To The Moon

$Apple(AAPL)$ Made a quick scalp on SPY and QQQ calls, ended up with about $5,000. Re-entered on the dip and I'm up another $2,000 on that second trade. I'm still in at a lower cost.

$NVIDIA(NVDA)$ Maybe we could see a 7-8% move soon, following the momentum from $NEBIUS(NBIS)$ , and potentially overtake $Apple(AAPL)$  again. I think reaching $215 is possible.

$Apple(AAPL)$  Not too worried here. Looks like some profit-taking and short positions at play. I'm staying long and holding strong. Good things are on the way, including a very qualified CEO.

$Apple(AAPL)$ The recent report on Google's Frozen v2 architecture really underscores the value of owning your own infrastructure. While some are focused on trying to fit basic LLMs into limited mobile memory with software tricks, Google is taking a different path by directly integrating the Gemini neural architecture into its custom server silicon. The potential efficiency gains are significant. By embedding the model blueprint into the hardware, Google is aiming for a 6x to 10x improvement in power and cost efficiency for inference tasks compared to standard TPUs. This gets to a core economic issue. As spatial computing and continuous AI agents become more prevalent, the cost per inference token becomes a critical competitive advantage. If

$Apple(AAPL)$  Apple's approach of holding back on massive AI spending, drawing a parallel to Rockefeller's Standard Oil playbook, seems to be paying off for the stock. Shares recently hit a record high for a second straight day, closing up about 1.8% at $333.26. The day before, the stock rose 4%, making it the Dow's best performer and pushing its market cap to around $4.8 trillion. Some view Apple as the "anti-AI" trade among the Magnificent Seven, as it keeps its AI investments in check while peers like Alphabet, Microsoft, Amazon, and Meta Platforms are committing hundreds of billions. The strategy mirrors what Rockefeller did in the 1800s: letting others take the risky, upfront costs (like wildcatters in oil

There's some unusual options activity in $Microsoft(MSFT)$ , with bullish flow continuing to dominate. Aggressive call buying is showing up across multiple expirations. Looking at the flow snapshot, call flow is at $14.3M versus put flow of $3.9M. That puts the put/call ratio at 0.13, with 88.9% of the premium going into calls. Notable trades include a $270K sweep in the 7/24 $417.5 calls, a $199K sweep in the 8/21 $430 calls, repeated buying in the 7/17 $400 and $402.5 calls, and continued positioning in the 7/31 $450 calls. Even with one notable March 2027 $450 put trade, call buyers seem to be in firm control, which signals continued bullish positioning.

$Apple(AAPL)$ With the upcoming refresh and introduction of new models, I think Apple stock could easily surpass $350.

$Microsoft(MSFT)$ We'll be fine, at least we'll see the day high of 390.

$Microsoft(MSFT)$ Plenty of people have bet against Microsoft over the years, and a lot of them have ended up losing.

$Apple(AAPL)$ I wouldn't be surprised to see it hit a new all-time high soon.