Look at the product pipeline $Apple(AAPL)$ has lined up. iPhone 18 Pro and Pro Max, a foldable iPhone Ultra, Watch Series 12 and Ultra 4, new Macs, an entry-level iPad with Apple Intelligence, an OLED iPad mini. Two years of products stacked back-to-back. Wall Street is already mapping it out.
Personally, I think the risk/reward for $Direxion Daily TSLA Bull 2X Shares(TSLL)$ is starting to look interesting again at this level. $Tesla Motors(TSLA)$ under $400 feels like an area where long-term buyers might start paying attention. It's still a high-beta name, but that volatility is exactly what creates opportunity, both in directional moves and in options premium. $Direxion Daily TSLA Bull 2X Shares(TSLL)$ around $13.5 is basically the leveraged play on that same view, just amplified. Short-term price target talk always gets noisy, but structurally, this is still one of the most liquid momentum names out there. And the options chain ref
I've been monitoring $Microsoft(MSFT)$ options recently too. The gamma exposure is also positive for August, and this is after the earnings at the end of July. I agree with the point about holding shares. I expect them to push the stock up, which would allow them to do one or both things: profit from stock appreciation by selling some at a higher price, and sell covered calls before earnings for a higher premium. I converted my 400 shares into 7 LEAP contracts yesterday to get out of margin. I can't stomach the volatility but still want to participate in the recovery.
$Snap Inc(SNAP)$ This feels like a move for Apple. Why don't they make an acquisition? The tech is interesting but the design isn't great, and they are focused on privacy. It would finally give them a play in social, though I doubt Apple cares much about that now. I suspect they're already pretty far along with their own glasses, but it seems like this could fit well into their portfolio.