SOX just ripped 16 straight wins — Teradyne +99%, COHR +89%, MRVL +85%, INTC +76% YTD.

MSFT reports April 29: watch Azure growth (last Q +38%) and CapEx ($35B est, up 65% — that's what sank the stock the last two times). P/C at 0.47, IV at 38%, PE at 26.5x (12th percentile 5-year). AI demand good, CapEx spiral bad. Btw, Moomoo just dropped free real-time GEX — no more sub fees, that cash is going into my next trade lol.

Btw, Moomoo just dropped free real-time GEX. No more sub fees — that cash is going into my next trade lol.