To The Moon

$SPDR S&P 500 ETF Trust(SPY)$ Large caps look tired and need a reset. $Meta Platforms, Inc.(META)$ , $Apple(AAPL)$ , $Amazon.com(AMZN)$ , $Alphabet(GOOGL)$ , for example. Meanwhile, quantums should be getting back to the long-awaited value recognition they deserve. So overall flat to up, with bullish pockets.

$Micron Technology(MU)$ Micron is on track to out-earn $Apple(AAPL)$ , $Alphabet(GOOG)$ , $Amazon.com(AMZN)$ , $Microsoft(MSFT)$ , Meta, and Tesla. Every single one of them. Still feels like the most underestimated company out there.

$Apple(AAPL)$ Jefferies has historically been a lot less accurate on Apple compared to top Wall Street names like JPMorgan Chase, and much more bearish. While the major institutions have mapped Apple's growth by tracking its actual financials, Jefferies has repeatedly leaned on supply-chain rumors that never really panned out.

$Apple(AAPL)$ Wall Street seems to expect Ternus to bring back the excitement that has been missing. I hope my thesis is correct. That is likely why the board views Ternus as the right choice to take over as CEO. Bringing back in-person demos would be a good move too.

$Microsoft(MSFT)$  just doubled+ from 0.80

Microsoft's backlog just hit $684 billion. The part that stands out to me is how much of that is tied to OpenAI. It gives a sense of the scale of the AI opportunity here. This isn't just about what $Microsoft(MSFT)$  is selling right now. A massive pipeline of future revenue is already sitting on the books. AI spending may be expensive at the moment, but the backlog makes it clearer why Microsoft is willing to keep pushing chips in.

$Apple(AAPL)$ Price action is holding strong around $313.33 right now. The Wall Street Journal report that Apple is actively testing memory chips from Chinese semiconductor maker CXMT across iPhones and MacBooks really changes the picture. Quiet shifts in supplier foundations like this tend to get attention from those positioning ahead of macro moves. With the broader trend staying intact, I'm personally not chasing green highs here. I'll keep scaling into key support dips with disciplined risk control. The big question is whether this supplier expansion will reshape the global semiconductor landscape. I'm following the market and sharing charts, trading notes, and ideas I'm watching.

$Microsoft(MSFT)$  This thing could hit 510 fairly soon, maybe sometime next week if not sooner.

$Microsoft(MSFT)$  Price is trading strong right around $496.87. The 500/495 zone is the main area I'm watching, and it's playing out pretty much like every level before it. From the June 350/360 lows and the 425/430 break, it's now moved straight into this test. If this breakout holds, the 530s are next, while pullbacks would likely look to the 470/480 shelf and anchored VWAP for support. The question is whether it blasts straight through $500 or pauses for a breather here.

$Microsoft(MSFT)$ The setup looks like it's getting ready for a short squeeze to $510. Technically, the chart is strong as steel, but the stock is also overbought. There are plenty of reasons for this overextension, like the Q4 results and past mispricing. I am extremely bullish medium and long term.