To The Moon

I'm also all cash over the weekend, waiting to see if a good setup emerges on Monday. Curious if $Microsoft(MSFT)$  will continue its move. Above 375, 400 could come quickly. The 50 and 100 SMA are basically at the same level, and Friday's volume was insane too.

As of this week's close, $Microsoft(MSFT)$  is printing a bullish weekly candle, and it's not a small one. It's a strong bullish engulfing pattern, decisively reclaiming the $370s after hitting a fresh 52-week low of $349.20 earlier in the week.

$Microsoft(MSFT)$  Microsoft is the only Mag 7 stock near its 52-week lows, which might be why it's holding up a bit better than the rest right now. I'm watching it closely, looking for a chance to grab some long-dated calls like Burry did. MSFT is supposed to be a safe stock held by people like Pelso, so on the next overall market rebound, I'm betting MSFT should be among the first to bounce back strongly.

$Microsoft(MSFT)$ 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.