Look at the product pipeline $Apple(AAPL)$ has lined up. iPhone 18 Pro and Pro Max, a foldable iPhone Ultra, Watch Series 12 and Ultra 4, new Macs, an entry-level iPad with Apple Intelligence, an OLED iPad mini. Two years of products stacked back-to-back. Wall Street is already mapping it out.
Personally, I think the risk/reward for $Direxion Daily TSLA Bull 2X Shares(TSLL)$ is starting to look interesting again at this level. $Tesla Motors(TSLA)$ under $400 feels like an area where long-term buyers might start paying attention. It's still a high-beta name, but that volatility is exactly what creates opportunity, both in directional moves and in options premium. $Direxion Daily TSLA Bull 2X Shares(TSLL)$ around $13.5 is basically the leveraged play on that same view, just amplified. Short-term price target talk always gets noisy, but structurally, this is still one of the most liquid momentum names out there. And the options chain ref
I've been monitoring $Microsoft(MSFT)$ options recently too. The gamma exposure is also positive for August, and this is after the earnings at the end of July. I agree with the point about holding shares. I expect them to push the stock up, which would allow them to do one or both things: profit from stock appreciation by selling some at a higher price, and sell covered calls before earnings for a higher premium. I converted my 400 shares into 7 LEAP contracts yesterday to get out of margin. I can't stomach the volatility but still want to participate in the recovery.
$Snap Inc(SNAP)$ This feels like a move for Apple. Why don't they make an acquisition? The tech is interesting but the design isn't great, and they are focused on privacy. It would finally give them a play in social, though I doubt Apple cares much about that now. I suspect they're already pretty far along with their own glasses, but it seems like this could fit well into their portfolio.
$Alphabet(GOOGL)$ NVDA, AAPL, and AMZN seem to be trying to find a low within their uptrend. Typically, I like buying dips in uptrending stocks for further upside potential. The trend is always your friend.
$SPDR S&P 500 ETF Trust(SPY)$ The EU market closed lower, which is interesting because they're usually more nervous than the US. The volume so far shows a lack of buyers, and sellers are getting squeezed on price. So... if you can keep your emotions in check today, it might not be the day to sell but to look for opportunities to add. No one said it was going to be easy. If you see bearish posts or trolling today, just use that to know who to never follow. Those are novices, or average at best. $Apple(AAPL)$ $Invesco QQQ(QQQ)$ $Meta Platforms, Inc.(META)$ $Al
$Apple(AAPL)$ If the iPhone Fold catches on and kicks off an upgrade cycle, that would be pretty incredible for Apple. A $2,000 iPhone starting a supercycle? Yeah, that would be impressive.
$Apple(AAPL)$ Love Apple, but Tim, please, I've got a product you'll love. Apple is steady, but they need to get rid of the PC people who are messing it up. User-friendly! Remember? Steve would be rolling over. Call me, Tim. I gave you the illuminated keyboard idea, and there are many more where that came from. Yes, I gave it to your tech support. It was out in a few months, but I'd waited 12 years!! Please talk to me!!!
$Apple(AAPL)$ Evercore said there's a 30 percent chance the S&P hits 9000 this year, driven by rallies in AI and consumer stocks. The bull case is 7750. What do you think.
$Apple(AAPL)$ There are so many useless negative voices here. But it's like some people completely missed that Apple just posted a solid earnings report.