$Microsoft(MSFT)$ They're racing to triple computing power, targeting 38 GW of data center capacity after having to turn away AI/cloud demand due to shortages. Meanwhile, two key Fairwater veterans from Microsoft's largest AI campus in Wisconsin just joined SLNH. Ryan Carver came on as Chief Development Officer, and Neil Robinson as VP Construction Management. Same hyperscale execution team, with clean energy plus real AI compute. The connection is getting stronger.

$Microsoft(MSFT)$  Showing some potential here on the 60-minute 20 EMA setup. To be clear, MSFT needs to close above the 20 EMA — the green line. Only then would I place a stop under that level.

$Microsoft(MSFT)$  was set up as a long pullback against the 5/12 clouds, with the mid-day 444 level acting as key support. Once price bounced from 444 and curls started to develop, the move strengthened toward the 456 target. Partial profits were taken near 450 as momentum kept going. Stops were moved higher, with risk managed under 440 and later raised to 455.50 as price pushed toward the target. Clear plan, strong trend, disciplined execution.

$Microsoft(MSFT)$  $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ BTC.XMicrosoft shareholders voted down a Bitcoin treasury proposal in 2024, and the company still holds zero BTC on its balance sheet. I think this will end up looking like a historic mistake.

$Apple(AAPL)$ Just step outside and look at what people are holding in their hands. Yes, an iPhone. That alone says a lot about the bear case.

Tuesday's biggest analyst calls: Pivotal initiates SpaceX at buy Northland upgrades Intel to outperform from market perform UBS upgrades Lockheed Martin to buy from neutral Bank of America reiterates Apple as buy Raymond James reiterates Nvidia as strong buy $SpaceX(SPCX)$  $Intel(INTC)$  $Lockheed Martin(LMT)$  $Apple(AAPL)$  $NVIDIA(NVDA)$ 

Breakout watchlist. Inside bars and order blocks showing compression: $Meta Platforms, Inc.(META)$ : calls above $612.43 on the monthly setup. $NVIDIA(NVDA)$ : calls above $230.47 on the weekly setup. $Tesla Motors(TSLA)$ : calls above $368.92 on the daily setup. $Robinhood(HOOD)$ : calls above $107.46, puts below $101.89 on the daily setup. Gapfills and events: $Apple(AAPL)$ : calls above $328.40 on the daily gapfill setup. Quick take: $Robinhood(HOOD)$  is a top watch this week after a massive wave of Wal

$Apple(AAPL)$ I'm actually looking forward to next week's event. Haven't felt this way in years. I was planning to buy a new MacBook recently, but decided to wait until after the event.

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.