To The Moon

Breakout watchlist. Inside bars and order blocks showing compression: $Meta Platforms, Inc.(META)$ : calls above $612.43 on the monthly setup. $NVIDIA(NVDA)$ : calls above $230.47 on the weekly setup. $Tesla Motors(TSLA)$ : calls above $368.92 on the daily setup. $Robinhood(HOOD)$ : calls above $107.46, puts below $101.89 on the daily setup. Gapfills and events: $Apple(AAPL)$ : calls above $328.40 on the daily gapfill setup. Quick take: $Robinhood(HOOD)$  is a top watch this week after a massive wave of Wal

$Apple(AAPL)$ I'm actually looking forward to next week's event. Haven't felt this way in years. I was planning to buy a new MacBook recently, but decided to wait until after the event.

A trade recap on $Microsoft(MSFT)$  was shared. The focus was on a long pullback setup, watching how price interacted with the 5/12 clouds and whether the 444 level could hold as key support mid-day. Once price bounced from 444 and curls developed, the move gained strength toward the 456 target. Some profits were taken near 450 as momentum continued. Stops were then moved higher, with risk managed under 440 and later raised to 455.50 as price pushed toward the target. The overall read was a clear plan, a strong trend, and disciplined execution.

$Apple(AAPL)$ All jokes aside, it feels like the pressure is there to get people to sell. The probability this ends above $320 by September 9 looks higher than the alternative.

$SUPER MICRO COMPUTER INC(SMCI)$ Bears keep acting like Supermicro is the only AI infrastructure company facing regulatory scrutiny. It isn't. NVDA has antitrust scrutiny. MSFT has FTC scrutiny over its AI and cloud practices. AMZN and AWS face EU cloud competition scrutiny. GOOGL has multiple regulatory investigations. Now look at what SMCI is actually producing: FY2026 revenue of $39.1 billion, compared with $22.0 billion last year. Nearly 78% YoY revenue growth. Q4 non-GAAP gross margin of 17.6%. Massive AI infrastructure demand. Record order and backlog momentum. Deep exposure to NVIDIA, AMD, and the broader AI buildout. And the independent Special Committee investigation found no evidence of misconduct or fraud by management or the Board

$Apple(AAPL)$ Max pain is 307.5. I opened at 310, then it pumped and slipped toward the end of the day. I think it drops back to 310 and chops for a bit. If it's going to rip before the September iPhone event, it will likely happen next week now that this week's OPEX is out of the way. I'm betting on a rally into the event, followed by a typical sell-the-news move. Just my thoughts from a very basic crystal ball.

$Apple(AAPL)$ People don't want to spend the money, but then they end up buying cheaper tech they can't get to work. Apple products are generally simpler to use because the company designs both the hardware and the software to work together. That creates a smooth and clear user experience.

$Microsoft(MSFT)$  Bill Ackman exited his Google position entirely and reduced his Amazon stake, using the proceeds to add to Microsoft and Meta.

$Microsoft(MSFT)$  Microsoft went too high too fast again. This one is hard to tame, but it works well for day and swing trading.

$Reddit(RDDT)$  - got a bit excited there, but a $3-$4 move is still better than the 1.5 point bounce on $Alphabet(GOOGL)$  and $Amazon.com(AMZN)$ , and $Apple(AAPL)$  didn't bounce at all.