•Charlie Moon• 🌖’s 💰 Trades Ⓜ️Ⓜ️T

Stocks Strategist @ProsperTrading. Lover of tech stocks and all things trending. Opinions are not advice. // 🚀 Trades 💪

[•Charlie Moon• 🌖’s 💰 Trades Ⓜ️Ⓜ️T @DiscipleofTrend]

So it begins...

I rarely give this much conviction to anything let alone disclose this publically. This maybe your one shot to get in on this sector at or near the ground floor. I do believe it will be the last time I say to a client that you have time on your side.

[George Washington 🇺🇸 @YN_Washington]

They put the skyline on the cover and the entirety of Chicago got hit with the worst Madden curse of all time

[•Charlie Moon• 🌖’s 💰 Trades Ⓜ️Ⓜ️T @DiscipleofTrend]

Somehow my man wanted to quote me for his article. Please give it a read and follow @OptionsAction @OJRenick

[Options Action @OptionsAction]

HODL ➡️ FODL #Bitcoin https://t.co/KaaCRSF3d9

[•Charlie Moon• 🌖’s 💰 Trades Ⓜ️Ⓜ️T @DiscipleofTrend]

👀 $HON

[zerohedge @zerohedge]

*QUANTINUUM IPO IS SAID TO BE MORE THAN 20 TIMES OVERSUBSCRIBED

[Josh Schafer @_JoshSchafer]

Truist's Keith Lerner took a look at 30 major IPOs. The Year 1 max drawdown column stands out.

[Wall St Engine @wallstengine]

ALPHABET $GOOGL MANDATORY CONVERTIBLE STOCK SALE IS SAID TO BE OVERSUBSCRIBED

[RJC @RJCcapital]

$FLNC is up 32% today and I still don’t think people understand what just happened.

>yesterday $SIEGY, $NVDA and $FLNC announced a reference architecture purpose-built for NVIDIA AI data centers.

>tied to DSX Vera Rubin NVL72, aka the next AI factory architecture.

> $FLNC positioned as the power-resiliency layer for AI factories in constrained grids.

>last earnings call, $FLNC disclosed master supply agreements with TWO major hyperscaler.

>data center pipeline was up 30% q/q

>backlog is already $5.6B (more than market cap of $4.4B)

>short interest is ~30% of float

if AI factories need grid-scale storage, power quality, and fast-response infrastructure, this becomes an AI infrastructure stock which could give this a $BE type run.

Then it will go to $100.

[Anthropic @AnthropicAI]

Anthropic has confidentially submitted a draft S-1 registration statement to the Securities and Exchange Commission.

Pending completion of SEC review, this gives us the option to pursue an initial public offering.

Read more: https://t.co/onGZAhRLvD

[Oracle @OracleNYSE]

$CRM Anthropic stake

scoop: Salesforce has a $5 billion stake in Anthropic. First investment was early 2023 at $50 million

BBG

[Salma @salmaogs]

Wow, huge $MSFT buyer here

$MSFT 480 C 07/02/2026 for $12.4M

[•Charlie Moon• 🌖’s 💰 Trades Ⓜ️Ⓜ️T @DiscipleofTrend]

MOAR $MSFT this one for Aug $500 strike

[Will Meade @thechartdr]

Some big call option bombs this morning 👇

[Oracle @OracleNYSE]

$MSFT

SCOOP: Sources tell The Verge that Microsoft will announce a new reasoning model (MAI-Thinking-1), new image models (MAI-Image-2.5), a Copilot 'super app', and a developer-optimized Windows 11 experience at its Build conference

Verge

[•Charlie Moon• 🌖’s 💰 Trades Ⓜ️Ⓜ️T @DiscipleofTrend]

👀 second week in a row shortened dated call buying.

[John Trades MBA @JPATrades]

Someone just bought over $10,000,000 worth of $MSFT calls that expire in July

Bill Gates sold the bottom

[Shay Boloor @StockSavvyShay]

Jensen Huang just said $NVDA and $MSFT have spent the last three years reinventing the PC for the AI era where local models can run directly on the device instead of relying entirely on the cloud.

The next generation of PCs will run AI agents that work alongside the user.

[First Squawk @FirstSquawk]

U.S. MOVES TO BLOCK POTENTIAL SALES OF NVIDIA AND AMD'S MOST ADVANCED AI CHIPS TO CHINESE-OWNED ENTITIES ABROAD, CLOSING A PERCEIVED LOOPHOLE LEFT AFTER THE TRUMP ADMINISTRATION ENDED ENFORCEMENT OF BIDEN-ERA GLOBAL CHIP EXPORT RESTRICTIONS IN MAY 2025.

[Options selling with Christian @optionscjp]

IT DOESN’T STOP

$NOK MORE INSIDERS BUYING

Nokia’s Chief of Staff just bought $706k worth of stock at $15.81

$3.2m of insider purchases in the last month.

SOMETHING IS BREWING.

IM BUYING MORE MONDAY

[Michael Dell 🇺🇸 @MichaelDell]

The world’s first @nvidia Vera Rubin NVL72 server rack is here.

We’re thrilled to deliver the first working, liquid-cooled @Dell PowerEdge XE9812 for @CoreWeave.

Built for the next era of AI infrastructure. 🚀🤝

[Wall St Engine @wallstengine]

Axios reports $NVDA and Microsoft $MSFT are expected to unveil the first Windows computers using Nvidia chips as the main processor.

The launch is expected at Computex in Taiwan and Microsoft Build in San Francisco.

Devices are expected from Microsoft Surface and Dell.

Microsoft is also expected to unveil software that lets users run AI agents locally on Windows PCs.

[Oracle @OracleNYSE]

$MSFT

Exclusive: Microsoft is building a super app that combines coding, chat, and other Copilot AI tools

Fortune

[The Inner Circle Trading Group DP David Prince @epictrades1]

Before you get all pissy about this market being a bubble remember they used to sell real estate in the metaverse & buy JPEGs of rocks for 1 million. By those measures it’s early 😂😂