$Microsoft(MSFT)$  Microsoft is planning to triple its global data center capacity, going from roughly 12 GW today to more than 38 GW by 2032, according to Bloomberg. That adds about 26 GW of capacity, with AI-specific compute expected to rise from around 2 GW today to roughly one-third of total capacity by 2032, or about 13 GW. The target excludes compute rented from neoclouds like CoreWeave. The buildout follows capacity shortages that forced Microsoft to restrict some cloud subscriptions and turn away AI and cloud demand. Microsoft spent $145B in capex last fiscal year and has $329B in future data center lease commitments.

$Apple(AAPL)$ It clearly looks like it wants to push toward $330. If there's any weakness in early trading, this one will be at the top of my watchlist.

$Apple(AAPL)$  Distribution is everything here. The AI assistant could end up absorbing the chatbot, and if it becomes the main gateway to AI and the internet for most people, then $meta might be more back than ever. $aapl and $goog will probably be fine too.

$Soluna Holdings, Inc.(SLNH)$ Robinson, a former Director of AI Construction at MSFT, is the second key $Microsoft(MSFT)$  lead Soluna has brought over. Soluna recently appointed Ryan Carver as Chief Development Officer, and he previously led MSFT's Fairwater AI infrastructure program. Moving executive-level leadership from MSFT's core AI build team to Soluna's development arm implies Soluna is configuring site blueprints specifically to MSFT specs. Industry updates from Metrobloks, Soluna's Kati 2 JV partner, specifically target NVIDIA's reference design architecture, including high-voltage 800 VDC power and liquid cooling. MSFT's Fairwater projects are major adopters of this exact spec. ERCOT

$Microsoft(MSFT)$  trade recap. The 500 level was flagged as a long setup with MTF support and a dip-buy area around 500–501. Price held the MTF and pushed higher, with the 510 target getting hit. Stops were moved up to 502 as price continued, while runners were held for the next target near 515. Clear plan, strong trend, disciplined execution.

$Apple(AAPL)$ No dumping here, just up. I added to my calls position at this strong support level. One of the best companies out there.

$Apple(AAPL)$  New CEO, a foldable iPhone on the way, new products in the pipeline, plus the AI angle. It already filled 50% of that gap, and if it opens and trends higher going forward, I'd be watching for the rest of it to fill — though with these markets, who knows. Definitely one to keep on the radar heading toward September 9th.

$Apple(AAPL)$ Barring a market-wide disaster, I figure we see the first level up and then the move that intersects with the area marked by the vertical line. It could happen sooner than that. It's in the zone right now. Unless it gets knocked out of the zone at the open, which I doubt, but I have a plan for that too. I just have to remember what it is.

$Amazon.com(AMZN)$ Market makers are playing games. This should be over 300. My average is around $120 on most of my brokerages. I like how Amazon is into everything — online stores, AI infrastructure, streaming, space, robotics. I can't even list everything off the top of my head. Amazon doesn't get enough respect. $Microsoft(MSFT)$  too, buy and hold is easy money.

$Klarna Group plc(KLAR)$ The market really underestimates the $Apple(AAPL)$  deal. Even with a very conservative take on the new lease program, this is what Klarna could bring in annually from iPhone sales alone. 25% is a very conservative penetration figure. We could easily see 40%-45%.

$Apple(AAPL)$  All of AI runs on phones and computers, and Apple is the king on both. It doesn't take a genius to figure out that Apple's future is solid. Buy and hold.

$Microsoft(MSFT)$ MSFT is up 0.44%, and I think this move is supported by strong fundamentals rather than just market sentiment. Azure continues to show strong growth, while demand for AI and cloud services remains robust, and the latest earnings report supports that. There may still be some short-term volatility, but as long as key support levels hold, I believe MSFT's long-term bullish outlook remains intact.

$SPDR S&P 500 ETF Trust(SPY)$ Large caps look tired and need a reset. $Meta Platforms, Inc.(META)$ , $Apple(AAPL)$ , $Amazon.com(AMZN)$ , $Alphabet(GOOGL)$ , for example. Meanwhile, quantums should be getting back to the long-awaited value recognition they deserve. So overall flat to up, with bullish pockets.

$Micron Technology(MU)$ Micron is on track to out-earn $Apple(AAPL)$ , $Alphabet(GOOG)$ , $Amazon.com(AMZN)$ , $Microsoft(MSFT)$ , Meta, and Tesla. Every single one of them. Still feels like the most underestimated company out there.

$Apple(AAPL)$ Jefferies has historically been a lot less accurate on Apple compared to top Wall Street names like JPMorgan Chase, and much more bearish. While the major institutions have mapped Apple's growth by tracking its actual financials, Jefferies has repeatedly leaned on supply-chain rumors that never really panned out.

$Apple(AAPL)$ Wall Street seems to expect Ternus to bring back the excitement that has been missing. I hope my thesis is correct. That is likely why the board views Ternus as the right choice to take over as CEO. Bringing back in-person demos would be a good move too.

$Microsoft(MSFT)$  just doubled+ from 0.80

Microsoft's backlog just hit $684 billion. The part that stands out to me is how much of that is tied to OpenAI. It gives a sense of the scale of the AI opportunity here. This isn't just about what $Microsoft(MSFT)$  is selling right now. A massive pipeline of future revenue is already sitting on the books. AI spending may be expensive at the moment, but the backlog makes it clearer why Microsoft is willing to keep pushing chips in.

$Apple(AAPL)$ Price action is holding strong around $313.33 right now. The Wall Street Journal report that Apple is actively testing memory chips from Chinese semiconductor maker CXMT across iPhones and MacBooks really changes the picture. Quiet shifts in supplier foundations like this tend to get attention from those positioning ahead of macro moves. With the broader trend staying intact, I'm personally not chasing green highs here. I'll keep scaling into key support dips with disciplined risk control. The big question is whether this supplier expansion will reshape the global semiconductor landscape. I'm following the market and sharing charts, trading notes, and ideas I'm watching.

$Microsoft(MSFT)$  This thing could hit 510 fairly soon, maybe sometime next week if not sooner.