To The Moon

$NVIDIA(NVDA)$ $Invesco QQQ(QQQ)$ $VanEck Semiconductor ETF(SMH)$ Looks like Jensen is aiming for all-time highs.

$Microsoft(MSFT)$ To me, MSFT going from $30 to over $500 felt like it happened in no time at all. So the idea of it reaching $600 doesn't seem impossible. Nobody knows exactly where the stock will go, but if the business keeps growing and executing, $600 isn't an unrealistic number to consider. That's why I'm looking at MSFT with a long-term perspective rather than worrying about every short-term move.

$Advanced Micro Devices(AMD)$ Stop the whining, AMD is fine. I'm keeping my position and expect to be rewarded over time. My DCA is 31.375. Believe it or sell and move on.

$Microsoft(MSFT)$ $Roundhill Magnificent Seven ETF(MAGS)$ $Invesco QQQ(QQQ)$ $Vanguard Total Stock Market ETF(VTI)$ $Vanguard S&P 500 ETF(VOO)$ 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. $NVIDIA(NVDA)$  $NEBIUS(NBIS)$  $Salesforce.com(CRM)$