To The Moon

$Microsoft(MSFT)$  From my perspective, Microsoft wins no matter which frontier model leads. If OpenAI dominates, MSFT wins. If Anthropic surges, MSFT also wins. And if both compete, MSFT wins even more as Azure demand explodes.

$Apple(AAPL)$ No capital expenditure needed, but will get Google's Gemini for just a billion dollars. Macbook Neo is set to dominate the personal computer market, and iPhones enjoy a monopoly in the US.

$Microsoft(MSFT)$ Microsoft and OpenAI amended the agreement, but daytrader headlines left out that MSFT was part of the amendment. This move could make MSFT 27% worth double or more.

$Apple(AAPL)$  Instead of racing to build the biggest models or burn the most capital, Apple is quietly engineering the most profitable position in the entire AI ecosystem. Investors who dismissed the company's measured approach may reconsider. At the time, the strategy appeared defensive to many analysts. Now, the details have come into sharper focus, revealing a far more aggressive play. Apple has no interest in winning the model-training arms race. Rather, it is methodically building ownership of the distribution layer that every AI company needs to reach consumers. For investors, this shift changes everything: Apple is turning its massive installed base into a high-margin revenue engine without shouldering t

$Microsoft(MSFT)$  I think MSFT deferring data centers is a smart move to wait out the global recession and high oil prices. That could really lift the stock.

260Resistance? LOL! When will some people learn? Apple was due for a rebound.

$Microsoft(MSFT)$  Microsoft needs a META-like moment, where they announce something new that convinces the market their AI spending will pay off. META has been up 150 points since the end of March.

$Apple(AAPL)$ This should be trading much higher. The earnings forecast and everything else look fine. Price target at 325, yet it's dropping for no clear reason. I guess it was just easier to buy other tech and chip stocks this week since they're hot again. Maybe Apple's turn for the rest of the week!

$Apple(AAPL)$  I saw a post suggesting this week should have been the low for 2026. Looking at yesterday's historical prices might help gauge the future.

$Apple(AAPL)$ FYI, retail investors are showing strong interest in Apple, with recent purchases totaling $65.3 million in stock.