$Apple(AAPL)$ AAPL was about to push toward $350 and higher when another timed hit piece showed up. This time the circular excuse is margins again, after the usual rotation through China and chips. As usual, that probably means less than nothing since AAPL is still set to deliver strong sales and earnings in January regardless of where the price sits.

$Apple(AAPL)$  AAPL just seems immune to everything. It's basically gold at this point. Nothing really matters, and it keeps grinding higher.

$Apple(AAPL)$ AAPL is the leading company with a huge market cap, huge revenue, and huge profit. The recent red is temporary and short term. I'm buying more to hold long term. I think AAPL could appreciate significantly by the end of the year.

$Microsoft(MSFT)$ Super bullish on the quarterly close. I'm going to start buying dips on $SPDR S&P 500 ETF Trust(SPY)$ , $Invesco QQQ(QQQ)$ , and DIA.

$Apple(AAPL)$ Ignore the noise. Intel has dropped below $70. Nasdaq is deep in the red and it's going to be rough across the board. Apple is giving back its recent gains, plus some more. Amazon is down big. It looks like an ugly day, but hopefully in January the price of AAPL fully recovers and we head toward $400.

When a range bound market grinds on for months and basically wears you down, that isn't the moment to fold. The better move is to stick with your convictions and stay patient while the bears get squeezed. This correction, or whatever has been happening under the surface, should resolve to the upside by mid-November. By Q1 this whole stretch will probably feel like a distant memory. $Invesco QQQ(QQQ)$  $SPDR S&P 500 ETF Trust(SPY)$  $Micron Technology(MU)$  $NVIDIA(NVDA)$  $Tesla Motors(TSLA)$ 

$Apple(AAPL)$  Companies outside of AI capex are staying pretty calm right now. But realistically, there's only a small chance that all those big firms pouring into AI capex are completely wrong. Patience is probably warranted here.

$Apple(AAPL)$ Only stock out of these that's showing downtrend momentum. Lucky whoever got this.

$Netlist, Inc.(NLST)$ Stopped by the Apple Store to check out the $Apple(AAPL)$  iPhone duo, haha. Also keeping an eye on Netlist and whether it can make a run toward $7.

$Apple(AAPL)$ Apple staying conservative on AI capital spending doesn't look like weakness to me, it looks like strategy. Instead of burning billions chasing hype, Apple is letting the AI arms race play out, watching which platforms actually deliver durable value, and then positioning itself to integrate or partner once the winners emerge. Same logic as outsourcing a vehicle fleet: skip the upfront cost, skip the maintenance burden, and use proven solutions once the market sorts itself out. Apple's strength has always been disciplined timing rather than reckless speed, and in AI, that discipline could end up being its biggest competitive advantage.

Zoom's AI is very underappreciated, both on the product side and the talent side. $Zoom(ZM)$  Decision API is outperforming Microsoft and OpenAI on decision benchmarks as Zoom embeds AI across meetings, workflows, customer interactions and enterprise context. $Microsoft(MSFT)$ 

$Apple(AAPL)$ $Apple(AAPL)$ Every year it's the same story. Apple tells suppliers to cut production, and the talking heads on CNBC along with big institutional analysts turn it into a major event. What's worse is there are retail traders who actually listen to this and take it seriously. If you can look past the noise, this is actually a good time to build a position.

$Apple(AAPL)$  Choppy price action at the highs usually points to more upside, but first it needs to break below 340, flush out demand, then run higher. Shake out the stops, get people shorting the 340 break, and then push it up, in my view.

$Apple(AAPL)$ Now come all the side remarks that have no validity to them whatsoever. Everyone wants to have their opinions printed as if they were true. Facts: Apple is the best and least risky stock there is. Period. It will make you a fortune if you just buy and hold it. You have an almost guaranteed 10 years. Nobody is coming to wipe out Apple. Apple and its products and software are so ingrained in the world that you can't take that away in less than 10 years. No other company in the world has woven itself into the life of everyone on the planet the way Apple has. Go buy all the Apple stock you can and simply hold it.

Everyone was calling $Microsoft(MSFT)$  dead over the summer. Now it just posted a new all-time weekly closing high. Guess they were all wrong.

$Microsoft(MSFT)$ New all time high coming? Gates can't be held down forever. Epstein files or no files, this was going to take off eventually.

$Microsoft(MSFT)$ Call flow has been going crazy recently. Could we see an ATH above $551 this week?

$Apple(AAPL)$  Tim Cook has been traveling all over looking for memory sources, since Apple gear can actually address huge memory natively in their fully owned vertically integrated systems. That hustle looks like preparation for what's coming. Controlling the cost of consumer product is 30% of this conversation.

$Apple(AAPL)$ The AI trade has been building for over a year now. The street has never been more blind to it. The consumer product is the distraction. I'm holding 20 calls at the 270 strike expiring 2028. This setup felt straightforward, similar to the 20 $Microsoft(MSFT)$  calls at 300 I held for three months and sold recently. The consumer product side isn't worth focusing on. Vertical integration and controlled quality in systems is where the real edge is.

$Microsoft(MSFT)$  The H1B visa issue will blow over. MSFT will successfully lobby the government on it. Satya Nadella is on an H1B visa himself, and they aren't going to stop him from living in the US. Getting a family member's visa sorted after emigrating on a full green card can get complicated, whereas H1B doesn't come with those restrictions.