$Apple(AAPL)$ AAPL looks like it could tag 345 soon, and I think 350 before earnings is a real possibility. Most others are getting buried by capex, but Apple is moving at its own pace — slow and steady. The AI spending frenzy still needs to settle before the right allocation becomes clear, and staying measured on that front looks like a smart move. If the picture feels unclear, I'd rather sit in cash and wait for a better read.
$Microsoft(MSFT)$ I'm honestly struggling to see why this can't build any real momentum and push to 450. The current levels just don't make much sense to me.
$Apple(AAPL)$ Samsung's decision to completely copy Apple's design for their upcoming foldable phone can be seen as a positive sign. It suggests they're concerned. The foldable market is likely to see a major shift in dominance.
$Microsoft(MSFT)$ I still view this as a buy, and I'm holding. The rally has been steady, with buyers consistently showing up and no major signs of weakness so far. I'm watching the $411-$420 area as a potential zone to reassess. If the price reaches that level, I'll be looking for the next opportunity rather than chasing higher. Good trades require patience, not just catching the first move. I'm still watching the price action and letting the chart guide the next decision.
$Netflix(NFLX)$ $Berkshire Hathaway(BRK.B)$ $Apple(AAPL)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ Berkshire Hathaway's cash and short-term Treasury holdings hit a record $397.4 billion at the end of Q1 2026. From where I stand, Greg Abel might want to think about using around $28 billion of that huge cash pile to pick up a 10% stake in NFLX. Apple, Google, and Netflix are all household names.
$Apple(AAPL)$ Bank of America reiterated a Buy rating on Apple with a price target of $380 per share in a note, expecting the company to beat consensus in its fiscal third-quarter results, which will mark Tim Cook's last earnings call as CEO.
I was looking for similar setups and $Apple(AAPL)$ came to mind. Looking back to 2016, $Apple(AAPL)$ had several periods of unusually high volume accumulation. Each time, the long-term outcome was followed by significant upside. That's why I'm watching similar volume patterns showing up in $Microsoft(MSFT)$ and other mega-cap names. Large volume spikes can sometimes signal major institutional positioning, particularly when combined with strong fundamentals and long-term growth trends. Using $Apple(AAPL)$ as a case, the point isn't that history repeats exactly—it's that accumulation periods can cre