$Zeta Global Holdings Corp.(ZETA)$ The Zeta live lineup was impressive. The backing from PLTR, MSFT, and NVDA is a big deal for ZETA. I can see it reaching 100-200 in 12-18 months.

$Apple(AAPL)$ New phones should give Apple a lift on both growth and margins. New servers could do the same. I'm honestly surprised Apple isn't already at 400. This is gold.

QUTXWe're still incredibly early here. I had 18 million at .0010 and picked up more at .0014. I think this one can reach .0025 organically, even without any news. The chatter around Quantum X is everywhere. Once news hits, this should move hard. Hard to see a bad entry at these levels. $Quantum Computing Inc.(QUBT)$  $D-Wave Quantum Inc.(QBTS)$  $Microsoft(MSFT)$  $IBM(IBM)$ 

$Microsoft(MSFT)$ Bessent is directly injecting here, and it's driving me crazy. Looking at $SPDR S&P 500 ETF Trust(SPY)$  while MSFT goes parabolic with the 10-year yield at 5%.

$Microsoft(MSFT)$ Up or down? Excel and Access are just too difficult. Preparing for a job with them felt overwhelming.

Big money is loading up on $Apple(AAPL)$  calls ahead of tomorrow's Apple event. Over $1.05M in premium went into 9/16 $320 calls, with 2,545 contracts traded against just 298 open interest. Nearly $415K in premium came through in a single 5-minute candle, and most of that burst traded at the ask. Notably, 988 contracts traded in just 5 minutes, with 978 hitting the ask. Aggressive upside positioning ahead of the event.

$Microsoft(MSFT)$ $SanDisk Corp.(SNDK)$ $NVIDIA(NVDA)$ $Rezolve AI(RZLV)$  is up 1100% on a speculative portfolio since Dec 2024. The idea here is RZLV.

Still seeing this pullback in $Apple(AAPL)$  as a gift. Wave 4 is sitting right in the zone where it should be. Wave 5 looks like the next move, with new highs from here. Shorts holding on late are running out of runway.

$Apple(AAPL)$ Every day, for as long as the market is open, I keep buying BIH.

$NetApp(NTAP)$ $Palantir Technologies Inc.(PLTR)$ $Apple(AAPL)$  Rough day out there. NTAP down 10% after a blowout earnings report is wild. From where I stand, the cash flow spending looks justified.

$New Era Helium Inc(NUAI)$ Soon to the Moon => $50 +++ $Alphabet(GOOG)$  $HYPERSCALE DATA INC(GPUS)$  $Phathom Pharmaceuticals(PHAT)$  $Microsoft(MSFT)$ 

$Nike(NKE)$ When doom and gloom posts make up about three quarters of the chatter, that's usually the point where I start thinking about buying. Nike is still the most popular brand in the world. With Tim Cook now done at Apple, he can put more time into Nike as Chairman and on the board of directors. $Apple(AAPL)$  $Dick's Sporting Goods(DKS)$  $DraftKings Inc.(DKNG)$  $Lululemon Athletica(LULU)$ 

$Apple(AAPL)$ There are plenty of reasons to be less than thrilled with this market right now. On the other hand, there are some solid reasons to like AAPL. Reviewing historical price action can offer useful context for spotting possible trends, but nothing is ever absolute.

$Apple(AAPL)$ New Macs just dropped without notice. That suggests there is a lot more in the short-term pipeline. Nice.

$Apple(AAPL)$ That's simply not true. Look at the record Apple product sales from last quarter. Just wait and see. September 9 is coming.

$Oracle(ORCL)$ Burry caught the $Palantir Technologies Inc.(PLTR)$  move from 120 to 180, then watched $Microsoft(MSFT)$  and $Amazon.com(AMZN)$  after earnings, and figured he had to load up on $NVIDIA(NVDA)$  calls to offset some recent losses. ORCL looks set up for a pre-earnings run toward 165+, with a possible post-earnings push to 190.

Technology's future is really about what it can do for people. Apple keeps focusing on innovation that improves everyday life, while protecting privacy, accessibility, and the values customers trust. There's still a lot ahead. $Apple(AAPL)$ 

Apple opened a new advanced manufacturing center in Houston, with CEO Tim Cook and Commerce Secretary Howard Lutnick present. The facility is already producing AI servers and plans to start manufacturing Mac Mini computers later this year. Apple put hundreds of millions of dollars into the site, which will also provide manufacturing training and education for local businesses. The Houston site is part of Apple's broader push to expand U.S. manufacturing. Cook mentioned that Apple sourced more than 20 billion U.S.-made chips last year, including 100 million chips from TSMC's Arizona facility. Apple has also committed $600 billion to its American Manufacturing Program, supporting suppliers and semiconductor production in the U.S. The opening comes shortly before Cook transitions from CEO to

$Microsoft(MSFT)$ Goldman on tech: One thing that stood out from this reporting period was the growth rate of cloud revenues for the hyperscalers. MSFT and AMZN drew a clearer link between AI capex and ROIC. As long as that linkage exists — and the market keeps rewarding it — it's hard to see any slowdown in spending.

$Microsoft(MSFT)$ 500C Aug 14 REPEAT SWEEP $224.3K · $1.42/contract · 6.8x Vol/OI Spot $496.07 MSFT 4th repeat sweep targeting $501.42 breakeven in 1 DTE, $224K premium with 6.8x Vol/OI suggests near-term upside conviction.