$Apple(AAPL)$ People sometimes ask if it's tiring to be consistently right about holding Apple, but honestly, it doesn't feel that way at all. It actually feels quite good.
$Apple(AAPL)$ Despite a downgrade from the bears, Apple managed to open near $311, recover almost $5 intraday, and close near $315. That doesn't look like weak price action to me. A break above today's high could potentially push it toward $320. It'll be interesting to see if the buyers can follow through.
$Apple(AAPL)$ It's worth remembering that the same voices claiming AAPL was doomed at $315 said the same thing at $265, then at $215, and again at $165. This is the same group that seems to think it's a good idea to stress over shorting one of the market's most consistent compounders. Maybe one day they'll come around to just buying and holding, getting rich with minimal effort like many others. I'm not holding my breath, though.
$Apple(AAPL)$ Looking at the daily chart, the move from the January low appears to be a bullish three-swing impulse. These patterns typically complete in 5, 9, or 13 swings, so a continued rally from the late June low is favored. The target area is 327.7 to 344.4. Any near-term pullback should find support.
$Apple(AAPL)$ iPhone 18, iPhone Fold, and PrismML compressing a highly competent model for local use... could that combination push the stock to new highs?
$SPDR S&P 500 ETF Trust(SPY)$ The market's been pretty volatile this summer, but I don't see why that's a problem. A lot of the action now is driven by new AI and quant models, which can push moves to extremes. If you're not over-leveraged, these swings can actually be opportunities. It's a bit like saying if you can't handle the sight of blood, you shouldn't be a doctor. The same principle applies to trading—if big swings scare you, maybe it's not for you. The market has a way of coming back around. Stocks like $Meta Platforms, Inc.(META)$ , $Microsoft(MSFT)$ , $Invesco QQQ(QQQ)$ , and
$Microsoft(MSFT)$ This really shows how long-term stock value comes more from the business compounding over time, not just the short-term price moves. Looking back 15 years, the stock was around $159. Revenue was near $22.96B, free cash flow was about $10.55B, and EPS was roughly $0.85. Now, the stock is near $384. Revenue has grown to around $281.72B, free cash flow is close to $71.61B, and EPS is about $13.64. The key takeaway isn't just the price increase, but the huge expansion in the company's actual earnings power and cash generation over that period. In the end, price swings often just reflect changing market sentiment, while the real fundamentals show the compounding ability of the business.
$Apple(AAPL)$ The shorts might not really understand what they're betting against. With everyone raising prices, Apple can leverage its scale to secure the best memory prices, narrowing the gap between the top-tier handheld devices and Android. This is bullish for Apple, and only for Apple.
$Microsoft(MSFT)$ MSFT printed a bullish weekly candle, and it's not a small one. It's a strong bullish engulfing candle, decisively reclaiming the $370s after tagging a fresh 52-week low at $349.20 earlier in the week. What makes this week's MSFT candle bullish: - Bullish engulfing structure: This week's candle fully engulfs last week's body, reversing the prior downtrend. - Long lower wick: MSFT flushed to $349.20 (new 52-week low) but buyers stepped in aggressively. Long lower wicks confirm demand zones. - Strong close near highs: MSFT closed at $372.97, very close to the weekly high of $376.61, showing sustained buying pressure. - +5.7% weekly gain: A large green candle after a multi-week selloff often mark
$Microsoft(MSFT)$ For those who think MSFT is a faltering company, that's not accurate. MSFT remains a major Nasdaq large-cap company and one of the original Magnificent Seven. It's not only profitable but also growing both its top and bottom lines.
$Apple(AAPL)$ You think a price hike of a few hundred dollars will make people jump off the Apple train? I doubt it. This looks more like another solid buying opportunity.
Feeling confident about $Micron Technology(MU)$ 's earnings today, largely because $Apple(AAPL)$ reported a 20% price increase tied to memory. Apple is one of the most sophisticated and high-leverage memory buyers in tech. When a buyer of that scale says cost increases are unavoidable, it usually signals a multi-year elevated pricing cycle. You don't reset flagship pricing and risk a customer hit unless the supply chain knows high costs will persist.
$Microsoft(MSFT)$ I was thinking of picking up a few shares. It's a solid company without much volatility. I know it's been a bit of a laggard, but analysts still have a buy rating on it, with a price target that's $150 or more above the current price.