$Apple(AAPL)$  I don't think the Q3 guidance matters much here. The Q4 foldable phone launch looks like it could be the biggest iPhone release in Apple's history, plus there's the glasses and other stuff. Feels like the easiest buy-and-hold name on the market right now.

$Apple(AAPL)$ I find it kind of amusing that Apple is only planning around $11B to $14B in capex for fiscal 2026. The closest hyperscaler comparison is Meta at $145B. That's some crazy spending. Mark Z. said he wants to spend even more next year, so investors headed for the exits and a nice 9% dump followed. Metaverse 2.0? On Bloomberg, I heard a report suggesting Apple will have a blowout quarter because of strong iPhone sales in China, so that sounds hopeful for today's earnings. Whether the stock price rises or not, that's still good for Apple in a declining smartphone market.

$Microsoft(MSFT)$ The point about operating leases not being counted as capex is worth keeping in mind. It does look like the accountants might be taking advantage of record highs to cash out some shares and treat themselves to a few new boats for Christmas. Not financial advice.

$Apple(AAPL)$ $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ A rocket ship faces a little turbulence on the way up. This one has fierce dips and fierce rips. I think we keep ripping. I'm in, banging the chips. Not financial advice, just my opinion.

$SpaceX(SPCX)$ Just Starlink alone could be worth 1 trillion in 5 years, and by then TSLA will have merged. Not to mention the AI real estate side — together that looks like another 2 trillion in 5 years. Over the next 36 months, annual revenue could run around 500-600 billion if Tesla does merge. If SpaceX today were the umbrella corp Elon seems to want it to become, its annual revenue would be somewhere near 200 billion. AAPL does about 450 billion in annual revenue with a 2 trillion valuation. SpaceX is expected to start a leasing contract on its AI warehouses at 1 billion per month. That is 12 billion on top of the current 18 billion in annual revenue, bringing it to roughly 30 billion annually. Combined, Tesla and SpaceX revenue today si

$Micron Technology(MU)$ $NVIDIA(NVDA)$ $SanDisk Corp.(SNDK)$ $Boeing(BA)$ $Apple(AAPL)$ Alright, for the chart experts out there, what's the next move from here? Is it a straight climb higher, or is there something else in play?

$Meta Platforms, Inc.(META)$ $Microsoft(MSFT)$  $Alphabet(GOOGL)$ TD Cowen's report shows Meta, Microsoft, and Google were behind a record 9.6GW of data center leasing in Q2. There's another 12.5GW currently in the pipeline. OpenAI has also raised its 2030 infrastructure target to 30GW, which really points to how the demand for AI infrastructure just keeps surging.

The AI monetization story is beginning to materialize. If Microsoft integrates models like Kimi into Copilot, the opportunity extends beyond just adding AI capabilities. It could open up multiple layers of software revenue: traditional licensing, per-seat upgrades for Copilot access, and additional usage-based pricing for AI inference. The larger opportunity might be in efficiency. Running Copilot on lower-cost models while maintaining premium pricing could gradually improve margins over time. The AI transition is already underway, and $Microsoft(MSFT)$  looks well-positioned to capture a significant part of it.

$Apple(AAPL)$  While others rush to build ever-larger models and burn through capital, Apple seems to be quietly engineering what could be the most profitable position in the entire AI ecosystem. The company's measured strategy, which many analysts initially viewed as defensive, is coming into sharper focus now. It looks far more aggressive upon closer inspection. Apple isn't trying to win the model-training arms race. Instead, it's methodically building ownership over the distribution layer that every AI company needs to reach consumers. This changes the investment thesis significantly. Apple can leverage its massive installed base as a high-margin revenue engine, potentially without shouldering the same crushi

$Apple(AAPL)$ The options activity on $NVIDIA(NVDA)$  is intense, with traders piling into short-term $330 weeklies and October $360 calls. It looks like they're riding the AI wave hard rather than backing off after that recent 5% move. There was some serious action with aggressive ask-side sweeps on those July $330 calls. This could lead to some sharp moves near the $330 to $335 area in the near term. October $360 calls are also dominating, with trades way above open interest. It seems institutions still see upside potential into the fourth quarter, so $360 is a level to watch for swing targets. On the positive side, with China clearing Apple Intelligence, the broader AI rollout is set. However

$Apple(AAPL)$  The recent news should allow them to raise guidance strongly. China is a massive part of their business, aside from the AI/HPC news. It's more than likely memory chips for that market, and so on. From where I stand, there's a chance for 375 to 400 in the weeks after earnings.

$BlackBerry(BB)$ According to The Information, Apple's in-house M2 Ultra chips have reportedly fallen short for advanced AI workloads, which is forcing the company to rely on Nvidia for now. $Apple(AAPL)$ 

$Microsoft(MSFT)$ It's worth noting that Xbox is redesigning its video game division. While there are significant personnel cuts, this move seems like a step in the right direction after years of strong competition from PlayStation. The 2026-2027 period could mark a new generation for video games, with Microsoft potentially developing a hybrid PC/console system that could significantly challenge Sony. It's a factor to consider beyond just the AI narrative.

$Apple(AAPL)$ 290CStill up +256% on the live book, after peaking at +370%. The June CPI came in cooler at -0.4% month-over-month and 3.5% year-over-year, with core flat, and tech led the way higher. However, yields firmed up into the release, and the overall tape turned defensive going into the close. I held all three sessions today with zero new adds—chasing a green screen into overhead supply is a good way to get trapped. $Goldman Sachs(GS)$  $1050 calls are up +96% after the banks caught the earnings bid, $KraneShares CSI China Internet ETF(KWEB)$  is up +36%, and $Nu Holdings Ltd.(NU)$  is up +31%. PP

$Apple(AAPL)$ Citi just raised its price target on Apple to $365 from $315, maintaining a Buy rating. The firm's constructive on the shares heading into earnings. They note the company should keep gaining market share even as the devices market slows, and they cite higher margin expectations after recent price increases.

Satya Nadella made an interesting point about $Microsoft(MSFT)$ , discussing a "reverse information paradox." He notes that while companies pay for AI services, they might inadvertently share their proprietary knowledge in the process. His argument is that hyperscalers should focus on protecting that feedback loop rather than exploiting it. It's a perspective worth watching.

$Microsoft(MSFT)$  I think a 5% gain for MSFT by year-end is highly likely. Even with the broader market's volatility, Microsoft feels like a safe haven. The chance for stronger returns there seems better than what you'd typically get from a long-term Treasury bond ETF.

$Apple(AAPL)$ Some people just drew some Fibonacci lines and called it a day. Others have been posting blood emojis multiple times since the market opened, thinking they had it all figured out. This is all happening while the stock bounced off the $310 level twice, and on about half its normal volume. Meanwhile, most seem to have missed the actual tape: a 3,506 contract put sell at the $310 strike and an 8,846 contract call buy at the $320 strike, both expiring this Friday. Someone put nearly $10 million on AAPL closing above $320 in a few days. I think there's a chance we could see $317 or higher by Friday.

$Apple(AAPL)$ Apple is reportedly planning its most extensive hardware lineup ever for 2027. It's the kind of roadmap that immediately draws attention in the tech space. From what's being outlined: - Multiple product cycles could converge into a single, heavy release window. - New iPad Pros and a redesigned entry-level MacBook Pro are on the list. - The M7 chip is being fast-tracked, potentially skipping the higher-end M6 Mac lineup entirely. - A second-gen iPhone Air and an anniversary iPhone are in the pipeline. - A foldable iPhone and Apple's first smart glasses are also reportedly under discussion. If even a portion of this materializes, it would signal a clear shift for Apple back towards a more aggressive product cycle. It's not just ab

$Apple(AAPL)$ The revenue decline wasn't a surprise, and that's why the stock fell from $400 to $145. With stronger earnings consistency now, a move back to $260 seems realistic.