To The Moon

$Microsoft(MSFT)$ $Adobe(ADBE)$ Microsoft should make a bid for Adobe. Adobe wouldn't need 31K employees to do what they do. When will Shantanu reach out to his friend Satya?

$Apple(AAPL)$ Server rooms have long been dominated by massive, rack-mounted NVIDIA clusters cooled by industrial fans. But in the quiet corner of a stealth AI startup in San Francisco, the future of artificial intelligence looks a lot like a neat stack of aluminum boxes. Inside those sleek enclosures sit Apple's Mac mini and Mac Studio configurations. While the tech world spent years fixated on cloud-scale data centers, a paradigm shift happened: major AI labs discovered that Apple's Unified Memory Architecture and specialized Neural Engines solved the industry's most grueling bottleneck—memory bandwidth latency. The breakthrough didn't happen because Apple designed a dedicated server blade. It happened because they engineered the ultimate d

Some of the larger options bets showing up on index names today: $Microsoft(MSFT)$  — about $5.58M hit the Jun 16 '28 $770 calls, mostly new positioning, while MSFT was near $531.12. Roughly 1,600 contracts at $34.88, day volume 1,627 vs OI 0, latest mark $34.79. $Micron Technology(MU)$  — about $5.01M hit the Nov 20 '26 $1090 calls while MU was near $1065.74. Roughly 836 contracts at $59.90, day volume 952 vs OI 1,013, latest mark $50.67. $NVIDIA(NVDA)$  — about $4.99M hit the Nov 20 '26 $250 calls while NVDA was near $241.62. Roughly 6,051 contracts at $8.25, day volume 13,455 vs OI 45,590, latest mark $7.07.

To anyone saying 35k for a computer setup is crazy, $Apple(AAPL)$ 's newest iPhone costs 2k. A heavy duty but not crazy computer in the late 90s or early 2000s was 5k+. In 2026 dollars that's 15-20k, roughly one Mac Studio, which can already do a lot, so that might be the setup a lot of cheaper tinkerers go with. 35k for your own basically in-home data center is impressive. These things will fly off the shelves. I know I'm buying 2 as soon as I can pre-order.

$Netflix(NFLX)$ Ackman's track record with Netflix isn't the best, but he did buy a billion dollars worth of shares at a $74 entry point. And he also did quite well buying the dip on $Microsoft(MSFT)$  this year.

$Microsoft(MSFT)$ Would this just get back into the mid twenties so I can dump this stock? I like the company, but like so many others in this market, the disconnect between the company and the stock is getting ridiculous. So I'm trying to get out of this market. Still very bullish on the company itself, just not the stock.

$Alphabet(GOOGL)$ Watching to see if $Amazon.com(AMZN)$  ends up partnering with one of the other players on agentic retail checkout. Bezos and Jassy getting closer to Apple and Alphabet wouldn't be a surprise.

$Apple(AAPL)$  AAPL has outperformed most names year to date. The algorithm play on 335 calls profited as high as 1200%. Not much to complain about here.

$Apple(AAPL)$ Once it breaks through the resistance, it looks clear to run toward 445.

$SpaceX(SPCX)$ Starship is less than 24 hours away from making history. This flight is so big it could affect all of SpaceX and $Tesla Motors(TSLA)$  combined. $300