To The Moon

$Microsoft(MSFT)$  I recently put $100K into the Vanguard 500 Index Fund, where MSFT is one of the top holdings. The performance so far has been strong enough that it is making me seriously think about early retirement. MSFT or a low-cost S&P 500 index fund like Vanguard’s seems like a reasonable long-term option, at least based on my own approach. Nothing is guaranteed in the stock market, but time and patience can make a big difference. Criticism from others should not really matter when you are taking steps to build a better retirement for yourself. Focusing on your own financial future and staying invested is the part that matters most.

$Snowflake(SNOW)$ Snowflake is scheduled to report its fiscal second-quarter 2027 financial results after the market closes. Institutional investors are watching closely to see if their native Cortex AI layer can drive a massive consumption beat and trigger a major technical breakout. Here are the expected metrics they are looking for: - EPS expectation: $0.45 adjusted earnings per share (reflecting a 28.5% increase YoY). - Revenue Projection: $1.48 Billion (marking an estimated 28.7% growth year-over-year). Other critical themes to track: - Dollar-Based Net Revenue Retention (NRR) rate stabilizing within the 125% to 127% benchmark range. - The total count of large enterprise clients spending over $1 million expanding past the 510-customer ba

Data center buildouts in Pecos, Texas are picking up. $Microsoft(MSFT)$  has announced plans for a massive 2-gigawatt, multi-billion-dollar campus there, with a 20-year agreement alongside Chevron through its Energy Forge One subsidiary for a co-located, off-grid natural gas power plant that can provide up to 2.67 GW of dedicated power. $Amazon.com(AMZN)$  has filed for large facilities in the area, including the Pecos County Data Center and GW Ranch developments near Fort Stockton, backed by sizable on-site natural gas generation. $Core Scientific, Inc.(CORZ)$  is also shifting its existing Pecos footprint from crypto mining toward a 1.5-GW gross

$Apple(AAPL)$ Classic Apple price action. I think we could be at 325-330 by Friday, or maybe early next week if the event hype carries it.

$NVIDIA(NVDA)$ With Nvidia's blockbuster $89 billion data center quarter and strong forward guidance pointing to a multi-trillion-dollar infrastructure pipeline, I'd expect some initial intraday swings in mega-cap tech as the market works through the capex implications for the hyperscalers. If MSFT, GOOGL, or AMZN come under pressure, I'll be adding more. Watching SPY as well.

$Microsoft(MSFT)$ Feels like the setup is there for a broad rally across chips, software, and hyperscalers. Yields have softened, oil has collapsed, NVDA results came in solid, and PCE was a bit hotter but the market digested it well. CRM, Okta, and other SaaS results were also strong.

$SPDR S&P 500 ETF Trust(SPY)$ Watching the momentum quant activity in META. $Microsoft(MSFT)$  looks like it may be setting up next. $Invesco QQQ(QQQ)$ 

$Meta Platforms, Inc.(META)$ $SPDR S&P 500 ETF Trust(SPY)$ $NVIDIA(NVDA)$ $Apple(AAPL)$ $Microsoft(MSFT)$ States and Meta agree to settle claims that platforms harmed children, according to a court filing.

$Apple(AAPL)$ Apple has introduced the M6 and M5 Ultra, positioning them as a major step up in performance and AI compute. The M6 is Apple's first 2 nm chip, and the M5 Ultra uses a quad-die design.

$ChronoScale Corp(CHRN)$ $APPLIED DIGITAL CORP(APLD)$ $Microsoft(MSFT)$  $Nutanix Inc.(NTNX)$ Datacloud USA will have speakers from OpenAI, AWS, Microsoft, NVIDIA, Google, CoreWeave, AMD, Oracle, Goldman Sachs, BlackRock's Global Infrastructure Partners (GIP), Lambda, Crusoe, Hut 8, DigitalBridge, and TensorWave. ChronoScale CEO Cenly Chen is also set to speak at PwC's invitation-only executive session on scaling AI data center infrastructure. ChronoScale CTO Raj Jegannathan will be part of a fireside chat titled "Operating and Scaling Inference-First AI Factories."