To The Moon

Microsoft reclaimed a $4 trillion market cap on Monday for the first time since October 2025, closing at $4.02 trillion as shares gained 1.14%. That puts the company close to its all-time valuation record of $4.029 trillion, set on Oct. 28, 2025. Microsoft last closed above the $4 trillion mark on Oct. 29, 2025, according to Dow Jones Market Data. This is another step in Microsoft's comeback as investors reassess its growth prospects and competitive position in AI. Demand for AI infrastructure, cloud computing, and enterprise software remains central to the long-term outlook, though the timing and profitability of AI investments continue to shape sentiment across the tech sector. With its market value approaching a new record, Microsoft could set a fresh milestone if the stock keeps its up

Hard to make sense of today with all these short sellers circling $IREN Ltd(IREN)$ , like it's a dead horse walking. Not really. They won this round, but the fight is only going to get more intense up here in the $30s. This is a $70 stock trading at a -50% discount, and that discount isn't going to last much longer. The best approach for me is to keep adding on every dip and build share count while it's still low, because once it starts to rally it'll be a furious ride up and much harder to accumulate shares at that point. $Global X Artificial Intelligence & Technology ETF(AIQ)$  $Microsoft(MSFT)$ 

$Apple(AAPL)$  holding near 338 while the rest of the tape is red does back up the safe-haven rotation idea. 340 is the level to watch.

$Microsoft(MSFT)$ Even the government seems to be trying to slow Microsoft's rapid rise as it pushes toward becoming the top AI technology company. This is the new high flyer, and it doesn't look like it can be stopped. We'll see how it plays out over the long term.

$Apple(AAPL)$ Trump said no Iran strikes

$Apple(AAPL)$  Doing my best to support Apple. The new Mac Studio just arrived.

$SpaceX(SPCX)$ Looking at $Microsoft(MSFT)$ , $Apple(AAPL)$ , and $Tesla Motors(TSLA)$ , even the smartest and most experienced traders can't predict stock prices. The more you trade, the more you lose money. Don't keep making the same mistake. Just buy and hold.

$Apple(AAPL)$ Despite all the negative narrative the financial media keeps pushing, Apple is in a real sweet spot. New product launches keep coming, and that active user base of over 2.5 billion continues to grow.

$Micron Technology(MU)$ Fridays usually work out well for hyperscalers. Could take a bit of a pause with SMH. Loading $Amazon.com(AMZN)$  $Alphabet(GOOGL)$  MSFT.

$Microsoft(MSFT)$  Watching MSFT for calls above $519.40. Also watching PG for calls above $149.48, and M for calls above $23.20. CAT is on the list too for calls above $827.57.