To The Moon

$Microsoft(MSFT)$ $Roundhill Magnificent Seven ETF(MAGS)$ $Invesco QQQ(QQQ)$ $Vanguard Total Stock Market ETF(VTI)$ $Vanguard S&P 500 ETF(VOO)$ I have come to a conclusion today: Microsoft is the pony to win the AI race. I am still holding off on adding until the overdue correction, but I will be all-in when that happens. Functionally, they have the least committed CapEx with the most versatile platform for deployment. They also have killer partnerships and the capacity to take on debt. Things are starting to line up. When all this AGI stuff collapses,

$Microsoft(MSFT)$ This looks like a macro pullback. We'll be fine, no reason to stress. Unless someone bought calls, which wasn't the smartest move, in which case they might be in a rough spot.

$NVIDIA(NVDA)$ I still think too many traders are sleeping on AXG. The global stablecoin market is already $300B+. Meanwhile, AXG is building AXUSD plus AXBHD and reported $1.04B in stablecoin and fiat trading volume. Not saying it's Tether today, but the second USDT thesis deserves attention.

$Advanced Micro Devices(AMD)$ Picked up some 480c 10/16 contracts. Keeping it light. Risk management matters here. This thing can move in wild ways. Discipline over emotions. Not financial advice.

$NVIDIA(NVDA)$ With that guidance for 2028, gains look all but assured for 2026 and beyond.

$Microsoft(MSFT)$  If France really removes 2.5 million Windows installations along with Teams, Excel, Word, and PowerPoint, it would seriously hurt their own workforce and slow down every process in the government. It would take years to retrain older government employees to work on Linux and use open source alternatives. The country would take real damage from this. I still think they should do it. I don't care if my stock drops. People who make mistakes like this have to face the consequences.

$Rum Group Inc(RUM)$ Thin spread with bulls and bears battling it out, and short interest is through the roof. This is basically a volatility magnet. Bears are in a rough spot here, and $50 still looks cheap. $NVIDIA(NVDA)$  $NEBIUS(NBIS)$  $Salesforce.com(CRM)$ 

NVIDIA just gave AI infrastructure bulls another major catalyst. Looking at what $NVIDIA(NVDA)$  is saying: Vera Rubin production shipments have already begun, the CFO expects the fastest product ramp in NVIDIA history, there is a $40 billion revenue opportunity per GW of Vera Rubin infrastructure, NVIDIA expects Vera Rubin deployments across the hyperscaler ecosystem, and non-hyperscalers could represent roughly half of Data Center business. NVIDIA also just delivered another blowout quarter. The question is who is going to turn all those GPUs into deployable AI infrastructure. That is exactly where $SUPER MICRO COMPUTER INC(SMCI)$  lives. Supermicro specializes in high-density, rack-scale AI s

$NVIDIA(NVDA)$ This is a bit odd. AMD hasn't split in well over 26 years, and the options are looking juiced.

$Advanced Micro Devices(AMD)$  Lisa Su recently raised AMD's long-term outlook, saying the company now sees the overall market for high performance and AI computing growing around 40% annually over the next several years, approaching $2 trillion by 2030, with AMD expecting to grow well above the market. AMD also now expects to significantly exceed its previous $20 annual earnings target. Faster growth, a larger market, and higher earnings expectations typically support a higher share price.