To The Moon

$IREN Ltd(IREN)$ $Tradr 2X Long IREN Daily ETF(IREX)$ 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.

$Microsoft(MSFT)$  Microsoft is the only Mag 7 stock near its 52-week lows, which might be why it's holding up a bit better than the rest right now. I'm watching it closely, looking for a chance to grab some long-dated calls like Burry did. MSFT is supposed to be a safe stock held by people like Pelso, so on the next overall market rebound, I'm betting MSFT should be among the first to bounce back strongly.

$Microsoft(MSFT)$ Low volume but holding steady. I think that's a good sign, and it should move up from here. Could reach 390 by the end of the week.

$Microsoft(MSFT)$  Another example of Microsoft turning AI investment into enterprise products. Today's Azure Copilot Observability Agent helps organizations manage and troubleshoot cloud infrastructure with AI. Azure plus AI plus enterprise software remains one of the strongest combinations in tech. Microsoft isn't just building AI models—it's integrating AI throughout the entire cloud stack. That's where long-term value gets created.

$Apple(AAPL)$ Hearing that the backlog of pre-orders for the new flip phones from stores is significant. Apple is going to make a lot of money.

I'm looking at a few names that are starting to screen as potential long-term accumulation setups, based on valuation compression and forward earnings power. $Microsoft(MSFT)$  — trading at around 19x forward earnings; it's a quality compounder, and I think the market still underappreciates its AI and cloud optionality. $Salesforce.com(CRM)$  — sub-10x forward earnings; sentiment is low, but the long-term enterprise software consolidation story remains intact. $ServiceNow(NOW)$  — around 19x earnings with a sub-1 PEG; it's a rare combination of growth and multiple compression. $Novo-Nordisk A/S(NVO)$  —