To The Moon

$Microsoft(MSFT)$ They're racing to triple computing power, targeting 38 GW of data center capacity after having to turn away AI/cloud demand due to shortages. Meanwhile, two key Fairwater veterans from Microsoft's largest AI campus in Wisconsin just joined SLNH. Ryan Carver came on as Chief Development Officer, and Neil Robinson as VP Construction Management. Same hyperscale execution team, with clean energy plus real AI compute. The connection is getting stronger.

$Microsoft(MSFT)$  Showing some potential here on the 60-minute 20 EMA setup. To be clear, MSFT needs to close above the 20 EMA — the green line. Only then would I place a stop under that level.

$Microsoft(MSFT)$  was set up as a long pullback against the 5/12 clouds, with the mid-day 444 level acting as key support. Once price bounced from 444 and curls started to develop, the move strengthened toward the 456 target. Partial profits were taken near 450 as momentum kept going. Stops were moved higher, with risk managed under 440 and later raised to 455.50 as price pushed toward the target. Clear plan, strong trend, disciplined execution.

$Microsoft(MSFT)$  $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ BTC.XMicrosoft shareholders voted down a Bitcoin treasury proposal in 2024, and the company still holds zero BTC on its balance sheet. I think this will end up looking like a historic mistake.

$Apple(AAPL)$ Just step outside and look at what people are holding in their hands. Yes, an iPhone. That alone says a lot about the bear case.

Tuesday's biggest analyst calls: Pivotal initiates SpaceX at buy Northland upgrades Intel to outperform from market perform UBS upgrades Lockheed Martin to buy from neutral Bank of America reiterates Apple as buy Raymond James reiterates Nvidia as strong buy $SpaceX(SPCX)$  $Intel(INTC)$  $Lockheed Martin(LMT)$  $Apple(AAPL)$  $NVIDIA(NVDA)$ 

Breakout watchlist. Inside bars and order blocks showing compression: $Meta Platforms, Inc.(META)$ : calls above $612.43 on the monthly setup. $NVIDIA(NVDA)$ : calls above $230.47 on the weekly setup. $Tesla Motors(TSLA)$ : calls above $368.92 on the daily setup. $Robinhood(HOOD)$ : calls above $107.46, puts below $101.89 on the daily setup. Gapfills and events: $Apple(AAPL)$ : calls above $328.40 on the daily gapfill setup. Quick take: $Robinhood(HOOD)$  is a top watch this week after a massive wave of Wal

$Apple(AAPL)$ I'm actually looking forward to next week's event. Haven't felt this way in years. I was planning to buy a new MacBook recently, but decided to wait until after the event.

A trade recap on $Microsoft(MSFT)$  was shared. The focus was on a long pullback setup, watching how price interacted with the 5/12 clouds and whether the 444 level could hold as key support mid-day. Once price bounced from 444 and curls developed, the move gained strength toward the 456 target. Some profits were taken near 450 as momentum continued. Stops were then moved higher, with risk managed under 440 and later raised to 455.50 as price pushed toward the target. The overall read was a clear plan, a strong trend, and disciplined execution.

$Apple(AAPL)$ All jokes aside, it feels like the pressure is there to get people to sell. The probability this ends above $320 by September 9 looks higher than the alternative.