IBM looks interesting here. AI plus hybrid cloud plus Red Hat gives it a real enterprise AI story, and the recent pullback could offer buyers a better entry. Watching this one closely. $IBM(IBM)$ $Microsoft(MSFT)$ $Oracle(ORCL)$ $NVIDIA(NVDA)$
$SPDR S&P 500 ETF Trust(SPY)$ $Microsoft(MSFT)$ Still looks decent here. A close above the patent pending Lemire Level of 508.12 sets up for another close above 508.12, which would be a pretty solid upside move off that low. 528.40 should come soon. Hopefully, lol.
$Robinhood(HOOD)$ I just became a member of Hood Banking, and honestly, the process was easy and quick. I think I should reconsider and buy some shares of HOOD. Hood's banking is still in its early stages, similar to the iPhone era for AAPL. I can see this taking over $JPMorgan Chase(JPM)$ within a decade. Good luck to everyone.
$Apple(AAPL)$ How long can the stock price really be held down? They're clearly trying their best, and it's still at 336. Only way from here is up to 400.
$Microsoft(MSFT)$ MSFT has been looking pretty weak lately, but their last earnings showed they can still surprise and outperform. I wouldn't bet against them again.
$Nike(NKE)$ $Apple(AAPL)$ An Apple x Nike screenless recovery band is a distinct possibility, and if it happens, it would be a game-changer for athletic tracking. With Tim Cook serving on Nike's board and Apple's biometric engine already driving the iOS Readiness framework, combining Apple's health sensors with Nike's Dri-FIT sport band ecosystem would create the ultimate Whoop rival.
$Microsoft(MSFT)$ Enterprises are moving to Copilot. It sits under the Microsoft Office umbrella and carries less data security risk compared with other models.
$Apple(AAPL)$ Watching stocks and crypto climb hard really puts me in a good mood. The market is showing real strength, so it's been a nice day overall.
$BlackBerry(BB)$ What if Apple ends up being an Alloy Kore customer for the iCAR? $Apple(AAPL)$ Titan couldn't pull it off, but BlackBerry might be able to. Yeah, that BlackBerry.
$IREN Ltd(IREN)$ I opened this position back in 2024 and still own it to this day, not just as a BTC vehicle but also because of their transition to HPC/AI cloud computing. I knew it was high risk, but the potential was massive. It feels rewarding to look at where things stand now and realize they actually managed to pull that off. You have to give them credit. They went from being a nobody BTC miner and renewable spec play to a real AI infrastructure and energy bottleneck play, with partnerships tied to names like $NVIDIA(NVDA)$ and MSFT. It has been a great ride for me. I used to trade it a couple years ago around the BTC-correlated swings, but eventually went long. I am really glad I did. I