To The Moon

$Microsoft(MSFT)$ Up or down? Excel and Access are just too difficult. Preparing for a job with them felt overwhelming.

Big money is loading up on $Apple(AAPL)$  calls ahead of tomorrow's Apple event. Over $1.05M in premium went into 9/16 $320 calls, with 2,545 contracts traded against just 298 open interest. Nearly $415K in premium came through in a single 5-minute candle, and most of that burst traded at the ask. Notably, 988 contracts traded in just 5 minutes, with 978 hitting the ask. Aggressive upside positioning ahead of the event.

$Microsoft(MSFT)$ $SanDisk Corp.(SNDK)$ $NVIDIA(NVDA)$ $Rezolve AI(RZLV)$  is up 1100% on a speculative portfolio since Dec 2024. The idea here is RZLV.

Still seeing this pullback in $Apple(AAPL)$  as a gift. Wave 4 is sitting right in the zone where it should be. Wave 5 looks like the next move, with new highs from here. Shorts holding on late are running out of runway.

$Apple(AAPL)$ Every day, for as long as the market is open, I keep buying BIH.

$NetApp(NTAP)$ $Palantir Technologies Inc.(PLTR)$ $Apple(AAPL)$  Rough day out there. NTAP down 10% after a blowout earnings report is wild. From where I stand, the cash flow spending looks justified.

$New Era Helium Inc(NUAI)$ Soon to the Moon => $50 +++ $Alphabet(GOOG)$  $HYPERSCALE DATA INC(GPUS)$  $Phathom Pharmaceuticals(PHAT)$  $Microsoft(MSFT)$ 

$Nike(NKE)$ When doom and gloom posts make up about three quarters of the chatter, that's usually the point where I start thinking about buying. Nike is still the most popular brand in the world. With Tim Cook now done at Apple, he can put more time into Nike as Chairman and on the board of directors. $Apple(AAPL)$  $Dick's Sporting Goods(DKS)$  $DraftKings Inc.(DKNG)$  $Lululemon Athletica(LULU)$ 

$Apple(AAPL)$ There are plenty of reasons to be less than thrilled with this market right now. On the other hand, there are some solid reasons to like AAPL. Reviewing historical price action can offer useful context for spotting possible trends, but nothing is ever absolute.

$Apple(AAPL)$ New Macs just dropped without notice. That suggests there is a lot more in the short-term pipeline. Nice.