To The Moon

$Microsoft(MSFT)$ Vertical integration. Their own Maia 3000 chip, cheaper and more powerful. 40 percent more efficiency. This isn't getting enough attention.

Microsoft has completed pretraining MAI-Base-2, a new AI model with 2.8 trillion total parameters and 80 billion active parameters. They claim it outperformed every open-source model evaluated while requiring up to 12 times less computing power to match a leading competitor. Built on a mixture-of-experts architecture, the model activates only a portion of its parameters for each task. Microsoft said its training approach was 4.2–12.3 times more compute-efficient than DeepSeek-V4-Pro-Base across four benchmarks and 6.3–12.7 times more efficient than its predecessor, MAI-Base-1. The model was trained using 16,000 Nvidia GB200 GPUs over 38 days in August and September, processing approximately 50 trillion training tokens. Its unique-token dataset increased by around 36% compared with MAI-Base

$Pepsi(PEP)$ $McDonald's(MCD)$ More than resistance, what you need to watch are the support levels. $Microsoft(MSFT)$  has tricked many of us before, dropping below 360 into new lows after a mega rally. So I'm wary of those kinds of moves in a high inflation environment. But that doesn't mean I'm stopping my buying.

Thursday's biggest analyst calls: Goldman Sachs upgraded Palantir to buy from neutral. Wolfe reiterated SpaceX as outperform. Jefferies upgraded Royal Caribbean to buy from hold. Morgan Stanley reiterated Microsoft as overweight. Citi reiterated Apple as buy. $Palantir Technologies Inc.(PLTR)$  $SpaceX(SPCX)$  $Royal Caribbean Cruises(RCL)$  $Microsoft(MSFT)$  $Apple(AAPL)$ 

$Alphabet(GOOGL)$ One of the better-looking Mag Seven setups right now. It's reclaiming the 50 DMA here, with room back up in this triangle toward the top trendline around $363.

$SpaceX(SPCX)$ Speculation runs wild, but nobody truly knows where the price will run. My approach is to just buy, hold, and add regularly. You can build wealth over time with simple dollar cost averaging. Good luck. $Rocket Lab USA, Inc.(RKLB)$  $Firefly Aerospace Inc.(FLY)$  $APPLIED DIGITAL CORP(APLD)$  $Alphabet(GOOGL)$ 

$Unity Software Inc.(U)$ $Alphabet(GOOGL)$  Google and Unity announced a strategic partnership for a new integrated gaming platform, set to arrive later this year. The goal is to combine Google AI, the reach of Google's billion-user products, and Unity's game-building expertise. The idea is to open up game creation to millions of new creators and deliver new experiences to billions of players worldwide. That could end up being pretty significant.

$Unity Software Inc.(U)$ $Alphabet(GOOGL)$ Google and Unity are partnering on a new AI gaming platform aimed at the next era of interactive entertainment.

$Alphabet(GOOGL)$ Looks like Gemini 4 Argon is expected to be released today.

$Alphabet(GOOGL)$ This thing could really take off. Google was just in the 400s, and fundamentally nothing has changed. Their AI model is about to launch in a much stronger form than before, and it might end up making Muse and the others look small by comparison.