazing cloth. The M5 Ultra Mac Studio should become an Edge A.I. monster for Apple now that many states are stopping data center construction.

$Microsoft(MSFT)$ Can the massive AI bet pay off? CapEx is surging but margins are staying near 40% with strong cash flow. Copilot is scaling, sovereign clouds are expanding, and Maia AI silicon is being built in-house. Azure is driving pharma discovery. Demand remains robust, though investors are watching the cash conversion closely.

$Microsoft(MSFT)$ This one moves like molasses. Still seems to be carrying a lot of stigma. I'm out of it now, made $100. Total waste of time worrying about fundamentals on a stock that doesn't move at all. I still think this stock is way undervalued, but it'll get there at a worm's pace, or on earnings day.

$Broadcom(AVGO)$ $Apple(AAPL)$  moving away from x86 Intel and Nvidia GPUs toward custom Arm-based M1 was disruptive across the board, and ASIC XPUs can do something similar. They are powerful, power efficient, and most importantly they give companies a platform they can keep improving. TPU is now on its 8th generation, built exactly the way $Alphabet(GOOGL)$  wanted it. Anthropic is EBITDA positive because they adopted it. Impressive.

$Soluna Holdings, Inc.(SLNH)$ PERSPEZ Research thinks $Microsoft(MSFT)$  is either partnering with Soluna or becoming a tenant there. More details should follow.

Treasury announced an upscaled buyback operation for longer-term debt, which is sending yields lower and offering some temporary relief on interest rates. That should benefit stocks, since higher yields were the primary reason for the selloff. $Microsoft(MSFT)$  $Amazon.com(AMZN)$  $iShares Semiconductor ETF(SOXX)$  $Alphabet(GOOGL)$  $iShares Expanded Tech-Software Sector ETF(IGV)$ 

$Tesla Motors(TSLA)$ With the 500 semi sale to Sweden, Tesla's value should go up to 15 trillion or maybe 20. I wonder what would happen if it sold 1,500 Cyber Trucks to Afghanistan.

$Microsoft(MSFT)$ Institutional whales are bidding up the tape aggressively right at the open. A large $5.7 million premium just hit the ask on the Sep. 25 $530 calls. Smart money is locking in 46 DTE positions, betting on a strong upside continuation beyond this week. With overall positive net premiums surging past $35 million, institutional call flow is fueling this early rally. Check my profile for the institutional levels I'm watching.