To The Moon

1. $Strategy(MSTR)$ MSTR is sitting on key long‑term support. ⚠️Monthly bias + volume profile are at a historically strong level, but I’m waiting for the Monthly BX to turn up before going long. Last time this combo hit, MSTR rallied +1,234% in ~2 years.If I really wanted exposure here, I’d be selling cash‑secured puts around $120–$140. 2. $Micron Technology(MU)$ I’m not starting a new MU position ANYTIME soon It’s up 154% since our Monthly BX trigger 6 months ago, and while the model still prices a best case of $350 by 2027, short‑term it’s overheated and R:R isn’t ideal.If I were already in, I’d hold. To start fresh, I’d want a ~25% pullback. 3. $Advanced Micro Device

$微軟(MSFT)$ 瑞穗證券微軟((MSFT)的最新研究報告核心觀點分享 一、核心評級與目標價調整 瑞穗證券分析師Gregg Moskowitz（牽頭微軟行業分析的團隊負責人）將微軟的目標價從625美元上調至640美元，維持“跑贏大市”（Overweight）評級。這一調整反映了該行對微軟在AI+雲協同效應下長期增長潛力的信心，認爲當前股價未充分反映其核心業務的增長動能。 二、核心觀點支撐邏輯 1. Azure業務增長超預期，成爲核心增長引擎 瑞穗證券對微軟Azure的調研結果顯示，其增長速度遠超公司給出的37%（固定匯率）指引。作爲微軟雲業務的核心板塊，Azure的增長主要受益於企業客戶對AI服務的需求爆發（如生成式AI、機器學習）及傳統雲服務的穩定擴張。該行指出，Azure的增長不僅直接推動了微軟整體營收的增長，更通過“AI+雲”的協同效應，提升了微軟在企業級市場的競爭力——例如，Azure AI服務的普及帶動了M365 Copilot、GitHub Copilot等AI產品的貨幣化，形成了“雲服務吸引客戶、AI產品提升ARPU（每用戶平均收入）”的良性循環。 2. AI需求強勁，推動雲業務升級 瑞穗證券強調，AI需求的爆發是微軟雲業務增長的關鍵驅動力。隨着生成式AI、大模型等技術的普及，企業客戶對高性能AI算力（如Azure GPU實例）、AI開發工具（如Azure Machine Learning）及行業定製化AI解決方案（如金融、醫療領域的AI應用）的需求持續增長。微軟憑藉Azure AI平臺的領先性（如支持GPT-4、Claude等大模型）及與企業客戶的深度合作（如與摩根大通、沃爾瑪等聯合開發AI應用），成爲了AI算力需求的核心受益者。該行預計，AI服務將對微軟總銷售額的貢

$特斯拉(TSLA)$ 後半夜會漲回來的，拿穩了就行

$CapLand IntCom T(C38U.SI)$ fjfjfjfjfjff

1. $Apple(AAPL)$ Warren Buffett's $Berkshire Hathaway(BRK.A)$ $Berkshire Hathaway(BRK.B)$ reportedly left $50 Billion on the table due to selling 2/3 of its $Apple(AAPL)$ position over the last 2 years 2. $Berkshire Hathaway(BRK.A)$ $Berkshire Hathaway(BRK.B)$ Berkshire Hathaway is now underperforming the S&P 500 $S&P 500(.SPX)$ by almost 28 percentage points since Warren Buffett's retirement announcement 🚨🤯 3. $Amazon.com(AMZN)$ Amazon is

$Tesla Motors(TSLA)$ That was one of the most volatile weeks we've seen since the Tariff sell off earlier this year. $SPX looked like it was on the verge of a bigger sell off but every dip was bought up again. The short side is still a difficult trade. The key indicator of a market top is Peak Euphoria. There's still lots of fear in the market even with $SPX and $QQQ near all time highs. Markets don't top when everyone thinks it's time to go short. That's not how it works. I will post my charts and plan on Sunday, HAGW everyone!! 🫡

$MSTR 20251017 322.5 CALL$ okay! 3rd lot done.

$特斯拉(TSLA)$ 老馬今天高興，再買10億美金股票回饋股東。