A trade recap on $Microsoft(MSFT)$  was shared. The focus was on a long pullback setup, watching how price interacted with the 5/12 clouds and whether the 444 level could hold as key support mid-day. Once price bounced from 444 and curls developed, the move gained strength toward the 456 target. Some profits were taken near 450 as momentum continued. Stops were then moved higher, with risk managed under 440 and later raised to 455.50 as price pushed toward the target. The overall read was a clear plan, a strong trend, and disciplined execution.

$Apple(AAPL)$ All jokes aside, it feels like the pressure is there to get people to sell. The probability this ends above $320 by September 9 looks higher than the alternative.

$SUPER MICRO COMPUTER INC(SMCI)$ Bears keep acting like Supermicro is the only AI infrastructure company facing regulatory scrutiny. It isn't. NVDA has antitrust scrutiny. MSFT has FTC scrutiny over its AI and cloud practices. AMZN and AWS face EU cloud competition scrutiny. GOOGL has multiple regulatory investigations. Now look at what SMCI is actually producing: FY2026 revenue of $39.1 billion, compared with $22.0 billion last year. Nearly 78% YoY revenue growth. Q4 non-GAAP gross margin of 17.6%. Massive AI infrastructure demand. Record order and backlog momentum. Deep exposure to NVIDIA, AMD, and the broader AI buildout. And the independent Special Committee investigation found no evidence of misconduct or fraud by management or the Board

$Apple(AAPL)$ Max pain is 307.5. I opened at 310, then it pumped and slipped toward the end of the day. I think it drops back to 310 and chops for a bit. If it's going to rip before the September iPhone event, it will likely happen next week now that this week's OPEX is out of the way. I'm betting on a rally into the event, followed by a typical sell-the-news move. Just my thoughts from a very basic crystal ball.

$Apple(AAPL)$ People don't want to spend the money, but then they end up buying cheaper tech they can't get to work. Apple products are generally simpler to use because the company designs both the hardware and the software to work together. That creates a smooth and clear user experience.

$Microsoft(MSFT)$  Bill Ackman exited his Google position entirely and reduced his Amazon stake, using the proceeds to add to Microsoft and Meta.

$Microsoft(MSFT)$  Microsoft went too high too fast again. This one is hard to tame, but it works well for day and swing trading.

$Reddit(RDDT)$  - got a bit excited there, but a $3-$4 move is still better than the 1.5 point bounce on $Alphabet(GOOGL)$  and $Amazon.com(AMZN)$ , and $Apple(AAPL)$  didn't bounce at all.

$Microsoft(MSFT)$ Azure's AI revenue grew 35% YoY. Enterprise AI adoption is accelerating faster than anyone predicted.

$Carnegie Clean Energy Ltd.(CWGYF)$ Up 9% with decent volume on the ASX today. The latest message from Carnegie mentions BiMEP as central to their efforts around Spain's wave energy potential, noting it could supply over 30% of the nation's electricity demand. BiMEP offers pre-consented test berths with a grid connection, which gives them an operational base to deploy and validate CETO in open Atlantic waters.

$Microsoft(MSFT)$  This is a $600 stock. It's surprising that the market doesn't see the opportunity MSFT offers shareholders. The financials are solid, with earnings still growing. Holding the shares should pay off over time.

$Apple(AAPL)$ Apple will go back up and should reach $400 in the near future. Sales and earnings are growing, which should keep the stock price moving higher. I'd like to see it get back to the mid $300s first, then grow from there.

$Apple(AAPL)$ AAPL has been one of the weakest names in the Nasdaq for months now, honestly kind of a joke. I put in a limit buy at 250, good till the end of the year, and I think it'll fill well before then.

$Microsoft(MSFT)$ Managed to catch the bottom on this one, based on what I saw in the "long term investments" channel on the site.

$Alphabet(GOOG)$ $Alphabet(GOOG)$ $Microsoft(MSFT)$ $SPDR S&P 500 ETF Trust(SPY)$ $Amazon.com(AMZN)$ Big tech bears are getting a bit ridiculous. They keep shouting about capex, but Google's 7- and 8-year-old TPUs are still showing 100% utilization. It's the same story at Microsoft and Amazon, with all the NVDA chips running at full steam.

$Apple(AAPL)$ Honestly, this is one of those stocks you buy and forget about. No matter what, people will still purchase Apple products. Partly thanks to the experience with Microsoft's Windows 8, 10, and 11, Apple's user base just keeps growing. Now that Apple is making server chips again, they look set to enter the enterprise market with a lot of momentum.

$Microsoft(MSFT)$ I've been holding MSFT for the long term and don't actively trade it. With a 3-year liquidation timeline in mind, I think it'll end up being a pretty solid place to be.

$Microsoft(MSFT)$ Seeing spoof walls at 503 and 505. Looks like they're trying to squash premiums for tomorrow. Buying pressure is the only way to break through.

$Microsoft(MSFT)$  Software seems likely to pull back soon, and semiconductors could take over for the rest of the month.

$Microsoft(MSFT)$ There's an inverted Brontosaurus pattern taking shape on the 90-day chart. From where I stand, that looks pretty bullish right now.