To The Moon

$Tesla Motors(TSLA)$ Looks like it's opening above $320 on Monday. Hoping we get a bounce back to $350 this week, that would be sweet.

$Apple(AAPL)$ Could end up being the ultimate winner. When the data center space blows up — and it probably will at some point — there are going to be winners and losers. Companies that overextend and get forced into bankruptcy may have to sell off pieces on the cheap, and Apple could be in a position to pick some of those up. Though large players like Microsoft, Google, and Amazon might outbid them. This kind of thing moves in cycles, similar to what happened with real estate in 2008.

$WeBuy Global Ltd.(WBUY)$ My read is that the short side wanted to drive this down to around 50c today, but the price action made that really difficult. If holders generally stay put and retail realizes there's not much selling pressure, that could be the moment a stronger rally kicks in. I'd rather trust the thesis than wait for confirmation — waiting is often how you end up chasing too late. Reminds me of the conviction we saw around GME.

$Microsoft(MSFT)$  Microsoft's post-earnings setup looks more favorable compared to Alphabet. Investor expectations for Microsoft are considerably lower, as the stock is down about 17% year to date. That suggests a lot of the concerns around high AI infrastructure spending and capex might already be priced in. To move higher, Microsoft may not need spectacular results; solid Azure growth, continued AI demand, stable guidance, and capex in line with expectations could be enough. Another factor is timing: Microsoft reports after Alphabet. This gives management a chance to see the market's reaction to Alphabet's results and adjust their messaging. They can better emphasize demand-driven AI investments, monetization

$Tesla Motors(TSLA)$ The revenue beat is quite substantial. It's hard to see who's holding back on spending right now. From where I stand, there's a chance it could reach 400 tomorrow. $SPDR S&P 500 ETF Trust(SPY)$ 

$Apple(AAPL)$  Apple's price might look flat at the moment, but the options flow tells a different story. Big money is piling into calls, particularly the October 360 strike. Around four-fifths of the recent $256M in options premium went to calls, with a lot of that volume coming from large sweeps. Only 19% went into puts. Given the recent headlines around AI in China and the DOJ, it feels like institutions might be quietly positioning for a potential move higher. For anyone watching this, the setup looks bullish, but it might be wise to wait for some price action to confirm before making a big move.

$Microsoft(MSFT)$ Nvidia's Vera Rubin AI platform is now in production, with over 300 global partners across 350 manufacturing facilities in 30 countries. Major customers like CoreWeave, Google Cloud, Microsoft Azure, Oracle Cloud Infrastructure, and Mistral are deploying the rack-scale system, which points to strong demand for next-gen AI infrastructure. The stock was up 2% recently as semis saw a rebound. Benchmark results from CoreWeave show the Vera Rubin NVL72 delivers 10 times the performance per megawatt compared with the Grace Blackwell NVL72 when running DeepSeek-R1. The platform integrates seven chips and five rack trays into a unified system, eliminating cables, fans, and hoses within the tray. This reduces compute tray assembly ti

The monthly chart for $Microsoft(MSFT)$  has been showing some real resilience lately, holding that Wave 4 reversal zone and staying above the monthly MA50 for five straight months now. It's still trading safely above the key $380.68 level, which is the 0.5 Fibonacci retracement. From a technical standpoint, it looks like a fairly classic low-risk, high-reward macro setup. The long-term Wave 5 target is still seen at $629.66.

$Apple(AAPL)$  There's a lot of negative chatter out there again, which isn't really a surprise. It seems like there's always an attempt to push that narrative. From where I stand, Apple's ecosystem looks incredibly strong.

Wolfe Research has laid out a long-term growth case for $NEBIUS(NBIS)$ , suggesting a potential path to $30B in revenue and $21B in EBITDA by 2030. They see the growth ramp potentially starting in 4Q26 as the Vineland facility comes online, which should unlock more contracted capacity. Key catalysts they point to include the $46B in signed deals with $Microsoft(MSFT)$  and META. The Meta agreement specifically is $27B, which breaks down to $12B in fixed capacity and $15B in optional capacity. They also highlight the company's ability to optimize capacity between contracted customers and potentially higher-paying spot demand. On the margin side, the drivers mentioned are a cloud pipeline that gre