To The Moon

Everyone was calling $Microsoft(MSFT)$  dead over the summer. Now it just posted a new all-time weekly closing high. Guess they were all wrong.

$Microsoft(MSFT)$ New all time high coming? Gates can't be held down forever. Epstein files or no files, this was going to take off eventually.

$Microsoft(MSFT)$ Call flow has been going crazy recently. Could we see an ATH above $551 this week?

$Apple(AAPL)$  Tim Cook has been traveling all over looking for memory sources, since Apple gear can actually address huge memory natively in their fully owned vertically integrated systems. That hustle looks like preparation for what's coming. Controlling the cost of consumer product is 30% of this conversation.

$Apple(AAPL)$ The AI trade has been building for over a year now. The street has never been more blind to it. The consumer product is the distraction. I'm holding 20 calls at the 270 strike expiring 2028. This setup felt straightforward, similar to the 20 $Microsoft(MSFT)$  calls at 300 I held for three months and sold recently. The consumer product side isn't worth focusing on. Vertical integration and controlled quality in systems is where the real edge is.

$Microsoft(MSFT)$  The H1B visa issue will blow over. MSFT will successfully lobby the government on it. Satya Nadella is on an H1B visa himself, and they aren't going to stop him from living in the US. Getting a family member's visa sorted after emigrating on a full green card can get complicated, whereas H1B doesn't come with those restrictions.

I don't see it as a big deal. I'm just buying more and have no desire to sell. Long term hold for me. A buy it and forget it stock, similar to my crypto that's being staked, and my $Microsoft(MSFT)$  that reinvests dividends back into investments.

$Tesla Motors(TSLA)$  Wall Street is still missing the forest for the trees on TSLA. Traditional auto bears keep arguing over quarterly margin decimals, while Tesla is scaling Unsupervised Robotaxi miles out of Texas and preparing the next phase of FSD. The mismatch: the bear case says it's just a hardware car business with slowing unit growth. The long case says it's building a high-margin autonomous software plus physical AI fleet with near-zero marginal cost per mile. When the safety data and regulatory green lights align, the inflection hits all at once. Linear models don't capture exponential software adoption. It comes down to whether you're trading short-term delivery noise, or holding the autonomous moat

$Apple(AAPL)$  Making a phone thinner almost always hurts battery life, but Apple might be trying to solve that exact problem with its next ultra-thin device. A recent leak suggests the second-generation iPhone Air 2 will drop to a 5.2mm body while somehow squeezing in a higher-density battery that lasts longer than the first model. According to Korean leaker yeux1122, Apple is trimming 0.4 millimeters off the original 5.6mm frame. That brings the phone down to match an unfolded iPhone Duo and undercuts Samsung's 5.8mm Galaxy S25 Edge profile. Instead of shrinking the battery pack to hit that thinner target, Apple is reportedly switching to new higher-density battery tech that tops the 3,149mAh cell found in the

$Apple(AAPL)$ Bought some 335 calls for the 11/20 expiration. Keeping the position size small here. Staying disciplined instead of letting emotions drive the decision. Not financial advice.