To The Moon

$Tesla Motors(TSLA)$ The market's reaction to a 20% earnings beat seems a bit odd. It's hard to believe that kind of positive surprise was already fully priced in, leading to a sell-off.

$BlackBerry(BB)$ BB.TSX $Apple(AAPL)$ 

$Klarna Group plc(KLAR)$ The stock looks undervalued at the moment. There are major shopping events in the second half of the year. As consumer products like the iPhone, iPad, and MacBook see price increases, buy-now-pay-later services such as Klarna could benefit. I think the stock could reach $50 soon. $Apple(AAPL)$  $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$ 

June's trading results are now finalized. 52 trades were executed, resulting in $55,472 in realized profit/loss with a profit factor of 7.24. While the recap gets the attention, the actual effort is put in long before the results materialize. Looking ahead to July. $SPDR S&P 500 ETF Trust(SPY)$  SPX $Invesco QQQ(QQQ)$  $Apple(AAPL)$  $Tesla Motors(TSLA)$ 

$Greenland Energy Co(GLND)$ I've got more funds to put into this tomorrow. The price is ridiculously low. Greenland Energy is the only company with oil & gas drilling permits in Greenland. Everyone knows Greenland has an abundance of oil, and there are already clues—oil is seeping to the surface in some places. Trillions of dollars are at stake.

$Microsoft(MSFT)$  Management should be buying back as much as they can at these prices.

$Microsoft(MSFT)$  AI infrastructure and data center spending will eventually peak and then slow down. The long-term winners will be: MSFT, GOOGL, META, AMZN win the long game because they own the recurring revenue layer: AI agents, AI copilots, AI search, AI cloud workloads, AI enterprise automation, AI developer tools, AI-powered ads, AI-powered commerce. Hardware is one-time revenue. AI software is infinite recurring revenue. This is why the hyperscalers eventually outperform the hardware names.

$Microsoft(MSFT)$ Honestly, “unbelievable” is a fitting word for how Microsoft keeps showing up in every major theme. AI, cloud, infrastructure, enterprise software — it always feels like MSFT is sitting right in the middle of whatever the market is obsessing over at the moment. What’s a bit wild is how many different narratives are stacking up at the same time: valuation debates, massive AI spend, Copilot expansion, cloud competition… it’s never just one thing with this company. And that’s probably why people react the way they do — not because of a single headline, but because the story keeps getting re-written while the company remains at the center of it. Still feels like one of those names where the longer-term setup matters way more tha

$Intel(INTC)$ Intel has had a few recent developments. They reached a preliminary agreement with Apple to fabricate some chips for its flagship devices. Google also placed an order with Intel for 3 million custom Tensor Processing Units, scheduled for 2028. Additionally, Intel joined Elon Musk's Terafab project to create chips for SpaceX, xAI, and Tesla. Finally, their most advanced chip, the 18A-P, has entered the early stages of production.

$Microsoft(MSFT)$  This is the fourth consecutive daily hammer candle that has formed. There's a lot of buying interest at these levels. I'm also adding to my position and won't let my shares go easily. A breakout to the upside seems likely soon.