$Netflix(NFLX)$ Ackman's track record with Netflix isn't the best, but he did buy a billion dollars worth of shares at a $74 entry point. And he also did quite well buying the dip on $Microsoft(MSFT)$  this year.

$Microsoft(MSFT)$ Would this just get back into the mid twenties so I can dump this stock? I like the company, but like so many others in this market, the disconnect between the company and the stock is getting ridiculous. So I'm trying to get out of this market. Still very bullish on the company itself, just not the stock.

$Alphabet(GOOGL)$ Watching to see if $Amazon.com(AMZN)$  ends up partnering with one of the other players on agentic retail checkout. Bezos and Jassy getting closer to Apple and Alphabet wouldn't be a surprise.

$Apple(AAPL)$  AAPL has outperformed most names year to date. The algorithm play on 335 calls profited as high as 1200%. Not much to complain about here.

$Apple(AAPL)$ Once it breaks through the resistance, it looks clear to run toward 445.

$SpaceX(SPCX)$ Starship is less than 24 hours away from making history. This flight is so big it could affect all of SpaceX and $Tesla Motors(TSLA)$  combined. $300

$Apple(AAPL)$ The new Mac Mini and Mac Studio started shipping this week. They should do well. Apple is pitching scalability of on-device AI models as chips share common principles and designs. Last year, the devices flew off the shelves once the industry discovered that Mac Mini and Mac Studio systems deliver maximum AI performance when clustered together by combining unified memory pools and using Remote Direct Memory Access over Thunderbolt 5 connections. This enables fast data transfer between CPUs, GPUs, and storage, reducing the time it takes to move large amounts of data required for AI training and inference and creating a personal desktop data center.

$Apple(AAPL)$ The stock has been playing out a very predictable intraday pattern lately. Most of the move happens before the market opens, and then it gets reversed hard. After that, it just chops sideways below the short term moving averages until the close.

$AppLovin Corporation(APP)$ It's the same pattern seen with $Salesforce.com(CRM)$  and MSFT. A cash cow gets written off, then it rips back up. I made a nice return on that setup, and I expect the same here. This looks like a straightforward trade.

$Microsoft(MSFT)$ $Amazon.com(AMZN)$ $Alphabet(GOOGL)$ $NVIDIA(NVDA)$ Anthropic just released Claude Opus 5.5 with Fable-level performance at 40% lower cost than the previous Opus. This is their first model since the public call to slow down frontier development. Actions still moving faster than the rhetoric. Cheaper high-end models mean more volume, more cloud usage, and more pressure on the rest of the industry to keep pace.

$Microsoft(MSFT)$ Azure is booming and it's only getting started. My company just switched to it. The recurring revenue and growth potential here looks strong.

$Tesla Motors(TSLA)$ I have a feeling TSLA is going to pop over the next couple of weeks. With gas prices this high, it doesn't really make sense, and last week was pretty frustrating, so I think a lot of people probably sold.

Microsoft is putting up its best relative performance against the S&P 500 in over a year. $Microsoft(MSFT)$ 

bears watching all their money evaporate $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  $Tesla Motors(TSLA)$  $Advanced Micro Devices(AMD)$ 

$Apple(AAPL)$ The market still has more upside potential from here. Could see more upside into power hour.

History suggests the real opportunity tends to come after the difficult midterm year. Since 1950, $SPDR S&P 500 ETF Trust(SPY)$  has been higher 12 months after all 19 midterms, with an average gain near 16%. Every November through June stretch following a midterm since 1942 has also finished green, while year three has historically been the strongest of the presidential cycle. Staying patient and waiting for the setup to confirm makes sense to me. $Invesco QQQ(QQQ)$  $NVIDIA(NVDA)$  $Apple(AAPL)$  $Microsoft(MSFT)$ 

$New Era Helium Inc(NUAI)$ $Microsoft(MSFT)$  $HYPERSCALE DATA INC(GPUS)$  $Meta Platforms, Inc.(META)$  $Amazon.com(AMZN)$  — price targets around $50 and higher from here.

$Microsoft(MSFT)$ Quietly riding the enterprise AI wave while everyone's distracted by chip stocks. Cloud spending trends still look sticky across the sector. Feels like the boring giant keeps compounding while nobody's watching. Worth keeping on the radar.

$Quantumscape Corp.(QS)$ The economy is in rough shape, but Apple actually made a $2000 folding phone.

$Tesla Motors(TSLA)$  Why is Tesla valued more than all the car companies combined? We're about to find out soon. The next 6 months will be make or break for Tesla. If Cybercab takes off successfully, the valuation could easily double from here. Good luck to everyone.