To The Moon

$Microsoft(MSFT)$ Unlike Google, all this seems already priced in for MSFT. I think next Wednesday could turn out to be a good day.

$Apple(AAPL)$ A new floor appears to be forming here. If you're in puts, be careful.

$Apple(AAPL)$ The current magnet for Gamma appears to be sitting firmly around the $333.5 to $334.00 level.

$Apple(AAPL)$ I've been saying we're in a power trend up to the 360s.

$Microsoft(MSFT)$  It looks like the chance to own Microsoft under $400 might be closing this week. The question is whether it can ride the momentum toward $600 and beyond.

$IREN Ltd(IREN)$ $Tradr 2X Long IREN Daily ETF(IREX)$ That bounce at 37.84 looks interesting. It's getting close to a point where the major players might make a move. With the second half of the year approaching, I'm watching MSFT.

$Microsoft(MSFT)$  Flow sentiment is extremely bullish. The data shows 100% call flow with $9.1M in calls and $0 in puts on the tape. There are big buyers hitting multiple expiries: $480C 08/21/26 — $1.1M split $405C 10/16/26 — $851K block $400C 07/17/26 — $795K + $772K $445C 01/15/27 — $582K block $420C.X 08/21/26 — $542K block The put/call ratio is at 0.00. It looks like institutions are positioning for upside across both near-term and longer-dated contracts.

$Circle Internet Corp.(CRCL)$ From where I stand, the potential bear case for Circle is that it has to go out and acquire customers. Stripe, Visa, and Mastercard already have them. They could just apply the new tech to their existing customer base without charging extra. The main issue, though, is the consortium model. Historically, these kinds of partnerships have rarely worked out smoothly—someone always ends up with the short end of the stick. It's possible Circle could lose most of the retail and business segments, but the big players might decide to build on Circle's platform to cut out Visa and Mastercard. Think about $Wal-Mart(WMT)$ , $Apple(AAPL)$&nb

I'm also all cash over the weekend, waiting to see if a good setup emerges on Monday. Curious if $Microsoft(MSFT)$  will continue its move. Above 375, 400 could come quickly. The 50 and 100 SMA are basically at the same level, and Friday's volume was insane too.

As of this week's close, $Microsoft(MSFT)$  is printing a bullish weekly candle, and it's not a small one. It's a strong bullish engulfing pattern, decisively reclaiming the $370s after hitting a fresh 52-week low of $349.20 earlier in the week.