$Microsoft(MSFT)$ We'll be fine, at least we'll see the day high of 390.

$Microsoft(MSFT)$ Plenty of people have bet against Microsoft over the years, and a lot of them have ended up losing.

$Apple(AAPL)$ I wouldn't be surprised to see it hit a new all-time high soon.

$Apple(AAPL)$  The stock printed a powerful right-side breakout recently, surging nearly 5% to clear the key $308 level on massive volume. The market seems to be reacting to some major fundamental catalysts. There's a report that Apple has raised its foldable iPhone production target to 10M units and lined up supply components for over 220M total units in 2026, which shows significant procurement strength even with industry-wide memory shortages. From a structural perspective, the price action found firm accumulation at support, and that high-volume daily green bar has shifted momentum back to the bulls. I'm watching for further extension from here.

$Apple(AAPL)$ It just reclaimed the $4.5 trillion market cap level and moved back ahead of GOOGL. The big-tech leadership rotation continues, and AAPL seems to be holding the stronger bid for now.

$Apple(AAPL)$ Apple holds a significant share of the device market and is seeing high growth.

$Apple(AAPL)$ Bought more AAPL and WEN. WEN might rise faster and has a higher dividend yield.

$Apple(AAPL)$ The market reaction seems a bit overblown. I think the stock will recover half the drop pretty quickly, and then rise again as analysts realize Apple is going to make a ton of money. Should hit 340 before year-end.

$Microsoft(MSFT)$  Microsoft is back at $365.

$Qualcomm(QCOM)$ Qualcomm is stepping directly into the data center AI arms race, and this is no longer just a mobile story. Meta is planning to adopt Qualcomm’s Dragonfly C1000 CPU in data centers, with deployment targeting 2028 timelines. Meanwhile, $Microsoft(MSFT)$  is already integrating Qualcomm-based HBC XPU solutions inside Azure, signaling early validation at hyperscale level. Qualcomm also guides meaningful custom silicon revenue starting around Q1 2027. The angle is clear: AI inference, power efficiency, LPDDR, and lower TCO. This isn't about chasing Nvidia on brute force—it's positioning for efficiency-driven workloads within the $Meta Platforms

$Apple(AAPL)$ The new chip from Intel should be a significant boost to revenue and growth.

$Apple(AAPL)$  There's a backlog of new Apple products that were waiting on the new Siri, and by all accounts they knocked it out of the park. The next year is going to be wild. Apple will finally assert itself in the smart home space and will quickly own then quadruple the market in AR glasses. Sellers can enjoy their view from the sidelines, if they can see through all their tears.

$Apple(AAPL)$  If they can't afford Cook's phones, they'll likely buy $Nike(NKE)$  with him and other "new investors" already in. The oversold sneaker maker BIRD.X too, with all that AI transformation going on.

$Intel(INTC)$ Forget the technicals. This needs a confirmation from $Apple(AAPL)$  sources.

$Wolfspeed Inc.(WOLF)$ Imagine what happens to this stock if they get the $750 million from Trump, and then he posts on Truth Social that $SpaceX(SPCX)$  will get all their SIC needs from Wolfspeed, just like he did with $Intel(INTC)$  and $Apple(AAPL)$  this morning.

$Oracle(ORCL)$ Weak price action, we should've passed $195.00 by now. The earnings were stellar. $Microsoft(MSFT)$ 

$Microsoft(MSFT)$ Despite today's weakness, Microsoft around the 200-week moving average at about $382 looks like a buy opportunity to me.

$Apple(AAPL)$  Apple sold off after the first iPhone event in 2007 too, which is a pretty common "sell the news" pattern. I thought this event was solid. On average though, Apple tends to be up 14.3% within three months of WWDC.

$Apple(AAPL)$ massive short covering

$Microsoft(MSFT)$ I've genuinely looked around and haven't found any real hit pieces or bad articles. No short reports either. Just some technical analysis of a single point in time, which could be interpreted either way. Maybe the scheduled liquidation data? It all seems like good news to me. If anyone finds any negative articles, feel free to post them here. Thanks.