To The Moon

$AppLovin Corporation(APP)$ It's the same pattern seen with $Salesforce.com(CRM)$  and MSFT. A cash cow gets written off, then it rips back up. I made a nice return on that setup, and I expect the same here. This looks like a straightforward trade.

$Microsoft(MSFT)$ $Amazon.com(AMZN)$ $Alphabet(GOOGL)$ $NVIDIA(NVDA)$ Anthropic just released Claude Opus 5.5 with Fable-level performance at 40% lower cost than the previous Opus. This is their first model since the public call to slow down frontier development. Actions still moving faster than the rhetoric. Cheaper high-end models mean more volume, more cloud usage, and more pressure on the rest of the industry to keep pace.

$Microsoft(MSFT)$ Azure is booming and it's only getting started. My company just switched to it. The recurring revenue and growth potential here looks strong.

$Tesla Motors(TSLA)$ I have a feeling TSLA is going to pop over the next couple of weeks. With gas prices this high, it doesn't really make sense, and last week was pretty frustrating, so I think a lot of people probably sold.

Microsoft is putting up its best relative performance against the S&P 500 in over a year. $Microsoft(MSFT)$ 

bears watching all their money evaporate $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  $Tesla Motors(TSLA)$  $Advanced Micro Devices(AMD)$ 

$Apple(AAPL)$ The market still has more upside potential from here. Could see more upside into power hour.

History suggests the real opportunity tends to come after the difficult midterm year. Since 1950, $SPDR S&P 500 ETF Trust(SPY)$  has been higher 12 months after all 19 midterms, with an average gain near 16%. Every November through June stretch following a midterm since 1942 has also finished green, while year three has historically been the strongest of the presidential cycle. Staying patient and waiting for the setup to confirm makes sense to me. $Invesco QQQ(QQQ)$  $NVIDIA(NVDA)$  $Apple(AAPL)$  $Microsoft(MSFT)$ 

$New Era Helium Inc(NUAI)$ $Microsoft(MSFT)$  $HYPERSCALE DATA INC(GPUS)$  $Meta Platforms, Inc.(META)$  $Amazon.com(AMZN)$  — price targets around $50 and higher from here.

$Microsoft(MSFT)$ Quietly riding the enterprise AI wave while everyone's distracted by chip stocks. Cloud spending trends still look sticky across the sector. Feels like the boring giant keeps compounding while nobody's watching. Worth keeping on the radar.