To The Moon

$Microsoft(MSFT)$ Low volume but holding steady. I think that's a good sign, and it should move up from here. Could reach 390 by the end of the week.

$Microsoft(MSFT)$  Another example of Microsoft turning AI investment into enterprise products. Today's Azure Copilot Observability Agent helps organizations manage and troubleshoot cloud infrastructure with AI. Azure plus AI plus enterprise software remains one of the strongest combinations in tech. Microsoft isn't just building AI models—it's integrating AI throughout the entire cloud stack. That's where long-term value gets created.

$Apple(AAPL)$ Hearing that the backlog of pre-orders for the new flip phones from stores is significant. Apple is going to make a lot of money.

I'm looking at a few names that are starting to screen as potential long-term accumulation setups, based on valuation compression and forward earnings power. $Microsoft(MSFT)$  — trading at around 19x forward earnings; it's a quality compounder, and I think the market still underappreciates its AI and cloud optionality. $Salesforce.com(CRM)$  — sub-10x forward earnings; sentiment is low, but the long-term enterprise software consolidation story remains intact. $ServiceNow(NOW)$  — around 19x earnings with a sub-1 PEG; it's a rare combination of growth and multiple compression. $Novo-Nordisk A/S(NVO)$  —

$Apple(AAPL)$  My friend blew up his entire account trading weekly OTM options on this runner, while my boring 2,400 common shares just locked in a +184% total return. Slow and steady compounding wins the game. Today's big move brings the total position value to $259K. This is a major multi-month breakout. If we gap up over $110 at tomorrow's open, I'm holding tight. If the market rolls over and we crack under $104, I'm liquidating a quarter to ride on house money.

$Apple(AAPL)$ Long-term hold. Solid fundamentals and strong cash flow.

$Microsoft(MSFT)$ AI will eventually be integrated into the enterprise. When that happens, AI will need something like Active Directory and all the controls Microsoft provides. Enterprises will claw back their IP from general models and leverage their internal IP to sell AI agents and services. When this shift begins, Microsoft will be perfectly positioned to lead. This transition will happen. The world cannot operate on wide-open, unrestrained AI models running on stolen data.

$Broadcom(AVGO)$ $Apple(AAPL)$  Looks ready to go! Took some July calls.

These stocks look like opportunities: $Amazon.com(AMZN)$  at $238, $Microsoft(MSFT)$  at $390, $Meta Platforms, Inc.(META)$  at $566, $CoreWeave, Inc.(CRWV)$  at $100. This portfolio mixes legacy mega-cap moats with a high-growth AI proxy. During this market pullback, these price levels seem to hold long-term structural value. First, the big tech anchors: MSFT at $390, AMZN at $238, and META at $566. These generative AI heavyweights are near key technical support levels after a valuation shakeout. They still work as defensive compounders. Second, the AI growth play: CRWV (CoreWeave), a recent addition

$Microsoft(MSFT)$ Oracle just beat earnings by 8%, with cloud revenue up 21% year over year. This is a positive sign for Microsoft. Enterprise AI spending is clearly healthy and accelerating — the same companies buying Oracle cloud are also Azure customers. The market is big enough for everyone to have a shot. Microsoft's earnings on July 28th are worth watching.