To The Moon

$Microsoft(MSFT)$  AI infrastructure and data center spending will eventually peak and then slow down. The long-term winners will be: MSFT, GOOGL, META, AMZN win the long game because they own the recurring revenue layer: AI agents, AI copilots, AI search, AI cloud workloads, AI enterprise automation, AI developer tools, AI-powered ads, AI-powered commerce. Hardware is one-time revenue. AI software is infinite recurring revenue. This is why the hyperscalers eventually outperform the hardware names.

$Microsoft(MSFT)$ Honestly, “unbelievable” is a fitting word for how Microsoft keeps showing up in every major theme. AI, cloud, infrastructure, enterprise software — it always feels like MSFT is sitting right in the middle of whatever the market is obsessing over at the moment. What’s a bit wild is how many different narratives are stacking up at the same time: valuation debates, massive AI spend, Copilot expansion, cloud competition… it’s never just one thing with this company. And that’s probably why people react the way they do — not because of a single headline, but because the story keeps getting re-written while the company remains at the center of it. Still feels like one of those names where the longer-term setup matters way more tha

$Intel(INTC)$ Intel has had a few recent developments. They reached a preliminary agreement with Apple to fabricate some chips for its flagship devices. Google also placed an order with Intel for 3 million custom Tensor Processing Units, scheduled for 2028. Additionally, Intel joined Elon Musk's Terafab project to create chips for SpaceX, xAI, and Tesla. Finally, their most advanced chip, the 18A-P, has entered the early stages of production.

$Microsoft(MSFT)$  This is the fourth consecutive daily hammer candle that has formed. There's a lot of buying interest at these levels. I'm also adding to my position and won't let my shares go easily. A breakout to the upside seems likely soon.

$Apple(AAPL)$ Today might be the last day AAPL will ever be below 300. Just like June 16, 2025 was the last day it was below 200. That's how it seems to go.

$Ondas Holdings Inc.(ONDS)$ This could become the Apple of drones, you can see the ecosystem potential. After all, that's what Apple built, and it only works seamlessly within its own iOS. Apple had plenty of 30-40% sell-offs in its day. This should fill the $13 gap and hopefully wear out the bears completely. Then it could sling back up to my projected $31.66 target.

$Apple(AAPL)$ Apple was once seen as lagging in the AI race. Now it looks more like a winner, and without spending heavily on capex. Apple's capex-to-revenue ratio is just 2.5%, well below the 10%+ seen at most mega-cap peers. While competitors burn cash on AI infrastructure and investors question whether those investments will pay off, Apple is taking a different path. It plans to monetize AI through its massive existing customer base. Apple now has over 2.5 billion active devices, up from 2.35 billion a year ago, a gain of 150 million devices in one year. That installed base puts Apple in a good position to benefit from the shift toward agentic AI applications, where users need a trusted platform to handle identity, authentication, and paym

$Microsoft(MSFT)$ Satya Nadella's weekend post: "Frontier AI without an ecosystem is not stable." He emphasizes that the focus is shifting from the best model to the best platform/ecosystem. This supports Microsoft's strategy: Azure + Copilot + GitHub + M365 + enterprise customers. It suggests long-term AI winners will monetize through adoption, not just model leadership. Mildly bullish for MSFT because of its strong ecosystem moat. We'll see if investors agree with him or not.

Reuters reports Apple Intelligence is driving a massive upgrade cycle. The ecosystem is really hard to beat; I'm holding $Apple(AAPL)$  for the long run.

Money is flowing into $EOG Resources(EOG)$ , $Marathon Petroleum(MPC)$ , and $Apple(AAPL)$  right now. Energy, refining, and big tech are all getting attention, but NCX.X is sitting in a much earlier micro-float setup with real catalysts ahead. It has patented clean energy technology built for AI data centers and critical power systems, backed by U.S. and Saudi patents and aligned with Vision 2030. ✅ U.S. + Saudi patents, Vision 2030 aligned ✅ First CEX listing incoming ✅ CoinGecko listed + Phantom verified ✅ Real RWA utility on Ethereum Big names attract big flow. NCX.X is building where energy, AI infrastructure, and blockchain connect. Do your own